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DFA US Large Cap Value III (DFUVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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31.27+0.03 (+0.10%)
At close: 08:01PM EDT

Risk Overview

Morningstar Risk Rating★★★★
Number of Years Up20
Number of Years Down8
Best 1 Yr Total Return (May 19, 2024)40.60%
Worst 1 Yr Total Return (May 19, 2024)N/A

Risk Statistics

3 Years
DFUVXCategory Average
5 Years
DFUVXCategory Average
10 Years
DFUVXCategory Average
Alpha
-0.9-0.01
-3.42-0.03
-3.4-0.03
BETA
0.890.01
1.040.01
1.050.01
Mean Annual Return
0.640.01
0.930.01
0.840.01
R-squared
76.930.78
82.10.83
84.130.84
Standard Deviation
17.920.17
21.220.19
17.420.16
Sharpe Ratio
0.260
0.420
0.490.01
Treynor Ratio
3.620.04
6.850.07
7.010.08