DGERX
DFA Global Equity-R2\Disc
$28.74
0.00 (0.00%)
Currency in USD / Last Updated: 10/9/2023
| Category | World Large |
|---|---|
| Market Cap | 7859.269M |
| 52 Week High | 29.1 |
| 52 Week Low | 24.79 |
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Key Data
| Symbol | DGERX |
|---|---|
| Type | Mutual Fund |
| Category | World Large |
| Price | 28.74 |
| Price Yesterday | 28.74 |
| Market Cap | 7,859.27 |
| YTD Return | 8.25% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.005 |
Overview
| 52 Week High | 29.10 |
|---|---|
| 52 Week Low | 24.79 |
| Market Cap | 7,859.27M |
| Shares Outstanding | 273.46M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.00% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Months | 0.00% |
| Three Months | 0.00% |
| Six Months | 6.83% |
| Nine Months | 7.51% |
| One Year | 14.17% |
| Three Years | 4.87% |
| Five Years | 4.11% |
| Ten Years | 5.67% |
| YTD | 10.91% |
| Since Inception | 4.58% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Month | 0.00% |
| Three Months | 0.00% |
| Six Months | 3.38% |
| Nine Months | 5.55% |
| One Year | 14.09% |
| Three Years | 15.24% |
| Five Years | 22.25% |
| Ten Years | 73.34% |
| YTD | 8.25% |
| Since Inception | 114.80% |
Yearly Returns
| 2023 | 8.25% |
|---|---|
| 2022 | -18.63% |
| 2021 | 17.97% |
| 2020 | 10.60% |
| 2019 | 23.75% |
| 2018 | -13.60% |
| 2017 | 19.40% |
| 2016 | 10.49% |
| 2015 | -4.63% |
| 2014 | 2.71% |
Risk against SP-DA
| Alpha | -3.72% |
|---|---|
| Beta | 0.8 |
| Correlation | 90.87% |
| Downside Deviation | 4.43% |
| Coefficient of determination | 82.58% |
| Standard Deviation | 4.17% |
| Sharpe Ratio | -0.49 |
| Sortino | -1.6 |
| Treynor | 11.96 |
| Ulcer Index | 3.39 |
| Ulcer Performance Index | -2.09 |