DFA Investment Dimensions Group (DUHP) Performance
DUHP total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +11.6% since Dec 31, 2025
- 1 year
- +12.1% total return
- 3 years
- +19.8% a year
- Since first price
- +13.3% a year since 2022
DUHP trailing returns vs SPY, QQQ, AGG
| Period | DUHP total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.0% | −0.0% | −1.0% | −5.0% | +0.9% |
| 3 months | +2.3% | +2.1% | +3.2% | +1.9% | −0.4% |
| 6 months | +8.3% | +7.8% | +7.8% | +8.4% | −1.5% |
| YTD | +11.6% | +10.8% | +12.3% | +15.1% | −1.0% |
| 1 year | +12.1% | +11.1% | +14.4% | +15.9% | −1.1% |
| 3 years | +72.0%+19.8%/yr | +66.2% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionFeb 24, 2022 | +79.0%+13.3%/yr | +69.1% | — | — | — |
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: DUHP vs SPY
From Feb 24, 2022: DUHP grew to $17,899, SPY to $18,905.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
DUHP returns by calendar year
3 of 3 full years positive. Best 2023 (+21.1%), worst 2025 (+13.8%). 2026 is year to date.
DUHP annual returns table
| Year | DUHP | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +11.6% | −9.0% | +12.3% | +15.1% | −1.0% |
| 2025 | +13.8% | −17.9% | +17.7% | +20.8% | +7.2% |
| 2024 | +19.5% | −7.6% | +24.9% | +25.6% | +1.3% |
| 2023 | +21.1% | −8.8% | +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.
DUHP largest drawdowns
Now 1.5% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Mar 29, 2022 | −20.0% | Sep 30, 2022 | Jun 30, 2023 | 6 months | 1.3 years |
| Feb 19, 2025 | −17.9% | Apr 8, 2025 | Jul 1, 2025 | 48 days | 4 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
DUHP risk statistics
| Statistic | 3 years | Since 2022 |
|---|---|---|
| Annualized return | +19.1% | +12.9% |
| Volatility (annualized) | 11.8% | 15.2% |
| Sharpe ratio | 1.18 | 0.62 |
| Sortino ratio | 1.98 | 0.97 |
| Best month | +8.3% | +10.4% |
| Worst month | −6.1% | −9.0% |
| Best 12 months | +35.5% | +35.5% |
| Worst 12 months | +6.1% | −3.2% |
| Positive months | 75% | 65% |
| Beta vs S&P 500 | 0.89 | — |
| Correlation with S&P 500 | 0.94 | — |
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.
DUHP rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 45 | −3.2% | +15.2% | +35.5% | 96% |
| 3-year (a year) | 21 | +9.5% | +17.3% | +22.6% | 100% |
Every holding period starting at a month-end since 2022. Returns for 3 years and longer are annualized.
DUHP performance overview
DFA Investment Dimensions Group (DUHP) returned +12.1% over the past year, with distributions reinvested. Since its first recorded price in 2022 it has returned +13.3% a year, turning $10,000 into about $17,899. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −20.0%, from Mar 29, 2022 to Sep 30, 2022, and it took 9 months to get back to the old high. DUHP finished 3 of its 3 full calendar years with a gain; the best year was 2023 (+21.1%) and the worst 2025 (+13.8%). Volatility has been 15.2% a year.
Related: DUHP chart, DUHP holdings, DUHP dividends, DUHP valuation. See the DUHP overview for the latest quote and fund facts.
DUHP performance FAQ
What is the DUHP return over the past year?
DUHP returned +12.1% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 11.1%.
How much would $10,000 invested in DUHP be worth?
$10,000 invested in DUHP at its first recorded close on February 24, 2022 would be worth about $17,899 on October 23, 2026 with distributions reinvested.
What was the worst year for DUHP?
The worst calendar year was 2025, with a total return of +13.8%. The best was 2023 at +21.1%.
What is the biggest drawdown of DUHP?
The largest peak-to-trough decline was −20.0% between March 29, 2022 and September 30, 2022. It recovered to the old high on June 30, 2023, 9 months after the bottom.
How volatile is DUHP?
Over the past 3 years DUHP had an annualized volatility of 11.8% and a Sharpe ratio of 1.18 (excess return over 1–3 month T-bills per unit of risk).