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DFAU: Dimensional US Core Equity Market ETF (ETF)
Basic Info 35.11 0.15(0.43%) April 25
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (0%) |
Start Date: | 11/20/2020 |
Last Dividend Date: | 03/19/2024 |
12-Mo. Yield | 1.36% |
Expenses | 0.12% |
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Performance Analytics (As of 04/23/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 11/20/2020 |
2023 | 2022 | 2021 | 2020 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.0 | 5.8 | 25.2 | 7.3 | 12.2 | 24.8 | -17.0 | 26.9 | 6.6 |
Sharpe Ratio | NA | 0.9 | 1.39 | 0.27 | 0.57 | 1.54 | -0.77 | 2.0 | 8.5 |
Draw Down(%) | NA | 5.5 | 10.8 | 23.6 | 23.6 | 10.8 | 23.6 | 5.0 | 1.4 |
Standard Deviation(%) | NA | 11.6 | 12.0 | 17.4 | 17.1 | 13.4 | 24.1 | 13.4 | 9.6 |
Treynor Ratio | NA | 0.11 | 0.17 | 0.05 | 0.1 | 0.21 | -0.19 | 0.27 | 0.78 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 |
Beta | NA | 0.99 | 1.0 | 0.98 | 0.98 | 0.98 | 0.97 | 0.98 | 1.05 |
RSquared | NA | 0.98 | 0.97 | 0.98 | 0.98 | 0.95 | 0.99 | 0.96 | 0.94 |
Yield(%) | N/A | 0.2 | 1.4 | 1.3 | N/A | 1.6 | 1.1 | 1.3 | 0.1 |
Dividend Growth(%) | N/A | -81.0 | 5.1 | N/A | N/A | 13.5 | 12.1 | 1000.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/20/2020
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