DFA Investment Dimensions Group (DFSV) Performance
DFSV total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +19.4% since Dec 31, 2025
- 1 year
- +23.5% total return
- 3 years
- +19.3% a year
- Since first price
- +11.6% a year since 2022
DFSV trailing returns vs SPY, QQQ, AGG
| Period | DFSV total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +1.5% | +1.5% | −1.0% | −5.0% | +0.9% |
| 3 months | −0.6% | −0.9% | +3.2% | +1.9% | −0.4% |
| 6 months | +5.1% | +4.3% | +7.8% | +8.4% | −1.5% |
| YTD | +19.4% | +18.2% | +12.3% | +15.1% | −1.0% |
| 1 year | +23.5% | +21.6% | +14.4% | +15.9% | −1.1% |
| 3 years | +69.8%+19.3%/yr | +62.4% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionFeb 24, 2022 | +66.7%+11.6%/yr | +56.4% | — | — | — |
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: DFSV vs SPY
From Feb 24, 2022: DFSV grew to $16,672, SPY to $18,905.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
DFSV returns by calendar year
3 of 3 full years positive. Best 2023 (+19.3%), worst 2024 (+7.1%). 2026 is year to date.
DFSV annual returns table
| Year | DFSV | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +19.4% | −9.4% | +12.3% | +15.1% | −1.0% |
| 2025 | +8.6% | −24.4% | +17.7% | +20.8% | +7.2% |
| 2024 | +7.1% | −9.9% | +24.9% | +25.6% | +1.3% |
| 2023 | +19.3% | −18.0% | +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.
DFSV largest drawdowns
Now 4.5% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Nov 25, 2024 | −28.0% | Apr 8, 2025 | Dec 10, 2025 | 4 months | 1.0 years |
| Feb 2, 2023 | −18.0% | May 4, 2023 | Dec 14, 2023 | 3 months | 10 months |
| Mar 29, 2022 | −17.6% | Sep 27, 2022 | Dec 2, 2022 | 6 months | 8 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
DFSV risk statistics
| Statistic | 3 years | Since 2022 |
|---|---|---|
| Annualized return | +15.6% | +10.2% |
| Volatility (annualized) | 18.7% | 21.4% |
| Sharpe ratio | 0.64 | 0.38 |
| Sortino ratio | 1.12 | 0.62 |
| Best month | +12.0% | +15.0% |
| Worst month | −7.9% | −10.5% |
| Best 12 months | +44.2% | +44.2% |
| Worst 12 months | −5.1% | −6.3% |
| Positive months | 61% | 55% |
| Beta vs S&P 500 | 0.98 | — |
| Correlation with S&P 500 | 0.66 | — |
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.
DFSV rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 45 | −6.3% | +13.0% | +44.2% | 82% |
| 3-year (a year) | 21 | +4.4% | +11.8% | +19.3% | 100% |
Every holding period starting at a month-end since 2022. Returns for 3 years and longer are annualized.
DFSV performance overview
DFA Investment Dimensions Group (DFSV) returned +23.5% over the past year, with distributions reinvested. Since its first recorded price in 2022 it has returned +11.6% a year, turning $10,000 into about $16,672. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −28.0%, from Nov 25, 2024 to Apr 8, 2025, and it took 8 months to get back to the old high. DFSV finished 3 of its 3 full calendar years with a gain; the best year was 2023 (+19.3%) and the worst 2024 (+7.1%). Volatility has been 21.4% a year.
Related: DFSV chart, DFSV holdings, DFSV dividends, DFSV valuation. See the DFSV overview for the latest quote and fund facts.
DFSV performance FAQ
What is the DFSV return over the past year?
DFSV returned +23.5% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 21.6%.
How much would $10,000 invested in DFSV be worth?
$10,000 invested in DFSV at its first recorded close on February 24, 2022 would be worth about $16,672 on October 23, 2026 with distributions reinvested.
What was the worst year for DFSV?
The worst calendar year was 2024, with a total return of +7.1%. The best was 2023 at +19.3%.
What is the biggest drawdown of DFSV?
The largest peak-to-trough decline was −28.0% between November 25, 2024 and April 8, 2025. It recovered to the old high on December 10, 2025, 8 months after the bottom.
How volatile is DFSV?
Over the past 3 years DFSV had an annualized volatility of 18.7% and a Sharpe ratio of 0.64 (excess return over 1–3 month T-bills per unit of risk).