DFAT
Dimensional U.S. Targeted Value ETF
ETF
$67.76+0.63 (+0.94%)Close Oct 2, 2026
Jun 14, 2021 – Oct 2, 2026, Dividends reinvested
- Final balance
- $16,051
- CAGR
- +9.34%
- Max drawdown
- −26.12%
- Sharpe ratio
- 0.53
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −4.56%
- 3M
- −2.26%
- 6M
- +8.72%
- YTD
- +14.99%
- 1Y
- +17.77%
- 3Y
- +16.23%
- 5Y
- +10.02%
- Since 2021
- +9.34%
Metrics
Since 2021| Volatility | 21.00% |
|---|---|
| Sortino ratio | 0.78 |
| Calmar ratio | 0.36 |
| Best year, 2023 | +20.86% |
| Worst year, 2022 | −6.23% |
| Positive years | 3 of 4 |
| Longest drawdown | 1.2 years |
Worst drawdowns
Since 2021| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −26.1% | Nov 2024 | Apr 2025 | Dec 2025 | 1 year |
| −20.0% | Nov 2021 | Sep 2022 | Feb 2023 | 1.2 years |
| −16.5% | Feb 2023 | May 2023 | Jul 2023 | 6 months |
| −13.8% | Jul 2023 | Oct 2023 | Dec 2023 | 4 months |
| −9.8% | Jul 2024 | Aug 2024 | Nov 2024 | 3 months |
Annual returns
2021 from Jun 14 · 2026 through Oct 2