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

ETF | Others |

Last Closing

USD 36.8

Change

-0.18 (-0.49)%

Market Cap

N/A

Volume

0.04M

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: 2024-09-20 )

Largest Industry Peers for Others

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

-0.01 (-0.05%)

USD 65.72B
JEPI JPMorgan Equity Premium Income..

-0.06 (-0.10%)

USD 35.41B
DFAC Dimensional U.S. Core Equity 2..

-0.18 (-0.53%)

USD 30.37B
DTB DTE Energy Company 2020 Series

-0.05 (-0.23%)

USD 26.58B
SGOV iShares® 0-3 Month Treasury B..

+0.04 (+0.04%)

USD 25.69B
JPST JPMorgan Ultra-Short Income ET..

+0.04 (+0.08%)

USD 25.59B
GBTC Grayscale Bitcoin Trust (BTC)

-0.35 (-0.69%)

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

-1.09 (-1.12%)

USD 13.04B
JAAA Janus Detroit Street Trust - J..

+0.04 (+0.08%)

USD 12.23B
DFUV Dimensional US Marketwide Valu..

-0.27 (-0.65%)

USD 11.10B

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 18.21% 83% B 78% C+
Dividend Return 0.73% 23% F 17% F
Total Return 18.94% 82% B 75% C
Trailing 12 Months  
Capital Gain 32.04% 87% B+ 81% B-
Dividend Return 1.25% 28% F 18% F
Total Return 33.29% 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 10.37% 90% A- 69% C-
Dividend Return 10.69% 89% A- 64% D
Total Return 0.32% 17% F 7% C-
Risk Return Profile  
Volatility (Standard Deviation) 12.13% 35% F 72% C
Risk Adjusted Return 88.10% 94% 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.