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DFSD: Dimensional ETF Trust (ETF)
Basic Info 46.99 0.01(0.02%) May 08
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/16/2021 |
Last Dividend Date: | 04/16/2024 |
12-Mo. Yield | 4.37% |
Expenses | - |
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Performance Analytics (As of 05/03/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | Since 11/16/2021 |
2023 | 2022 | 2021 | |
---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | 1.0 | 5.1 | 0.3 | 6.1 | -5.9 | -0.0 |
Sharpe Ratio | NA | -0.48 | 0.52 | -0.76 | 0.72 | -1.73 | -0.12 |
Draw Down(%) | NA | 0.6 | 0.6 | 8.4 | 1.3 | 8.3 | 0.4 |
Standard Deviation(%) | NA | 1.8 | 2.1 | 3.3 | 2.6 | 4.2 | 1.8 |
Treynor Ratio | NA | -0.2 | 0.41 | -0.5 | 2.61 | -1.08 | 0.05 |
Alpha | NA | -0.01 | 0.0 | -0.01 | 0.01 | -0.02 | 0.0 |
Beta | NA | 0.04 | 0.03 | 0.05 | 0.01 | 0.07 | -0.05 |
RSquared | NA | 0.09 | 0.02 | 0.08 | 0.0 | 0.16 | 0.22 |
Yield(%) | N/A | 1.0 | 4.4 | N/A | 4.0 | 2.0 | 0.1 |
Dividend Growth(%) | N/A | -73.4 | 88.5 | N/A | 85.9 | 1880.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/16/2021
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