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DFUV: Dimensional US Marketwide Value ETF (ETF)
Basic Info 39.62 0.02(0.05%) May 08
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/09/2022 |
Last Dividend Date: | 03/19/2024 |
12-Mo. Yield | 1.93% |
Expenses | - |
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Performance Analytics (As of 05/08/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | Since 05/09/2022 |
2023 | 2022 | |
---|---|---|---|---|---|---|
Annualized Return(%) | 2.3 | 6.8 | 22.3 | 10.7 | 13.3 | 1.2 |
Sharpe Ratio | NA | 1.24 | 1.41 | 0.4 | 0.63 | 0.0 |
Draw Down(%) | NA | 5.8 | 11.5 | 15.3 | 11.5 | 15.3 |
Standard Deviation(%) | NA | 11.3 | 12.6 | 17.1 | 14.4 | 22.7 |
Treynor Ratio | NA | 0.19 | 0.21 | 0.08 | 0.1 | 0.0 |
Alpha | NA | 0.0 | -0.01 | -0.01 | -0.04 | 0.02 |
Beta | NA | 0.75 | 0.87 | 0.86 | 0.92 | 0.85 |
RSquared | NA | 0.65 | 0.69 | 0.82 | 0.76 | 0.89 |
Yield(%) | N/A | 0.4 | 1.9 | N/A | 1.9 | 1.3 |
Dividend Growth(%) | N/A | -78.1 | N/A | N/A | 45.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/09/2022
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