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DFUS

Dimensional U.S. Equity Market ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-09-09
Executive Summary
The quantitative backtest for DFUS (Dimensional U.S. Equity Market ETF) using the Excess Return MMA* strategy in a Investing context demonstrated its primary role in risk mitigation, experiencing a maximum drawdown of -16.7% (compared to the benchmark's drawdown of -19.4%). Over the evaluated period, this protective approach generated a Compound Annual Growth Rate (CAGR) of 14.7%, compared to a Buy-and-Hold benchmark return of 21.0%. The strategy executed 6 total trades.

* Excess Return MMA: Multi-Moving Average (Triple-Band) model utilizing sophisticated long/short cross durations optimized against volatility.

🛡️ DFUS Drawdown Shield & Downside Protection

Why Drawdown Dictates Longevity →
Peak Drawdown Defense
-16.7% (vs -19.4% B&H)
+2.7% shallower drawdown
Drawdown Shield
2.7% Cut
Protected capital vs -19.4% B&H
Capital Sheltered from Risk
13.0% of Time
Earning Treasury yield during downturns
* Drawdown Shield demonstrates how systematic trend-following bounded historical drawdowns and protected principal capital compared to passive Buy & Hold.

📊 DFUS Quality Metrics & KPI Summary

Metric 1Y5YFull
StrategyB&HStrategyB&HStrategyB&H
Max Drawdown-8.96%-8.96%-16.71%-24.62%-16.71%-19.44%
Sharpe Ratio1.081.300.900.681.121.28
Sortino Ratio1.521.870.910.941.401.68
CAGR14.91%18.60%9.34%12.43%14.69%21.01%
% Time Invested96.4%100.0%56.6%100.0%87.0%100.0%
Trades / Year0.00.01.20.01.80.0

Cumulative Growth Performance

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Hydrating Performance Trajectory... Loading historical performance data
Figure 1: Cumulative Trajectory Analysis. Logarithmic growth comparison of DFUS under the Excess Return MMA strategy (Investing) versus Buy & Hold. The strategy produced a 14.7% CAGR with a -16.7% Max Drawdown across 6 trade signals (compared to Buy & Hold's 21.0% CAGR and -19.4% Max Drawdown).

Return Distribution Analysis

Histogram of monthly return distribution for DFUS under Excess Return MMA strategy in Investing context, illustrating downside risk mitigation and return skewness.
Figure 2: Monthly Return Distribution Profile. Monthly return distribution for DFUS under Excess Return MMA (Investing). Visualizes return frequency, volatility clustering, and tail-risk truncation relative to standard buy-and-hold returns.
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Top 5 non-correlated asset sleeves evaluated on 1Y daily percentage returns (Pearson r). Compare them side-by-side in Compare Studio to analyze portfolio diversification.

Diversifier Asset Category 1Y Correlation (r) Action
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Trade History

This log shows every signal-driven transition. Completed trades reflect standard market cycles. An Open or Mark-to-Market exit denotes an active position (either in the primary asset or a cash/yield sleeve) valued at the current price for reporting purposes. Interest entries record yield accrued from cash or cash alternatives (like BIL) during out-of-market defensive periods.

Entry DateExit DateTypeAllocationEntry PriceExit PriceNet Return %Exit Reason
🔒 Active Positions & Recent Execution Signals Hidden
Trading on delayed data carries high execution risk. Current allocations, pending next-day rebalances, and active execution signals (last 60 days) require a Premium subscription.
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2026-04-09 2026-05-13 Interest (CASH) 33.33% $1.00 $1.00 0.35% Interest Income
2025-07-11 2026-04-09 Completed 33.33% $67.05 $73.51 9.58% Signal
2025-07-14 2025-09-12 Interest (CASH) 33.33% $1.00 $1.01 0.72% Interest Income
2025-04-30 2025-07-14 Completed 33.33% $58.47 $67.02 14.57% Signal
2025-03-28 2025-07-11 Interest (CASH) 33.33% $1.00 $1.01 1.21% Interest Income
2025-04-07 2025-04-30 Interest (CASH) 33.33% $1.00 $1.00 0.27% Interest Income
2025-04-07 2025-04-30 Interest (CASH) 33.33% $1.00 $1.00 0.27% Interest Income
2023-11-08 2025-04-07 Completed 33.33% $46.06 $52.09 13.05% Stop
2023-06-08 2025-04-07 Completed 33.33% $44.65 $52.09 16.63% Stop
2024-01-04 2025-03-28 Completed 33.33% $49.58 $60.47 21.90% Signal
2023-11-06 2024-01-04 Interest (CASH) 33.33% $1.00 $1.01 0.85% Interest Income
2023-06-06 2023-11-08 Interest (CASH) 33.33% $1.00 $1.02 2.31% Interest Income
2023-06-08 2023-11-06 Completed 33.33% $44.65 $45.83 2.60% Signal
2023-06-06 2023-06-08 Interest (CASH) 33.33% $1.00 $1.00 0.02% Interest Income
2023-06-06 2023-06-08 Interest (CASH) 33.33% $1.00 $1.00 0.02% Interest Income

Next Steps: Portfolio Integration & Comparative Analysis

Single-ticker trend following is designed to truncate tail risk inside a broader portfolio. View where DFUS ranks across 40+ tracked assets, evaluate correlation against non-correlated diversifiers, or model it inside a custom all-weather asset mix.

📊 View Full 40-Asset Backtest Matrix → 🛠️ Build Custom Portfolio with DFUS → ⚖️ Compare DFUS vs Non-Correlated Assets →