| DFAU | |
|---|---|
| Total return | +130.3% |
| Annualised (CAGR) | +15.4% |
| Volatility (annualised) | +14.9% |
| Sharpe (rf = 0) | 1.03 |
| Deepest drawdown | -23.6% |
| Drawdown peak → trough | 2022-01-04 → 2022-09-30 |
Over the 5.8 years to 2026-09-21 the fund returned +130.3% in total (+15.4% a year), with a deepest drawdown of -23.6% from 2022-01-04 to 2022-09-30. Its worst calendar year was 2022 (-17.0%), its best 2021 (+26.9%).
| Year | DFAU |
|---|---|
| 2026 | +14.4% |
| 2025 | +16.8% |
| 2024 | +23.2% |
| 2023 | +24.8% |
| 2022 | -17.0% |
| 2021 | +26.9% |
| 2020 | +6.5% |
It does not say DFAU is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -23.6% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.
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