Find A Portfolio/Ticker
Comparison Box
DFAS: Dimensional U.S. Small Cap ETF (ETF)
Basic Info 60.9 0.11(0.18%) May 08
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/15/2021 |
Last Dividend Date: | 03/19/2024 |
12-Mo. Yield | 1.15% |
Expenses | - |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 05/03/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | Inception** | 2023 | 2022 | 2021 | |
---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.9 | 2.3 | 21.1 | 2.6 | 17.8 | -13.8 | 5.2 |
Sharpe Ratio | NA | -0.05 | 0.9 | 0.01 | 0.73 | -0.6 | 0.5 |
Draw Down(%) | NA | 7.9 | 15.1 | 24.8 | 15.1 | 23.2 | 9.0 |
Standard Deviation(%) | NA | 17.6 | 18.0 | 21.3 | 18.8 | 25.6 | 19.0 |
Treynor Ratio | NA | -0.01 | 0.14 | 0.0 | 0.12 | -0.16 | 0.08 |
Alpha | NA | -0.08 | -0.03 | -0.01 | -0.04 | 0.03 | -0.05 |
Beta | NA | 1.14 | 1.18 | 1.04 | 1.16 | 0.97 | 1.2 |
RSquared | NA | 0.63 | 0.63 | 0.78 | 0.7 | 0.89 | 0.67 |
Yield(%) | N/A | 0.2 | N/A | N/A | 1.2 | 0.9 | 3.3 |
Dividend Growth(%) | N/A | -83.1 | N/A | N/A | 11.3 | -72.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/14/2021
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See EQUITY Asset Class Trend Rankings |