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DFA Tax-Managed US Marketwide Value II (DFMVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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34.54-0.05 (-0.14%)
At close: 08:01PM EDT

Risk Overview

Morningstar Risk Rating★★★★
Number of Years Up17
Number of Years Down6
Best 1 Yr Total Return (May 5, 2022)40.51%
Worst 1 Yr Total Return (May 5, 2022)N/A

Risk Statistics

3 Years
DFMVXCategory Average
5 Years
DFMVXCategory Average
10 Years
DFMVXCategory Average
Alpha
-4.88-0.01
-4.92-0.03
-2.21-0.03
BETA
1.060.01
1.060.01
1.070.01
Mean Annual Return
0.890.01
0.840.01
1.040.01
R-squared
84.70.78
86.470.83
87.150.84
Standard Deviation
21.460.17
18.70.19
15.540.16
Sharpe Ratio
2.510
2.990
3.610.01
Treynor Ratio
7.640.04
7.110.07
10.530.08