DUSQX
DFA US LargeCap Equity-Inst
$30.57
0.01 (0.03%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 1878.135M |
| 52 Week High | 30.57 |
| 52 Week Low | 22.556 |
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Key Data
| Symbol | DUSQX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 30.57 |
| Price Yesterday | 30.56 |
| Market Cap | 1,878.14 |
| YTD Return | 16.82% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0013 |
Overview
| 52 Week High | 30.57 |
|---|---|
| 52 Week Low | 22.56 |
| Market Cap | 1,878.14M |
| Shares Outstanding | 61.44M |
| Income Dividend Yield | 1.14% |
| Long Term Dividend Yield | 3.13% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.28% |
Returns Annualized
| One Day | 8.60% |
|---|---|
| Five Days | 107.80% |
| One Months | 52.64% |
| Three Months | 25.08% |
| Six Months | 38.06% |
| Nine Months | 40.57% |
| One Year | 27.88% |
| Three Years | 9.34% |
| Five Years | 14.71% |
| Ten Years | 12.26% |
| YTD | 35.21% |
| Since Inception | 13.41% |
Returns Total
| One Day | 0.03% |
|---|---|
| Five Days | 1.46% |
| One Month | 3.41% |
| Three Months | 5.65% |
| Six Months | 17.18% |
| Nine Months | 28.72% |
| One Year | 27.85% |
| Three Years | 30.55% |
| Five Years | 98.25% |
| Ten Years | 217.02% |
| YTD | 16.82% |
| Since Inception | 299.24% |
Yearly Returns
| 2024 | 16.82% |
|---|---|
| 2023 | 24.15% |
| 2022 | -16.82% |
| 2021 | 26.40% |
| 2020 | 18.87% |
| 2019 | 31.52% |
| 2018 | -6.22% |
| 2017 | 22.08% |
| 2016 | 12.73% |
| 2015 | -0.72% |
Risk against SP-DA
| Alpha | -0.22% |
|---|---|
| Beta | 0.97 |
| Correlation | 99.03% |
| Downside Deviation | 2.73% |
| Coefficient of determination | 98.07% |
| Standard Deviation | 3.16% |
| Sharpe Ratio | -0.08 |
| Sortino | -0.31 |
| Treynor | 23.11 |
| Ulcer Index | 2.83 |
| Ulcer Performance Index | -0.29 |