Growth of $10,000 in DFAT
Dimensional U.S. Targeted Value ETF · Dimensional
A $10,000 investment compounding at DFAT’s trailing 5-year annualized total return of 11.7% would reach $90,610 in 20 years. The table shows every combination of averaging period and horizon; returns include dividends and are net of the fund's 0.28% expense ratio. Past performance does not predict future results.
Projection table
| Horizon | At 3-year avg (15.0%) | At 5-year avg (11.7%) |
|---|---|---|
| 5 years | $20,096 | $17,350 |
| 10 years | $40,385 | $30,101 |
| 15 years | $81,159 | $52,225 |
| 20 years | $163,097 | $90,610 |
| 25 years | $327,761 | $157,206 |
| 30 years | $658,672 | $272,748 |
Annualized total returns as of Aug 7, 2026, dividends reinvested. A constant rate is an illustration of compounding — real markets are far bumpier.
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Frequently Asked Questions
What would $10,000 in DFAT be worth in 10 years?
Compounding at its trailing 5-year annualized return of 11.7%, $10,000 in DFAT would grow to about $30,101 in 10 years and $90,610 in 20 years. Real returns arrive unevenly, so treat this as an illustration of compounding, not a forecast.
What is DFAT's average annual return?
As of Aug 7, 2026, DFAT's annualized total returns were 15.0% over 3 years, 11.7% over 5 years — dividends reinvested, net of its 0.28% expense ratio.