Dimensional Global Credit ETF (DGCB) Performance
DGCB total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −0.4% since Dec 31, 2025
- 1 year
- −0.8% total return
- Since first price
- +17.1% since 2023
DGCB trailing returns vs AGG, TLT, SPY
| Period | DGCB total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +0.6% | +0.2% | +0.9% | +1.5% | −1.0% |
| 3 months | −0.7% | −1.4% | −0.4% | −1.0% | +3.2% |
| 6 months | −1.1% | −4.2% | −1.5% | −3.8% | +7.8% |
| YTD | −0.4% | −3.5% | −1.0% | −3.4% | +12.3% |
| 1 year | −0.8% | −5.7% | −1.1% | −6.9% | +14.4% |
| Since inceptionNov 8, 2023 | +17.1% | +4.0% | — | — | — |
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: DGCB vs AGG
From Nov 8, 2023: DGCB grew to $11,708, AGG to $11,357.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
DGCB returns by calendar year
2 of 2 full years positive. Best 2025 (+6.7%), worst 2024 (+3.8%). 2026 is year to date.
DGCB annual returns table
| Year | DGCB | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | −0.4% | −3.8% | −1.0% | −3.4% | +12.3% |
| 2025 | +6.7% | −3.1% | +7.2% | +4.3% | +17.7% |
| 2024 | +3.8% | −2.5% | +1.3% | −8.1% | +24.9% |
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.
DGCB risk statistics
| Statistic | Since 2023 |
|---|---|
| Annualized return | +4.4% |
| Volatility (annualized) | 4.6% |
| Sharpe ratio | 0.02 |
| Sortino ratio | 0.02 |
| Best month | +3.7% |
| Worst month | −2.4% |
| Best 12 months | +9.4% |
| Worst 12 months | −1.1% |
| Positive months | 71% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
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.
DGCB rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 24 | −1.1% | +5.2% | +9.4% | 92% |
Every holding period starting at a month-end since 2023. Returns for 3 years and longer are annualized.
DGCB performance overview
Dimensional Global Credit ETF (DGCB) returned −0.8% over the past year, with distributions reinvested. Since its first recorded price on Nov 8, 2023 it has returned +17.1%. Over the same year U.S. bonds (AGG) returned −1.1%.
Related: DGCB chart, DGCB dividends, DGCB bond profile. See the DGCB overview for the latest quote and fund facts.
DGCB performance FAQ
What is the DGCB return over the past year?
DGCB returned −0.8% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 5.7%.
How much would $10,000 invested in DGCB be worth?
$10,000 invested in DGCB at its first recorded close on November 8, 2023 would be worth about $11,708 on October 23, 2026 with distributions reinvested.
What was the worst year for DGCB?
The worst calendar year was 2024, with a total return of +3.8%. The best was 2025 at +6.7%.
How volatile is DGCB?
Over the past history DGCB had an annualized volatility of 4.6% and a Sharpe ratio of 0.02 (excess return over 1–3 month T-bills per unit of risk).