Summary
DFSU
Prices · period metrics · 12M
NAV as of 11/06/2026
02/04/2025 → 02/04/2026
Return 21.29% Volatility 19.01% Sharpe 0.59
Official loaded data — not a live quote.

DIMENSIONAL US SUSTAINABILITY CORE 1 ETF

Symbol: DFSU

Exchange: NYSE

Sector: Technology

Category: Large Blend

Inception date: 01/11/2022

Latest date: 11/06/2026

Current price: $46.00

Expense ratio: 0.15%

Assets under management
$2.2B
1.25% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

0.82%

Ann. -44.14% (Sharpe / Sortino numerator)

Volatility

19.08%

Sharpe ratio

-2.504

VaR 95%

-1.83%

CVaR 95%: -1.87%
Max drawdown: -8.21%
Sortino ratio: -4.723
Calmar ratio: -5.38

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

8.23%

Ann. -18.52% (Sharpe / Sortino numerator)

Volatility

15.58%

Sharpe ratio

-1.422

VaR 95%

-1.84%

CVaR 95%: -1.97%
Max drawdown: -10.33%
Sortino ratio: -2.196
Calmar ratio: -1.79

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

4.77%

Ann. -5.36% (Sharpe / Sortino numerator)

Volatility

14.37%

Sharpe ratio

-0.625

VaR 95%

-1.58%

CVaR 95%: -2.00%
Max drawdown: -10.33%
Sortino ratio: -0.900
Calmar ratio: -0.52

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

21.29%

Ann. 14.85% (Sharpe / Sortino numerator)

Volatility

19.01%

Sharpe ratio

0.590

VaR 95%

-1.65%

CVaR 95%: -2.74%
Max drawdown: -10.33%
Sortino ratio: 0.762
Calmar ratio: 1.44

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

35.96%

Ann. 11.50% (Sharpe / Sortino numerator)

Volatility

16.91%

Sharpe ratio

0.465

VaR 95%

-1.66%

CVaR 95%: -2.45%
Max drawdown: -19.88%
Sortino ratio: 0.610
Calmar ratio: 0.58

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

68.77%

Ann. 17.05% (Sharpe / Sortino numerator)

Volatility

15.60%

Sharpe ratio

0.860

VaR 95%

-1.56%

CVaR 95%: -2.20%
Max drawdown: -19.88%
Sortino ratio: 1.176
Calmar ratio: 0.86

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 11/06/2025 - 11/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.08%

Best day

3.03%

08/04/2026
Worst day

-2.842%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
11/06/2026 $45.43 $46.13 $45.24 $46.00 210,800
10/06/2026 $45.72 $46.03 $45.22 $45.23 68,900
09/06/2026 $46.37 $46.42 $45.08 $45.99 101,200
08/06/2026 $46.10 $46.28 $45.90 $45.92 90,200
05/06/2026 $46.59 $46.64 $45.77 $45.87 43,700
04/06/2026 $46.46 $46.91 $46.46 $46.86 72,500
03/06/2026 $46.63 $46.64 $46.45 $46.50 47,000
02/06/2026 $46.70 $46.93 $46.70 $46.82 44,600
01/06/2026 $46.54 $46.81 $46.45 $46.67 69,900
29/05/2026 $46.72 $46.77 $46.62 $46.68 74,300