DRIKX
2055 Dimensional TargetDate Retire Inc-I
$17.83
-0.06 (-0.34%)
Currency in USD / Last Updated: 4/25/2024
| Category | Target Date-2050s |
|---|---|
| Market Cap | 90.172M |
| 52 Week High | 18.41 |
| 52 Week Low | 14.759 |
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Key Data
| Symbol | DRIKX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2050s |
| Price | 17.83 |
| Price Yesterday | 17.89 |
| Market Cap | 90.17 |
| YTD Return | 4.89% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0022 |
Overview
| 52 Week High | 18.41 |
|---|---|
| 52 Week Low | 14.76 |
| Market Cap | 90.17M |
| Shares Outstanding | 5.06M |
| Income Dividend Yield | 1.88% |
| Long Term Dividend Yield | 1.18% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.06% |
Returns Annualized
| One Day | -57.15% |
|---|---|
| Five Days | 71.69% |
| One Months | -24.67% |
| Three Months | 16.06% |
| Six Months | 42.79% |
| Nine Months | 12.91% |
| One Year | 20.12% |
| Three Years | 5.44% |
| Five Years | 10.25% |
| Ten Years | -999 |
| YTD | 16.24% |
| Since Inception | 9.83% |
Returns Total
| One Day | -0.34% |
|---|---|
| Five Days | 1.08% |
| One Month | -2.44% |
| Three Months | 3.79% |
| Six Months | 19.30% |
| Nine Months | 9.57% |
| One Year | 20.10% |
| Three Years | 17.20% |
| Five Years | 62.71% |
| Ten Years | -999 |
| YTD | 4.89% |
| Since Inception | 121.00% |
Yearly Returns
| 2024 | 4.89% |
|---|---|
| 2023 | 21.21% |
| 2022 | -15.30% |
| 2021 | 21.00% |
| 2020 | 14.18% |
| 2019 | 25.63% |
| 2018 | -9.17% |
| 2017 | 22.63% |
| 2016 | 9.75% |
| 2015 | -3.27% |
Risk against SP-DA
| Alpha | -3.57% |
|---|---|
| Beta | 0.89 |
| Correlation | 98.50% |
| Downside Deviation | 2.57% |
| Coefficient of determination | 97.02% |
| Standard Deviation | 3.07% |
| Sharpe Ratio | -0.55 |
| Sortino | -2.27 |
| Treynor | 16.57 |
| Ulcer Index | 3 |
| Ulcer Performance Index | -1.94 |