DRIGX
2035 Dimensional TargetDate Retire Inc-I
$13.67
-0.04 (-0.29%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2030s |
|---|---|
| Market Cap | 195.242M |
| 52 Week High | 13.71 |
| 52 Week Low | 11.287 |
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Key Data
| Symbol | DRIGX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2030s |
| Price | 13.67 |
| Price Yesterday | 13.71 |
| Market Cap | 195.24 |
| YTD Return | 6.51% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.002 |
Overview
| 52 Week High | 13.71 |
|---|---|
| 52 Week Low | 11.29 |
| Market Cap | 195.24M |
| Shares Outstanding | 14.28M |
| Income Dividend Yield | 3.35% |
| Long Term Dividend Yield | 0.77% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.13% |
Returns Annualized
| One Day | -52.15% |
|---|---|
| Five Days | 144.39% |
| One Months | 30.32% |
| Three Months | 15.01% |
| Six Months | 16.02% |
| Nine Months | 24.71% |
| One Year | 12.08% |
| Three Years | 0.18% |
| Five Years | 6.52% |
| Ten Years | -999 |
| YTD | 13.01% |
| Since Inception | 6.77% |
Returns Total
| One Day | -0.29% |
|---|---|
| Five Days | 1.79% |
| One Month | 2.12% |
| Three Months | 3.50% |
| Six Months | 7.58% |
| Nine Months | 17.78% |
| One Year | 12.07% |
| Three Years | 0.55% |
| Five Years | 37.03% |
| Ten Years | -999 |
| YTD | 6.51% |
| Since Inception | 76.30% |
Yearly Returns
| 2024 | 6.51% |
|---|---|
| 2023 | 12.89% |
| 2022 | -20.93% |
| 2021 | 15.82% |
| 2020 | 16.42% |
| 2019 | 21.77% |
| 2018 | -7.35% |
| 2017 | 18.22% |
| 2016 | 6.19% |
| 2015 | -2.90% |
Risk against SP-DA
| Alpha | -11.45% |
|---|---|
| Beta | 0.78 |
| Correlation | 87.58% |
| Downside Deviation | 3.08% |
| Coefficient of determination | 76.71% |
| Standard Deviation | 2.86% |
| Sharpe Ratio | -1.68 |
| Sortino | -5.4 |
| Treynor | 8.62 |
| Ulcer Index | 3.86 |
| Ulcer Performance Index | -4.31 |