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DFSV: Dimensional ETF Trust (ETF)
Basic Info 33.6 0.04(0.12%) December 02
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/24/2022 |
| Last Dividend Date: | 09/17/2024 |
| 12-Mo. Yield | 1.47% |
| Expenses | - |
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Performance Analytics (As of 11/29/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | Since 02/24/2022 |
2023 | 2022 | |
|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.9 | 16.5 | 30.4 | 12.9 | 19.3 | 0.6 |
| Sharpe Ratio | NA | 0.55 | 1.17 | 0.38 | 0.71 | -0.03 |
| Draw Down(%) | NA | 9.9 | 9.9 | 18.0 | 18.0 | 17.6 |
| Standard Deviation(%) | NA | 20.1 | 20.5 | 22.6 | 21.3 | 26.3 |
| Treynor Ratio | NA | 0.1 | 0.2 | 0.08 | 0.12 | -0.01 |
| Alpha | NA | -0.05 | -0.02 | 0.0 | -0.04 | 0.05 |
| Beta | NA | 1.13 | 1.18 | 1.04 | 1.24 | 0.95 |
| RSquared | NA | 0.51 | 0.51 | 0.68 | 0.62 | 0.85 |
| Yield(%) | N/A | 0.9 | 1.4 | N/A | 1.5 | 0.9 |
| Dividend Growth(%) | N/A | -28.5 | 5.0 | N/A | 68.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/24/2022
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