DFEOX
DFA US Core Equity 1-I
$39.72
0.09 (0.23%)
Currency in USD / Last Updated: 3/28/2024
Category | Large Cap |
---|---|
Market Cap | 34393.549M |
52 Week High | 39.72 |
52 Week Low | 29.945 |
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Key Data
Symbol | DFEOX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 39.72 |
Price Yesterday | 39.63 |
Market Cap | 34,393.55 |
YTD Return | 10.49% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0014 |
Overview
52 Week High | 39.72 |
---|---|
52 Week Low | 29.95 |
Market Cap | 34,393.55M |
Shares Outstanding | 865.90M |
Income Dividend Yield | 1.60% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 1.60% |
Returns Annualized
One Day | 77.22% |
---|---|
Five Days | 29.17% |
One Months | 61.81% |
Three Months | 51.04% |
Six Months | 52.75% |
Nine Months | 27.58% |
One Year | 28.91% |
Three Years | 10.56% |
Five Years | 14.46% |
Ten Years | 11.84% |
YTD | 51.04% |
Since Inception | 10.43% |
Returns Total
One Day | 0.23% |
---|---|
Five Days | 0.51% |
One Month | 3.89% |
Three Months | 10.49% |
Six Months | 23.15% |
Nine Months | 19.79% |
One Year | 28.49% |
Three Years | 34.94% |
Five Years | 96.12% |
Ten Years | 205.21% |
YTD | 10.49% |
Since Inception | 519.46% |
Yearly Returns
2024 | 10.49% |
---|---|
2023 | 22.96% |
2022 | -15.01% |
2021 | 27.55% |
2020 | 16.41% |
2019 | 30.18% |
2018 | -7.79% |
2017 | 20.89% |
2016 | 14.80% |
2015 | -1.35% |
Risk against SP-DA
Alpha | -2.42% |
---|---|
Beta | 1.02 |
Correlation | 98.53% |
Downside Deviation | 2.55% |
Coefficient of determination | 97.07% |
Standard Deviation | 3.48% |
Sharpe Ratio | -0.15 |
Sortino | -0.7 |
Treynor | 26.82 |
Ulcer Index | 3.03 |
Ulcer Performance Index | -0.59 |