DFA Investment Dimensions Group (DXUV) Performance
DXUV total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +14.9% since Dec 31, 2025
- 1 year
- +17.5% total return
- Since first price
- +38.0% since 2024
DXUV trailing returns vs SPY, QQQ, AGG
| Period | DXUV total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +0.4% | +0.4% | −1.0% | −5.0% | +0.9% |
| 3 months | +2.3% | +2.1% | +3.2% | +1.9% | −0.4% |
| 6 months | +7.6% | +7.0% | +7.8% | +8.4% | −1.5% |
| YTD | +14.9% | +14.1% | +12.3% | +15.1% | −1.0% |
| 1 year | +17.5% | +16.3% | +14.4% | +15.9% | −1.1% |
| Since inceptionSep 12, 2024 | +38.0% | +35.0% | — | — | — |
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: DXUV vs SPY
From Sep 12, 2024: DXUV grew to $13,799, SPY to $13,949.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
DXUV returns by calendar year
1 of 1 full years positive. Best 2025 (+14.3%), worst 2025 (+14.3%). 2026 is year to date.
DXUV annual returns table
| Year | DXUV | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +14.9% | −8.5% | +12.3% | +15.1% | −1.0% |
| 2025 | +14.3% | −19.7% | +17.7% | +20.8% | +7.2% |
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.
DXUV largest drawdowns
Now 3.1% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Dec 4, 2024 | −21.1% | Apr 8, 2025 | Jul 10, 2025 | 4 months | 7 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
DXUV risk statistics
| Statistic | Since 2024 |
|---|---|
| Annualized return | +14.1% |
| Volatility (annualized) | 13.1% |
| Sharpe ratio | 0.77 |
| Sortino ratio | 1.29 |
| Best month | +8.3% |
| Worst month | −5.6% |
| Best 12 months | +32.5% |
| Worst 12 months | +7.0% |
| 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.
DXUV rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 14 | +7.0% | +17.9% | +32.5% | 100% |
Every holding period starting at a month-end since 2024. Returns for 3 years and longer are annualized.
DXUV performance overview
DFA Investment Dimensions Group (DXUV) returned +17.5% over the past year, with distributions reinvested. Since its first recorded price on Sep 12, 2024 it has returned +38.0%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −21.1%, from Dec 4, 2024 to Apr 8, 2025, and it took 3 months to get back to the old high. Volatility has been 13.1% a year.
Related: DXUV chart, DXUV dividends. See the DXUV overview for the latest quote and fund facts.
DXUV performance FAQ
What is the DXUV return over the past year?
DXUV returned +17.5% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 16.3%.
How much would $10,000 invested in DXUV be worth?
$10,000 invested in DXUV at its first recorded close on September 12, 2024 would be worth about $13,799 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of DXUV?
The largest peak-to-trough decline was −21.1% between December 4, 2024 and April 8, 2025. It recovered to the old high on July 10, 2025, 3 months after the bottom.
How volatile is DXUV?
Over the past history DXUV had an annualized volatility of 13.1% and a Sharpe ratio of 0.77 (excess return over 1–3 month T-bills per unit of risk).