DUSLX
DFA US LargeCap Growth-Inst
$33.21
-0.26 (-0.78%)
Currency in USD / Last Updated: 4/17/2024
Category | Large Cap Growth |
---|---|
Market Cap | 3256.553M |
52 Week High | 35.034 |
52 Week Low | 26.234 |
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Key Data
Symbol | DUSLX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 33.21 |
Price Yesterday | 33.47 |
Market Cap | 3,256.55 |
YTD Return | 6.43% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0018 |
Overview
52 Week High | 35.03 |
---|---|
52 Week Low | 26.23 |
Market Cap | 3,256.55M |
Shares Outstanding | 98.06M |
Income Dividend Yield | 1.18% |
Long Term Dividend Yield | 0.55% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 1.73% |
Returns Annualized
One Day | -86.01% |
---|---|
Five Days | -71.64% |
One Months | -26.06% |
Three Months | 28.50% |
Six Months | 36.46% |
Nine Months | 19.32% |
One Year | 24.39% |
Three Years | 9.15% |
Five Years | 14.33% |
Ten Years | 13.47% |
YTD | 23.66% |
Since Inception | 14.85% |
Returns Total
One Day | -0.78% |
---|---|
Five Days | -2.47% |
One Month | -2.60% |
Three Months | 6.46% |
Six Months | 16.65% |
Nine Months | 14.23% |
One Year | 24.36% |
Three Years | 29.97% |
Five Years | 95.04% |
Ten Years | 252.85% |
YTD | 6.43% |
Since Inception | 376.40% |
Yearly Returns
2024 | 6.43% |
---|---|
2023 | 24.94% |
2022 | -15.55% |
2021 | 26.82% |
2020 | 21.81% |
2019 | 32.17% |
2018 | -2.00% |
2017 | 25.53% |
2016 | 9.60% |
2015 | 1.64% |
Risk against SP-DA
Alpha | 1.55% |
---|---|
Beta | 1 |
Correlation | 97.60% |
Downside Deviation | 2.76% |
Coefficient of determination | 95.26% |
Standard Deviation | 3.47% |
Sharpe Ratio | 0.12 |
Sortino | 0.54 |
Treynor | 19.08 |
Ulcer Index | 2.42 |
Ulcer Performance Index | 0.62 |