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DFSE: Dimensional Emerging Markets Sustainability Core 1 ETF (ETF)
Basic Info 33.17 0.02(0.06%) May 08
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/02/2022 |
Last Dividend Date: | 03/19/2024 |
12-Mo. Yield | 2.19% |
Expenses | - |
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Performance Analytics (As of 05/08/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | Since 11/02/2022 |
2023 | 2022 | |
---|---|---|---|---|---|---|
Annualized Return(%) | 2.6 | 5.0 | 13.2 | 21.6 | 14.6 | 11.6 |
Sharpe Ratio | NA | 1.01 | 0.88 | 1.19 | 0.7 | 4.61 |
Draw Down(%) | NA | 6.2 | 11.9 | 11.9 | 11.9 | 3.3 |
Standard Deviation(%) | NA | 13.5 | 14.4 | 15.4 | 15.0 | 21.0 |
Treynor Ratio | NA | 0.2 | 0.15 | 0.26 | 0.14 | 1.48 |
Alpha | NA | 0.01 | -0.02 | 0.02 | -0.02 | 0.24 |
Beta | NA | 0.68 | 0.83 | 0.71 | 0.74 | 0.66 |
RSquared | NA | 0.37 | 0.48 | 0.45 | 0.45 | 0.55 |
Yield(%) | N/A | 0.1 | 2.2 | N/A | 2.3 | 0.4 |
Dividend Growth(%) | N/A | -96.9 | N/A | N/A | 550.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/02/2022
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