DFUS:NYE-Dimensional U.S. Equity ETF (USD)

ETF | Others |

Last Closing

USD 54.48

Change

-0.19 (-0.35)%

Market Cap

USD 8.57B

Volume

0.23M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-01 )

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AVUV Avantis® U.S. Small Cap Value..

+1.32 (+1.44%)

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DFUV Dimensional US Marketwide Valu..

+0.63 (+1.60%)

USD 10.61B
DFAT Dimensional U.S. Targeted Valu..

+0.77 (+1.45%)

USD 9.96B

ETFs Containing DFUS

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 5.11% 81% B- 74% C
Dividend Return 0.23% 12% F 10% F
Total Return 5.34% 79% B- 71% C-
Trailing 12 Months  
Capital Gain 23.40% 85% B 78% C+
Dividend Return 1.52% 25% F 19% F
Total Return 24.92% 84% B 76% C+
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 2.11% 65% D 49% F
Dividend Return 2.90% 63% D 42% F
Total Return 0.78% 42% F 19% F
Risk Return Profile  
Volatility (Standard Deviation) 13.07% 31% F 73% C
Risk Adjusted Return 22.16% 50% F 45% F
Market Capitalization 8.57B 99% N/A 82% B

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.