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

ETF | Others |

Last Closing

USD 36.85

Change

-0.15 (-0.41)%

Market Cap

N/A

Volume

0.16M

Analyst Target

N/A
Analyst Rating

N/A

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: 2024-09-25 )

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SGOV iShares® 0-3 Month Treasury B..

N/A

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GBTC Grayscale Bitcoin Trust (BTC)

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AVUV Avantis® U.S. Small Cap Value..

-1.41 (-1.48%)

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JAAA Janus Detroit Street Trust - J..

N/A

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DFUV Dimensional US Marketwide Valu..

-0.42 (-1.01%)

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 18.37% 83% B 78% C+
Dividend Return 0.73% 16% F 13% F
Total Return 19.10% 82% B 75% C
Trailing 12 Months  
Capital Gain 33.29% 85% B 80% B-
Dividend Return 1.26% 24% F 16% F
Total Return 34.56% 85% B 77% 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 10.56% 90% A- 69% C-
Dividend Return 10.88% 89% A- 64% D
Total Return 0.32% 19% F 8% B-
Risk Return Profile  
Volatility (Standard Deviation) 12.22% 35% F 72% C
Risk Adjusted Return 89.03% 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.