Summary
DFUS
Prices · period metrics · 12M
NAV as of 11/06/2026
02/04/2025 → 02/04/2026
Return 24.86% Volatility 18.47% Sharpe 0.77
Official loaded data — not a live quote.

DIMENSIONAL U.S. EQUITY MARKET ETF

Symbol: DFUS

Exchange: NYSE

Sector: Technology

Category: Large Blend

Inception date: 25/09/2001

Latest date: 11/06/2026

Current price: $80.67

Expense ratio: 0.09%

Assets under management
$20.9B
1.40% 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

0.32%

Ann. -38.89% (Sharpe / Sortino numerator)

Volatility

18.48%

Sharpe ratio

-2.302

VaR 95%

-1.72%

CVaR 95%: -1.75%
Max drawdown: -7.49%
Sortino ratio: -4.233
Calmar ratio: -5.20

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

9.91%

Ann. -14.45% (Sharpe / Sortino numerator)

Volatility

14.75%

Sharpe ratio

-1.226

VaR 95%

-1.64%

CVaR 95%: -1.78%
Max drawdown: -9.18%
Sortino ratio: -1.856
Calmar ratio: -1.57

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

7.96%

Ann. -2.96% (Sharpe / Sortino numerator)

Volatility

13.94%

Sharpe ratio

-0.473

VaR 95%

-1.62%

CVaR 95%: -1.90%
Max drawdown: -9.18%
Sortino ratio: -0.663
Calmar ratio: -0.32

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

24.86%

Ann. 17.89% (Sharpe / Sortino numerator)

Volatility

18.47%

Sharpe ratio

0.772

VaR 95%

-1.66%

CVaR 95%: -2.65%
Max drawdown: -9.18%
Sortino ratio: 0.962
Calmar ratio: 1.95

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

41.43%

Ann. 13.66% (Sharpe / Sortino numerator)

Volatility

16.57%

Sharpe ratio

0.606

VaR 95%

-1.64%

CVaR 95%: -2.44%
Max drawdown: -19.44%
Sortino ratio: 0.763
Calmar ratio: 0.70

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

76.77%

Ann. 18.53% (Sharpe / Sortino numerator)

Volatility

15.16%

Sharpe ratio

0.983

VaR 95%

-1.52%

CVaR 95%: -2.18%
Max drawdown: -19.44%
Sortino ratio: 1.291
Calmar ratio: 0.95

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

0.092%

Best day

2.932%

31/03/2026
Worst day

-2.758%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
11/06/2026 $79.56 $80.88 $79.15 $80.67 869,400
10/06/2026 $80.07 $80.63 $79.16 $79.17 751,800
09/06/2026 $81.19 $81.61 $78.79 $80.46 1,990,600
08/06/2026 $81.14 $81.34 $80.59 $80.68 747,300
05/06/2026 $82.13 $82.17 $80.19 $80.40 703,100
04/06/2026 $82.01 $82.81 $81.97 $82.68 532,300
03/06/2026 $82.80 $82.80 $82.24 $82.32 712,400
02/06/2026 $82.56 $82.97 $82.52 $82.87 1,188,800
01/06/2026 $82.36 $82.82 $82.20 $82.62 874,700
29/05/2026 $82.35 $82.61 $82.19 $82.42 454,200