DRIJX
2050 Dimensional TargetDate Retire Inc-I
$17.45
-0.06 (-0.34%)
Currency in USD / Last Updated: 4/25/2024
| Category | Target Date-2050s |
|---|---|
| Market Cap | 135.584M |
| 52 Week High | 18.02 |
| 52 Week Low | 14.446 |
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Key Data
| Symbol | DRIJX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2050s |
| Price | 17.45 |
| Price Yesterday | 17.51 |
| Market Cap | 135.58 |
| YTD Return | 4.87% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0022 |
Overview
| 52 Week High | 18.02 |
|---|---|
| 52 Week Low | 14.45 |
| Market Cap | 135.58M |
| Shares Outstanding | 7.77M |
| Income Dividend Yield | 1.89% |
| Long Term Dividend Yield | 1.37% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.26% |
Returns Annualized
| One Day | -57.93% |
|---|---|
| Five Days | 68.73% |
| One Months | -24.21% |
| Three Months | 15.86% |
| Six Months | 42.88% |
| Nine Months | 12.90% |
| One Year | 20.15% |
| Three Years | 5.48% |
| Five Years | 10.23% |
| Ten Years | -999 |
| YTD | 16.17% |
| Since Inception | 9.84% |
Returns Total
| One Day | -0.34% |
|---|---|
| Five Days | 1.04% |
| One Month | -2.39% |
| Three Months | 3.75% |
| Six Months | 19.34% |
| Nine Months | 9.57% |
| One Year | 20.13% |
| Three Years | 17.33% |
| Five Years | 62.60% |
| Ten Years | -999 |
| YTD | 4.87% |
| Since Inception | 121.14% |
Yearly Returns
| 2024 | 4.87% |
|---|---|
| 2023 | 21.32% |
| 2022 | -15.23% |
| 2021 | 20.88% |
| 2020 | 14.06% |
| 2019 | 25.59% |
| 2018 | -9.14% |
| 2017 | 22.76% |
| 2016 | 9.73% |
| 2015 | -3.26% |
Risk against SP-DA
| Alpha | -3.57% |
|---|---|
| Beta | 0.89 |
| Correlation | 98.48% |
| Downside Deviation | 2.57% |
| Coefficient of determination | 96.98% |
| Standard Deviation | 3.08% |
| Sharpe Ratio | -0.55 |
| Sortino | -2.26 |
| Treynor | 16.57 |
| Ulcer Index | 2.99 |
| Ulcer Performance Index | -1.94 |