DFVX:NYE-Dimensional ETF Trust (USD)

ETF | Others |

Last Closing

USD 65.22

Change

-0.07 (-0.11)%

Market Cap

USD 0.36B

Volume

0.04M

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: 2025-01-02 )

ETFs Containing DFVX

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 -0.11% 33% F 40% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.11% 33% F 40% F
Trailing 12 Months  
Capital Gain 17.62% 73% C 73% C
Dividend Return 0.93% 16% F 12% F
Total Return 18.55% 72% C 70% 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 3.41% 58% F 45% F
Dividend Return 3.44% 51% F 37% F
Total Return 0.02% 6% D- 3% F
Risk Return Profile  
Volatility (Standard Deviation) 8.82% 59% D- 82% B
Risk Adjusted Return 38.94% 49% F 53% F
Market Capitalization 0.36B 80% B- 44% F

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.