DRIKX
2055 Dimensional TargetDate Retire Inc-I
$19.07
-0.01 (-0.05%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2050s |
|---|---|
| Market Cap | 100.085M |
| 52 Week High | 19.08 |
| 52 Week Low | 14.682 |
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Key Data
| Symbol | DRIKX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2050s |
| Price | 19.07 |
| Price Yesterday | 19.08 |
| Market Cap | 100.09 |
| YTD Return | 12.77% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0022 |
Overview
| 52 Week High | 19.08 |
|---|---|
| 52 Week Low | 14.68 |
| Market Cap | 100.09M |
| Shares Outstanding | 5.25M |
| Income Dividend Yield | 1.76% |
| Long Term Dividend Yield | 1.10% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.86% |
Returns Annualized
| One Day | -12.39% |
|---|---|
| Five Days | 99.88% |
| One Months | 39.62% |
| Three Months | 20.01% |
| Six Months | 29.87% |
| Nine Months | 34.08% |
| One Year | 22.53% |
| Three Years | 6.96% |
| Five Years | 11.65% |
| Ten Years | -999 |
| YTD | 26.27% |
| Since Inception | 10.52% |
Returns Total
| One Day | -0.05% |
|---|---|
| Five Days | 1.38% |
| One Month | 2.68% |
| Three Months | 4.58% |
| Six Months | 13.71% |
| Nine Months | 24.28% |
| One Year | 22.50% |
| Three Years | 22.24% |
| Five Years | 73.22% |
| Ten Years | -999 |
| YTD | 12.77% |
| Since Inception | 137.60% |
Yearly Returns
| 2024 | 12.77% |
|---|---|
| 2023 | 21.21% |
| 2022 | -15.30% |
| 2021 | 20.99% |
| 2020 | 14.18% |
| 2019 | 25.63% |
| 2018 | -9.17% |
| 2017 | 22.63% |
| 2016 | 9.75% |
| 2015 | -3.28% |
Risk against SP-DA
| Alpha | -3.31% |
|---|---|
| Beta | 0.88 |
| Correlation | 97.13% |
| Downside Deviation | 2.70% |
| Coefficient of determination | 94.34% |
| Standard Deviation | 2.90% |
| Sharpe Ratio | -0.62 |
| Sortino | -2.29 |
| Treynor | 19.56 |
| Ulcer Index | 3.01 |
| Ulcer Performance Index | -2.06 |