DFAR:NYE-Dimensional ETF Trust (USD)

ETF | Others |

Last Closing

USD 20.54

Change

-0.30 (-1.44)%

Market Cap

USD 0.92B

Volume

0.35M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-04-16 )

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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 -9.67% 7% C- 18% F
Dividend Return 0.10% 4% F 3% F
Total Return -9.57% 6% D- 16% F
Trailing 12 Months  
Capital Gain -3.88% 18% F 32% F
Dividend Return 3.19% 55% F 48% F
Total Return -0.69% 16% F 30% F
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 -4.14% 19% F 23% F
Dividend Return -3.32% 15% F 15% F
Total Return 0.81% 43% F 20% F
Risk Return Profile  
Volatility (Standard Deviation) 7.66% 58% F 86% B+
Risk Adjusted Return -43.39% 14% F 9% A-
Market Capitalization 0.92B 90% A- 54% 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 dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

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