Dimensional Emerging Markets Core Equity 2 ETF (DFEM) Total Returns
Growth of $10,000 chart
2022-04-27 to 2026-03-18 to
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%
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| Final Value | Total Return | CAGR | Dividends | Yield on Cost | |
|---|---|---|---|---|---|
| Nominal | $15,030.20 | 50.30% | 11.04% | $1,019.40 | 10.19% |
| Real * | $13,244.76 | 32.45% | 7.49% | $942.22 | 9.42% |
* Adjusted to Apr 2022 purchasing power (US CPI-U) Taxes: $203.88 · Transaction costs: $1.65 Reinvested dividends with 20% tax, 0.2% cost per reinvestment.
Rolling 1-Year Returns (252 Trading Days)
| Metric | Value |
|---|---|
| Average Rolling Return | +13.61% |
| Median Rolling Return | +11.91% |
| Best Rolling Return | +44.14% |
| Worst Rolling Return | -7.07% |
| % of Windows Positive | 94.8% |
Risk Metrics
| Metric | Value |
|---|---|
| Maximum Drawdown | -21.02% |
| Drawdown Duration | 309 Trading Days |
| Sortino Ratio | 1.04 |
| Calmar Ratio | 0.57 |
| CVaR (5%) | -2.36% |
Yearly Returns
| Year | Return | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +5.74% (+30.33% ann.) | +$574.36 | $0.00 | $0.00 | $0.00 |
| 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 Regime Returns
| Regime | Period | Return | Ann. Return | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Inflation shock / duration crash / aggressive tightening partial | 2022-04-27 – 2022-11-09 | -14.56% | -25.42% | $1456.03 | $118.20 | $23.64 | $0.19 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | 2022-11-10 – 2024-09-17 | +25.41% | +12.99% | +$2541.26 | $563.72 | $112.75 | $0.91 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | 2024-09-18 – 2026-03-18 | +35.31% | +22.42% | +$3531.22 | $360.13 | $72.02 | $0.59 |
Dividend History
| Date | Per Share | Yield % | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|---|---|
| 2022-06-22 | $0.0690 | 0.29% | $27.50 | $5.50 | $0.04 | 0.9441 |
| 2022-09-20 | $0.2270 | 1.01% | $90.70 | $18.14 | $0.15 | 3.2708 |
| 2022-12-20 | $0.1500 | 0.66% | $60.42 | $12.08 | $0.10 | 2.1518 |
| 2023-03-21 | $0.0270 | 0.12% | $10.93 | $2.19 | $0.02 | 0.3812 |
| 2023-06-21 | $0.1550 | 0.64% | $62.83 | $12.57 | $0.10 | 2.0763 |
| 2023-09-19 | $0.2900 | 1.20% | $118.16 | $23.63 | $0.19 | 3.9721 |
| 2023-12-19 | $0.1220 | 0.50% | $50.19 | $10.04 | $0.08 | 1.6356 |
| 2024-03-19 | $0.0330 | 0.13% | $13.63 | $2.73 | $0.02 | 0.4310 |
| 2024-06-18 | $0.1900 | 0.71% | $78.56 | $15.71 | $0.13 | 2.3343 |
| 2024-09-17 | $0.2560 | 0.95% | $106.45 | $21.29 | $0.17 | 3.1938 |
| 2024-12-17 | $0.1760 | 0.65% | $73.74 | $14.75 | $0.12 | 2.2010 |
| 2025-03-25 | $0.0610 | 0.22% | $25.69 | $5.14 | $0.04 | 0.7578 |
| 2025-06-24 | $0.2470 | 0.85% | $104.22 | $20.84 | $0.17 | 2.8400 |
| 2025-09-23 | $0.2590 | 0.80% | $110.02 | $22.00 | $0.18 | 2.7297 |
| 2025-12-16 | $0.2020 | 0.62% | $86.36 | $17.27 | $0.14 | 2.1473 |
| Total | 15 payments | $1019.40 | $203.88 | $1.65 | 31.0669 |
VWRL.AS
Vanguard FTSE All-World UCITS ETF
CAGR 9.35% Total 243.89% Final €34,388.69
2012-05-22 — 2026-03-18
EEM
iShares MSCI Emerging Markets ETF
CAGR 9.04% Total 627.81% Final $72,780.83
2003-04-14 — 2026-03-18
FVEM.DE
Franklin MSCI Emerging Markets Paris Aligned Climate UCITS ETF
CAGR 10.29% Total 34.50% Final €13,450.22
2023-03-09 — 2026-03-18