DRIWX
2030 Dimensional TargetDate Retire Inc-I
$11.69
-0.03 (-0.26%)
Currency in USD / Last Updated: 4/25/2024
Category | Target Date-2030s |
---|---|
Market Cap | 186.454M |
52 Week High | 12.17 |
52 Week Low | 10.525 |
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Key Data
Symbol | DRIWX |
---|---|
Type | Mutual Fund |
Category | Target Date-2030s |
Price | 11.69 |
Price Yesterday | 11.72 |
Market Cap | 186.45 |
YTD Return | -1.35% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.002 |
Overview
52 Week High | 12.17 |
---|---|
52 Week Low | 10.53 |
Market Cap | 186.45M |
Shares Outstanding | 15.95M |
Income Dividend Yield | 3.49% |
Long Term Dividend Yield | 0.57% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 4.06% |
Returns Annualized
One Day | -47.61% |
---|---|
Five Days | 18.88% |
One Months | -30.04% |
Three Months | -2.03% |
Six Months | 23.60% |
Nine Months | -0.86% |
One Year | 1.97% |
Three Years | -2.28% |
Five Years | 4.44% |
Ten Years | -999 |
YTD | -4.20% |
Since Inception | 5.29% |
Returns Total
One Day | -0.26% |
---|---|
Five Days | 0.34% |
One Month | -3.07% |
Three Months | -0.51% |
Six Months | 11.07% |
Nine Months | -0.65% |
One Year | 1.97% |
Three Years | -6.69% |
Five Years | 24.23% |
Ten Years | -999 |
YTD | -1.35% |
Since Inception | 54.65% |
Yearly Returns
2024 | -1.35% |
---|---|
2023 | 10.01% |
2022 | -22.29% |
2021 | 13.98% |
2020 | 18.33% |
2019 | 21.03% |
2018 | -7.35% |
2017 | 16.81% |
2016 | 6.79% |
2015 | -2.80% |
Risk against SP-DA
Alpha | -17.69% |
---|---|
Beta | 0.69 |
Correlation | 83.04% |
Downside Deviation | 2.76% |
Coefficient of determination | 68.95% |
Standard Deviation | 2.84% |
Sharpe Ratio | -2.44 |
Sortino | -8.69 |
Treynor | -4.91 |
Ulcer Index | 4.06 |
Ulcer Performance Index | -5.91 |