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NYSEArca - Delayed Quote USD

Dimensional US Marketwide Value ETF (DFUV)

38.99
+2.74
+(7.56%)
At close: April 9 at 4:00:00 PM EDT
39.38
+0.39
+(1.00%)
After hours: April 9 at 7:55:58 PM EDT

ETF Summary

The ETF is designed to purchase a broad and diverse group of securities of U.S. companies that the Advisor determines to be value stocks. The Advisor considers companies of all market capitalizations for purchase by the Portfolio. The Portfolio may purchase or sell futures contracts and options on futures contracts for U.S. equity securities and indices, to increase or decrease equity market exposure based on actual or expected cash inflows to or outflows from the Portfolio.

Risk Overview

Performance & Risk

YTD Return -11.06%
5y Average Return 12.22%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.95
Morningstar Risk Rating --

Risk Statistics

3 Years 5 Years 10 Years
DFUVCategory AverageDFUVCategory AverageDFUVCategory Average
Alpha -1.94 -1.33 -0.42 0.41 -3.51 -2.42
BETA 0.95 0.85 0.94 0.86 1.03 0.93
Mean Annual Return 0.66 0.67 1.43 1.39 0.82 0.82
R-squared 77.07 78.3 77.65 78.52 83.3 82.64
Standard Deviation 18.65 16.58 17.93 16.3 17.35 15.73
Sharpe Ratio 0.18 0.21 0.8 0.85 0.45 0.5
Treynor Ratio 1.92 2.85 14.92 15.84 6.49 7.18

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