DFUS:NYE-Dimensional U.S. Equity ETF (USD)

ETF | Others |

Last Closing

USD 56.98

Change

+0.02 (+0.04)%

Market Cap

USD 8.64B

Volume

0.25M

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: 2024-03-28 )

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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 9.94% 80% B- 75% C
Dividend Return 0.23% 15% F 11% F
Total Return 10.16% 80% B- 74% C
Trailing 12 Months  
Capital Gain 30.12% 85% B 80% B-
Dividend Return 1.53% 32% F 21% F
Total Return 31.65% 85% 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 1.28% 61% D- 48% F
Dividend Return 2.04% 59% D- 39% F
Total Return 0.76% 44% F 20% F
Risk Return Profile  
Volatility (Standard Deviation) 12.43% 35% F 75% C
Risk Adjusted Return 16.40% 47% F 41% F
Market Capitalization 8.64B 99% N/A 82% B

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.

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.