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DFIP: Dimensional ETF Trust (ETF)
Basic Info 40.78 0.03(0.07%) May 08
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/16/2021 |
Last Dividend Date: | 04/16/2024 |
12-Mo. Yield | 3.40% |
Expenses | - |
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Performance Analytics (As of 05/08/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | Since 11/16/2021 |
2023 | 2022 | 2021 | |
---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | -0.8 | -0.8 | -4.0 | 4.1 | -12.4 | -0.0 |
Sharpe Ratio | NA | -0.95 | -0.78 | -0.81 | -0.02 | -1.39 | -0.08 |
Draw Down(%) | NA | 2.6 | 6.5 | 15.0 | 6.7 | 15.0 | 1.7 |
Standard Deviation(%) | NA | 6.2 | 6.6 | 8.4 | 7.6 | 10.0 | 5.1 |
Treynor Ratio | NA | -0.57 | -0.35 | -0.7 | -0.04 | -1.21 | -0.14 |
Alpha | NA | -0.03 | -0.03 | -0.03 | 0.0 | -0.05 | 0.0 |
Beta | NA | 0.1 | 0.15 | 0.1 | 0.05 | 0.11 | 0.03 |
RSquared | NA | 0.04 | 0.07 | 0.05 | 0.01 | 0.08 | 0.01 |
Yield(%) | N/A | 0.4 | 3.4 | N/A | 3.7 | 5.0 | 0.6 |
Dividend Growth(%) | N/A | -89.4 | -35.1 | N/A | -38.6 | 778.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/16/2021
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