Find A Portfolio/Ticker
Comparison Box
DFLV: Dimensional ETF Trust - Dimensional US Large Cap Value ETF (ETF)
Basic Info 29.11 0.05(0.17%) May 08
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/07/2022 |
Last Dividend Date: | 03/19/2024 |
12-Mo. Yield | 1.96% |
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 | Since 12/07/2022 |
2023 | 2022 | |
---|---|---|---|---|---|---|
Annualized Return(%) | 2.0 | 8.0 | 22.1 | 14.1 | 12.3 | -0.7 |
Sharpe Ratio | NA | 1.69 | 1.48 | 0.68 | 0.57 | -0.79 |
Draw Down(%) | NA | 5.4 | 11.3 | 11.3 | 11.3 | 4.2 |
Standard Deviation(%) | NA | 10.2 | 11.9 | 13.5 | 14.3 | 16.5 |
Treynor Ratio | NA | 0.27 | 0.22 | 0.11 | 0.09 | -0.16 |
Alpha | NA | 0.02 | 0.0 | -0.02 | -0.04 | 0.07 |
Beta | NA | 0.63 | 0.8 | 0.84 | 0.91 | 0.82 |
RSquared | NA | 0.57 | 0.65 | 0.72 | 0.74 | 0.93 |
Yield(%) | N/A | 0.3 | 2.0 | N/A | 1.9 | 0.1 |
Dividend Growth(%) | N/A | -80.4 | N/A | N/A | 1433.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/07/2022
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 |