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DFA US Social Core Equity 2 Portfolio (DFUEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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26.07+0.18 (+0.70%)
At close: 08:01PM EDT

Risk Overview

Morningstar Risk Rating★★★★★
Number of Years Up11
Number of Years Down5
Best 1 Yr Total Return (May 30, 2024)37.08%
Worst 1 Yr Total Return (May 30, 2024)N/A

Risk Statistics

3 Years
DFUEXCategory Average
5 Years
DFUEXCategory Average
10 Years
DFUEXCategory Average
Alpha
-1.9-0.01
-2.09-0.01
-2.67-0.01
BETA
1.050.01
1.10.01
1.10.01
Mean Annual Return
0.640.01
1.110.01
0.950.01
R-squared
95.110.94
95.340.95
94.040.95
Standard Deviation
18.970.17
20.860.19
17.290.15
Sharpe Ratio
0.240
0.530.01
0.570.01
Treynor Ratio
2.860.03
8.610.1
8.020.1