DUSQX
DFA US LargeCap Equity-Inst
$27.96
-0.17 (-0.60%)
Currency in USD / Last Updated: 4/17/2024
Category | Large Cap |
---|---|
Market Cap | 1738.754M |
52 Week High | 29.27 |
52 Week Low | 22.116 |
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Key Data
Symbol | DUSQX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 27.96 |
Price Yesterday | 28.13 |
Market Cap | 1,738.75 |
YTD Return | 6.53% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0013 |
Overview
52 Week High | 29.27 |
---|---|
52 Week Low | 22.12 |
Market Cap | 1,738.75M |
Shares Outstanding | 62.19M |
Income Dividend Yield | 1.26% |
Long Term Dividend Yield | 3.43% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 4.68% |
Returns Annualized
One Day | -78.33% |
---|---|
Five Days | -75.91% |
One Months | -17.70% |
Three Months | 32.83% |
Six Months | 35.41% |
Nine Months | 18.02% |
One Year | 23.22% |
Three Years | 7.46% |
Five Years | 13.17% |
Ten Years | 11.93% |
YTD | 24.07% |
Since Inception | 12.73% |
Returns Total
One Day | -0.60% |
---|---|
Five Days | -2.78% |
One Month | -1.68% |
Three Months | 7.35% |
Six Months | 16.21% |
Nine Months | 13.29% |
One Year | 23.19% |
Three Years | 24.03% |
Five Years | 85.30% |
Ten Years | 207.76% |
YTD | 6.53% |
Since Inception | 264.06% |
Yearly Returns
2024 | 6.53% |
---|---|
2023 | 24.15% |
2022 | -16.82% |
2021 | 26.41% |
2020 | 18.86% |
2019 | 31.52% |
2018 | -6.23% |
2017 | 22.08% |
2016 | 12.73% |
2015 | -0.73% |
Risk against SP-DA
Alpha | 0.56% |
---|---|
Beta | 0.99 |
Correlation | 99.59% |
Downside Deviation | 2.55% |
Coefficient of determination | 99.19% |
Standard Deviation | 3.37% |
Sharpe Ratio | 0.03 |
Sortino | 0.13 |
Treynor | 18.09 |
Ulcer Index | 2.74 |
Ulcer Performance Index | 0.12 |