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DFAC: Dimensional U.S. Core Equity 2 ETF (ETF)
Basic Info 31.87 0.38(1.21%) March 27
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/14/2021 |
Last Dividend Date: | 03/19/2024 |
12-Mo. Yield | 1.41% |
Expenses | 0.17% |
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Performance Analytics (As of 03/27/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | Since 06/14/2021 |
2023 | 2022 | 2021 | |
---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | 9.3 | 30.7 | 8.1 | 22.0 | -14.9 | 9.5 |
Sharpe Ratio | NA | 3.63 | 2.18 | 0.32 | 1.28 | -0.69 | 1.29 |
Draw Down(%) | NA | 2.1 | 11.4 | 23.1 | 11.4 | 23.1 | 5.5 |
Standard Deviation(%) | NA | 11.4 | 12.4 | 17.9 | 14.0 | 23.8 | 13.7 |
Treynor Ratio | NA | 0.44 | 0.28 | 0.06 | 0.18 | -0.17 | 0.17 |
Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | 0.02 | -0.02 |
Beta | NA | 0.95 | 0.96 | 0.96 | 0.98 | 0.95 | 1.03 |
RSquared | NA | 0.88 | 0.85 | 0.94 | 0.88 | 0.98 | 0.88 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/14/2021
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