Dimensional Gloabl Real Estate ETF (DFGR) Performance
DFGR total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +6.9% since Dec 31, 2025
- 1 year
- +4.5% total return
- 3 years
- +13.1% a year
- Since first price
- +6.3% a year since 2022
DFGR trailing returns vs SPY, QQQ, AGG
| Period | DFGR total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +0.9% | +0.9% | −1.0% | −5.0% | +0.9% |
| 3 months | −5.7% | −6.5% | +3.2% | +1.9% | −0.4% |
| 6 months | −1.6% | −2.9% | +7.8% | +8.4% | −1.5% |
| YTD | +6.9% | +5.0% | +12.3% | +15.1% | −1.0% |
| 1 year | +4.5% | +0.3% | +14.4% | +15.9% | −1.1% |
| 3 years | +44.5%+13.1%/yr | +30.0% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionDec 7, 2022 | +26.9%+6.3%/yr | +11.7% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: DFGR vs SPY
From Dec 7, 2022: DFGR grew to $12,689, SPY to $20,359.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
DFGR returns by calendar year
3 of 3 full years positive. Best 2023 (+9.6%), worst 2024 (+1.9%). 2026 is year to date.
DFGR annual returns table
| Year | DFGR | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +6.9% | −10.8% | +12.3% | +15.1% | −1.0% |
| 2025 | +7.7% | −12.4% | +17.7% | +20.8% | +7.2% |
| 2024 | +1.9% | −12.4% | +24.9% | +25.6% | +1.3% |
| 2023 | +9.6% | −21.3% | +26.2% | +54.9% | +5.7% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
DFGR largest drawdowns
Now 7.4% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 2, 2023 | −21.3% | Oct 25, 2023 | Jul 16, 2024 | 9 months | 1.5 years |
| Sep 16, 2024 | −17.6% | Apr 8, 2025 | Feb 6, 2026 | 7 months | 1.4 years |
| Jul 28, 2026 | −10.8% | Oct 7, 2026 | not yet | 2 months | 3 months so far |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
DFGR risk statistics
| Statistic | 3 years | Since 2022 |
|---|---|---|
| Annualized return | +10.3% | +6.2% |
| Volatility (annualized) | 15.9% | 16.2% |
| Sharpe ratio | 0.42 | 0.18 |
| Sortino ratio | 0.67 | 0.27 |
| Best month | +11.6% | +11.6% |
| Worst month | −7.8% | −7.8% |
| Best 12 months | +32.6% | +32.6% |
| Worst 12 months | −1.9% | −4.2% |
| Positive months | 64% | 60% |
| Beta vs S&P 500 | 0.81 | — |
| Correlation with S&P 500 | 0.64 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
DFGR rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 35 | −4.2% | +8.4% | +32.6% | 91% |
| 3-year (a year) | 11 | +4.2% | +9.7% | +12.5% | 100% |
Every holding period starting at a month-end since 2022. Returns for 3 years and longer are annualized.
DFGR performance overview
Dimensional Gloabl Real Estate ETF (DFGR) returned +4.5% over the past year, with distributions reinvested. Since its first recorded price in 2022 it has returned +6.3% a year, turning $10,000 into about $12,689. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −21.3%, from Feb 2, 2023 to Oct 25, 2023, and it took 9 months to get back to the old high. DFGR finished 3 of its 3 full calendar years with a gain; the best year was 2023 (+9.6%) and the worst 2024 (+1.9%). Volatility has been 16.2% a year.
Related: DFGR chart, DFGR holdings, DFGR dividends, DFGR valuation. See the DFGR overview for the latest quote and fund facts.
DFGR performance FAQ
What is the DFGR return over the past year?
DFGR returned +4.5% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 0.3%.
How much would $10,000 invested in DFGR be worth?
$10,000 invested in DFGR at its first recorded close on December 7, 2022 would be worth about $12,689 on October 23, 2026 with distributions reinvested.
What was the worst year for DFGR?
The worst calendar year was 2024, with a total return of +1.9%. The best was 2023 at +9.6%.
What is the biggest drawdown of DFGR?
The largest peak-to-trough decline was −21.3% between February 2, 2023 and October 25, 2023. It recovered to the old high on July 16, 2024, 9 months after the bottom.
How volatile is DFGR?
Over the past 3 years DFGR had an annualized volatility of 15.9% and a Sharpe ratio of 0.42 (excess return over 1–3 month T-bills per unit of risk).