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DFA US Targeted Value I (DFFVX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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31.68

+0.03

(+0.09%)

At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★★

Number of years up16

Number of years down7

Best 1-yr total return (2 Jul 2024)43.03%

Worst 1-yr total return (2 Jul 2024)N/A

Risk statistics

3 years

DFFVXCategory average

5 years

DFFVXCategory average

10 years

DFFVXCategory average

Alpha

-2.18-0.12

-3.42-0.08

-5.46-0.07

BETA

0.980.01

1.190.01

1.190.01

Mean annual return

0.730.01

1.240.01

0.840.01

R-squared

65.50.78

68.920.72

69.320.73

Standard deviation

21.480.28

25.860.23

21.890.2

Sharpe ratio

0.250

0.480.01

0.390.01

Treynor ratio

3.430.06

8.190.09

5.330.08