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DFCF: Dimensional ETF Trust (ETF)
Basic Info 41.17 0.14(0.34%) May 02
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/16/2021 |
Last Dividend Date: | 04/16/2024 |
12-Mo. Yield | 3.19% |
Expenses | 0.17% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | Since 11/16/2021 |
2023 | 2022 | 2021 | |
---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | -1.8 | 1.2 | -4.4 | 7.0 | -15.0 | 0.2 |
Sharpe Ratio | NA | -2.07 | -0.48 | -0.98 | 0.37 | -1.86 | 0.47 |
Draw Down(%) | NA | 3.3 | 6.0 | 19.6 | 6.1 | 19.1 | 0.9 |
Standard Deviation(%) | NA | 5.3 | 6.4 | 7.7 | 7.3 | 8.8 | 3.9 |
Treynor Ratio | NA | -0.14 | -0.04 | -0.08 | 0.03 | -0.17 | 0.02 |
Alpha | NA | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | -0.01 |
Beta | NA | 0.81 | 0.83 | 0.93 | 0.88 | 0.99 | 0.82 |
RSquared | NA | 0.82 | 0.86 | 0.88 | 0.86 | 0.91 | 0.88 |
Yield(%) | N/A | 1.1 | 4.5 | N/A | 4.6 | 2.2 | 0.2 |
Dividend Growth(%) | N/A | -76.6 | 41.9 | N/A | 71.4 | 1300.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/16/2021
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