DFSU:NYE-Dimensional US Sustainability Core 1 ETF (USD)

ETF | Others |

Last Closing

USD 36.4296

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.14M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-08-27 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
SOJE Southern Company (The) Series ..

+0.09 (+0.42%)

USD 65.72B
JEPI JPMorgan Equity Premium Income..

+0.15 (+0.26%)

USD 34.45B
DFAC Dimensional U.S. Core Equity 2..

+0.31 (+0.94%)

USD 29.38B
DTB DTE Energy Company 2020 Series

+0.14 (+0.67%)

USD 26.58B
JPST JPMorgan Ultra-Short Income ET..

-0.02 (-0.04%)

USD 25.41B
SGOV iShares® 0-3 Month Treasury B..

+0.01 (+0.01%)

USD 25.27B
GBTC Grayscale Bitcoin Trust (BTC)

+0.63 (+1.37%)

USD 23.75B
AVUV Avantis® U.S. Small Cap Value..

+1.10 (+1.23%)

USD 12.53B
JAAA Janus Detroit Street Trust - J..

+0.02 (+0.04%)

USD 11.98B
DFUV Dimensional US Marketwide Valu..

+0.31 (+0.78%)

USD 10.93B

ETFs Containing DFSU

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 17.02% 85% B 79% B-
Dividend Return 0.44% 12% F 9% A-
Total Return 17.47% 84% B 76% C+
Trailing 12 Months  
Capital Gain 25.06% 86% B+ 80% B-
Dividend Return 1.24% 25% F 17% F
Total Return 26.30% 86% B+ 79% B-
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 9.97% 90% A- 69% C-
Dividend Return 10.26% 89% A- 64% D
Total Return 0.29% 17% F 7% C-
Risk Return Profile  
Volatility (Standard Deviation) 12.04% 36% F 73% C
Risk Adjusted Return 85.24% 93% A 94% A
Market Capitalization N/A N/A N/A N/A N/A

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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

What to not like:
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.