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DFSE: Dimensional Emerging Markets Sustainability Core 1 ETF (ETF)
Basic Info 37.65 0.27(0.71%) June 27
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/02/2022 |
| Last Dividend Date: | 06/24/2025 |
| 12-Mo. Yield | 2.42% |
| Expenses | - |
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Performance Analytics (As of 06/27/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | Since 11/02/2022 |
2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.6 | 14.7 | 15.8 | 18.6 | 6.9 | 14.6 | 11.6 |
| Sharpe Ratio | NA | 1.43 | 0.63 | 0.89 | 0.2 | 0.74 | 4.6 |
| Draw Down(%) | NA | 15.0 | 19.8 | 19.8 | 11.0 | 11.9 | 3.3 |
| Standard Deviation(%) | NA | 20.8 | 20.1 | 17.1 | 16.4 | 15.0 | 21.0 |
| Treynor Ratio | NA | 0.46 | 0.19 | 0.22 | 0.05 | 0.15 | 1.48 |
| Alpha | NA | 0.08 | 0.02 | 0.01 | -0.03 | -0.02 | 0.24 |
| Beta | NA | 0.64 | 0.65 | 0.68 | 0.68 | 0.74 | 0.66 |
| RSquared | NA | 0.59 | 0.43 | 0.44 | 0.29 | 0.45 | 0.55 |
| Yield(%) | N/A | 1.1 | 2.4 | N/A | 2.2 | 2.3 | 0.4 |
| Dividend Growth(%) | N/A | -49.0 | 15.2 | N/A | 4.3 | 546.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/02/2022
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