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DFSV: Dimensional ETF Trust (ETF)
Basic Info 29.4 0.02(0.07%) May 08
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/24/2022 |
Last Dividend Date: | 03/19/2024 |
12-Mo. Yield | 1.57% |
Expenses | - |
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Performance Analytics (As of 05/08/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | Since 02/24/2022 |
2023 | 2022 | |
---|---|---|---|---|---|---|
Annualized Return(%) | 3.9 | 1.2 | 25.8 | 9.2 | 19.3 | 0.6 |
Sharpe Ratio | NA | -0.21 | 1.04 | 0.24 | 0.71 | -0.03 |
Draw Down(%) | NA | 7.6 | 14.4 | 18.0 | 18.0 | 17.6 |
Standard Deviation(%) | NA | 18.1 | 19.9 | 22.9 | 21.3 | 26.3 |
Treynor Ratio | NA | -0.04 | 0.17 | 0.05 | 0.12 | -0.01 |
Alpha | NA | -0.08 | -0.02 | 0.0 | -0.04 | 0.05 |
Beta | NA | 1.08 | 1.21 | 1.02 | 1.24 | 0.95 |
RSquared | NA | 0.53 | 0.54 | 0.72 | 0.62 | 0.85 |
Yield(%) | N/A | 0.2 | 1.6 | N/A | 1.5 | 0.8 |
Dividend Growth(%) | N/A | -86.5 | 33.9 | N/A | 76.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/24/2022
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