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DFA Real Estate Securities I (DFREX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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38.09+0.02 (+0.05%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up22
Number of years down8
Best 1-yr total return (2 Jul 2024)41.85%
Worst 1-yr total return (2 Jul 2024)N/A

Risk statistics

3 years
DFREXCategory average
5 years
DFREXCategory average
10 years
DFREXCategory average
Alpha
-6.44-0.01
-6.53-0.05
-0.790.02
BETA
1.150.01
1.040.01
0.880.01
Mean annual return
0.060.01
0.470.01
0.620.01
R-squared
79.450.66
76.830.55
53.350.47
Standard deviation
21.510.2
20.580.17
17.710.16
Sharpe ratio
-0.120.01
0.160
0.330.01
Treynor ratio
-4.270.12
1.170.07
5.10.11