DUSLX
DFA US LargeCap Growth-Inst
$36.79
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 3511.808M |
| 52 Week High | 36.909 |
| 52 Week Low | 26.787 |
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Key Data
| Symbol | DUSLX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 36.79 |
| Price Yesterday | 36.79 |
| Market Cap | 3,511.81 |
| YTD Return | 18.25% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0018 |
Overview
| 52 Week High | 36.91 |
|---|---|
| 52 Week Low | 26.79 |
| Market Cap | 3,511.81M |
| Shares Outstanding | 95.46M |
| Income Dividend Yield | 1.07% |
| Long Term Dividend Yield | 0.49% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.56% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 113.81% |
| One Months | 70.63% |
| Three Months | 34.47% |
| Six Months | 41.93% |
| Nine Months | 44.53% |
| One Year | 30.82% |
| Three Years | 11.44% |
| Five Years | 16.13% |
| Ten Years | 13.98% |
| YTD | 38.45% |
| Since Inception | 15.59% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.52% |
| One Month | 4.33% |
| Three Months | 7.55% |
| Six Months | 18.78% |
| Nine Months | 31.40% |
| One Year | 30.78% |
| Three Years | 38.17% |
| Five Years | 110.79% |
| Ten Years | 268.93% |
| YTD | 18.25% |
| Since Inception | 429.35% |
Yearly Returns
| 2024 | 18.25% |
|---|---|
| 2023 | 24.94% |
| 2022 | -15.55% |
| 2021 | 26.82% |
| 2020 | 21.80% |
| 2019 | 32.17% |
| 2018 | -2.00% |
| 2017 | 25.54% |
| 2016 | 9.60% |
| 2015 | 1.63% |
Risk against SP-DA
| Alpha | 1.75% |
|---|---|
| Beta | 1.01 |
| Correlation | 98.08% |
| Downside Deviation | 3.15% |
| Coefficient of determination | 96.19% |
| Standard Deviation | 3.33% |
| Sharpe Ratio | 0.18 |
| Sortino | 0.67 |
| Treynor | 25.06 |
| Ulcer Index | 2.7 |
| Ulcer Performance Index | 0.78 |