Dimensional Emerging Markets Core Equity 2 ETF (DFEM) Total Returns

Growth of $10,000 chart

2022-04-27 to 2026-04-21
to
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Investment Performance

Final Value
$16,264
Total Return
62.64%
CAGR
12.99%
Dividends
$1,039.17
Yield on Cost
10.39%

Rolling Returns

1-Month (21 Trading Days)
Average+1.07%
Median+1.09%
Best+15.90%
Worst-12.15%
% of Windows Positive60.9%
1-Year (252 Trading Days)
Average+14.44%
Median+12.20%
Best+60.27%
Worst-7.07%
% of Windows Positive94.9%
3-Year (756 Trading Days)

Risk Metrics

Maximum Drawdown -21.02%
Average Drawdown -5.27%
Drawdown Duration 309 Trading Days
Sortino Ratio 1.18
Calmar Ratio 0.62
CVaR (5%) -2.41%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +14.42% (+55.78% ann.) +$1442.08 $13.91 $2.78 $0.02
2025 +28.85% +$2884.92 $295.78 $59.15 $0.48
2024 +7.00% +$700.08 $264.20 $52.84 $0.43
2023 +13.34% +$1334.41 $266.18 $53.24 $0.43
2022 partial -9.04% (-13.08% ann.) $904.16 $178.62 $35.72 $0.29

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Inflation shock / duration crash / aggressive tightening partial April 27, 2022 – November 9, 2022 -14.56% -25.42% $1456.03 $118.20 $23.64 $0.19
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +25.41% +12.99% +$2541.26 $563.72 $112.75 $0.91
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 21, 2026 +46.42% +27.14% +$4641.58 $377.93 $75.58 $0.61

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
2022-06-22 $0.0690 0.29%
2022-09-20 $0.2270 1.01%
2022-12-20 $0.1500 0.66%
2023-03-21 $0.0270 0.12%
2023-06-21 $0.1550 0.64%
2023-09-19 $0.2900 1.20%
2023-12-19 $0.1220 0.50%
2024-03-19 $0.0330 0.13%
2024-06-18 $0.1900 0.71%
2024-09-17 $0.2560 0.95%
2024-12-17 $0.1760 0.65%
2025-03-25 $0.0610 0.22%
2025-06-24 $0.2470 0.85%
2025-09-23 $0.2590 0.80%
2025-12-16 $0.2020 0.62%
2026-03-24 $0.0460 0.13%
Total 16 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2022-04-27 to 2026-04-21. Change
Date Total Yield Tax Trans. Cost Shares Bought
2022-06-22 $27.50 $5.50 $0.04 0.9441
2022-09-20 $90.70 $18.14 $0.15 3.2708
2022-12-20 $60.42 $12.08 $0.10 2.1518
2023-03-21 $10.93 $2.19 $0.02 0.3812
2023-06-21 $62.83 $12.57 $0.10 2.0763
2023-09-19 $118.16 $23.63 $0.19 3.9721
2023-12-19 $50.19 $10.04 $0.08 1.6356
2024-03-19 $13.63 $2.73 $0.02 0.4310
2024-06-18 $78.56 $15.71 $0.13 2.3343
2024-09-17 $106.45 $21.29 $0.17 3.1938
2024-12-17 $73.74 $14.75 $0.12 2.2010
2025-03-25 $25.69 $5.14 $0.04 0.7578
2025-06-24 $104.22 $20.84 $0.17 2.8400
2025-09-23 $110.02 $22.00 $0.18 2.7297
2025-12-16 $86.36 $17.27 $0.14 2.1473
2026-03-24 $19.77 $3.95 $0.03 0.4594
Total $1039.17 $207.83 $1.68 31.5263

All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.

For each rolling window, returns are calculated at every possible starting point:

return = (value[i] ÷ value[i − windowSize] − 1) × 100

Windows
1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
Statistics
Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.

The series is segmented by calendar year:

return = (endValue ÷ startValue − 1) × 100

startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.

GEM

CAGR 8.40% Total 134.35% Final $23,435
2015-09-29 — 2026-04-21
VWO

CAGR 6.30% Total 262.92% Final $36,292
2005-03-10 — 2026-04-21
EEM

CAGR 9.38% Total 687.11% Final $78,711
2003-04-14 — 2026-04-21