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DFAC Dimensional U.s. Core Equity 2 ETF

Over the last 5 years (2021-062026-07), $10,000 invested in DFAC with dividends reinvested grew to $17,64111.61% a year — with a worst peak-to-trough fall of -22.48%. Past performance doesn't predict future results.

Growth of $10,000 · 2021-062026-07 · dividends reinvested

CAGR (annualized return)
11.61%
Volatility (annualized)
15.75%
Worst drawdown
-22.48%
Sharpe ratio
0.67

About DFAC

The Dimensional US Core Equity 2 Fund is a mutual fund designed to provide diversified exposure to the U.S. equity market. With a focus on capturing the comprehensive returns of various market sectors, this fund aims to allocate investments across a broad array of U.S. companies, including large, medium, and small-cap stocks. The fund primarily seeks long-term capital appreciation by employing a disciplined, systematic investment approach. Notable for its emphasis on fundamental characteristics rather than market trends, the Dimensional US Core Equity 2 Fund employs a factor-based strategy that may include considerations like company size, price-to-book ratios, and expected profitability. These attributes allow the fund to harness various sources of equity return, promoting diversification and reducing concentration risk. As part of its market significance, this fund plays a vital role for investors looking to achieve a balanced exposure to the U.S. market through a single investment vehicle. By focusing on key economic sectors such as technology, healthcare, and financial services, this fund mirrors from the fundamental underpinnings of the U.S. economy, providing an integral option for those considering comprehensive equity allocation.

Put DFAC to the test

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Educational use only — not investment advice. Results are hypothetical.Read full disclaimer

This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.

DFAC — Dimensional U.s. Core Equity 2 ETF: returns, risk & backtest · Informed Portfolio