DRIWX
2030 Dimensional TargetDate Retire Inc-I
$12.25
-0.04 (-0.33%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2030s |
|---|---|
| Market Cap | 198.408M |
| 52 Week High | 12.29 |
| 52 Week Low | 10.375 |
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Key Data
| Symbol | DRIWX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2030s |
| Price | 12.25 |
| Price Yesterday | 12.29 |
| Market Cap | 198.41 |
| YTD Return | 4.87% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0018 |
Overview
| 52 Week High | 12.29 |
|---|---|
| 52 Week Low | 10.38 |
| Market Cap | 198.41M |
| Shares Outstanding | 16.20M |
| Income Dividend Yield | 3.78% |
| Long Term Dividend Yield | 0.54% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.33% |
Returns Annualized
| One Day | -56.06% |
|---|---|
| Five Days | 139.25% |
| One Months | 27.54% |
| Three Months | 13.37% |
| Six Months | 12.28% |
| Nine Months | 21.44% |
| One Year | 9.24% |
| Three Years | -1.67% |
| Five Years | 5.20% |
| Ten Years | -999 |
| YTD | 9.67% |
| Since Inception | 5.92% |
Returns Total
| One Day | -0.33% |
|---|---|
| Five Days | 1.74% |
| One Month | 1.95% |
| Three Months | 3.13% |
| Six Months | 5.86% |
| Nine Months | 15.49% |
| One Year | 9.23% |
| Three Years | -4.91% |
| Five Years | 28.74% |
| Ten Years | -999 |
| YTD | 4.87% |
| Since Inception | 64.41% |
Yearly Returns
| 2024 | 4.87% |
|---|---|
| 2023 | 10.01% |
| 2022 | -22.29% |
| 2021 | 13.97% |
| 2020 | 18.34% |
| 2019 | 21.03% |
| 2018 | -7.35% |
| 2017 | 16.81% |
| 2016 | 6.79% |
| 2015 | -2.80% |
Risk against SP-DA
| Alpha | -13.53% |
|---|---|
| Beta | 0.75 |
| Correlation | 83.09% |
| Downside Deviation | 3.02% |
| Coefficient of determination | 69.05% |
| Standard Deviation | 2.88% |
| Sharpe Ratio | -1.95 |
| Sortino | -6.45 |
| Treynor | 5.18 |
| Ulcer Index | 4.08 |
| Ulcer Performance Index | -4.77 |