DSCGX
DFA US SmallCap Growth-Inst
$25.51
-0.05 (-0.20%)
Currency in USD / Last Updated: 4/18/2024
Category | Small Cap Growth |
---|---|
Market Cap | 1111.111M |
52 Week High | 27.6 |
52 Week Low | 21.107 |
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Key Data
Symbol | DSCGX |
---|---|
Type | Mutual Fund |
Category | Small Cap Growth |
Price | 25.51 |
Price Yesterday | 25.56 |
Market Cap | 1,111.11 |
YTD Return | 0.46% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0031 |
Overview
52 Week High | 27.60 |
---|---|
52 Week Low | 21.11 |
Market Cap | 1,111.11M |
Shares Outstanding | 43.56M |
Income Dividend Yield | 0.71% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.71% |
Returns Annualized
One Day | -38.98% |
---|---|
Five Days | -88.56% |
One Months | -33.99% |
Three Months | 14.11% |
Six Months | 30.92% |
Nine Months | 4.31% |
One Year | 13.77% |
Three Years | 2.69% |
Five Years | 10.05% |
Ten Years | 9.13% |
YTD | 1.57% |
Since Inception | 11.39% |
Returns Total
One Day | -0.20% |
---|---|
Five Days | -4.21% |
One Month | -3.56% |
Three Months | 3.35% |
Six Months | 14.28% |
Nine Months | 3.23% |
One Year | 13.76% |
Three Years | 8.28% |
Five Years | 61.23% |
Ten Years | 139.19% |
YTD | 0.46% |
Since Inception | 237.70% |
Yearly Returns
2024 | 0.46% |
---|---|
2023 | 21.23% |
2022 | -17.77% |
2021 | 25.93% |
2020 | 19.34% |
2019 | 26.16% |
2018 | -12.34% |
2017 | 16.21% |
2016 | 17.12% |
2015 | -1.60% |
Risk against SP-DA
Alpha | -13.65% |
---|---|
Beta | 1.29 |
Correlation | 91.88% |
Downside Deviation | 3.39% |
Coefficient of determination | 84.43% |
Standard Deviation | 4.76% |
Sharpe Ratio | -0.53 |
Sortino | -2.59 |
Treynor | 6.53 |
Ulcer Index | 4.96 |
Ulcer Performance Index | -1.76 |