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DFA Tax Managed U.S. Equity Portfolio (DTMEX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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46.59
+0.14
(+0.30%)
At close: 08:02PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★★
Number of years up
16
Number of years down
3
Best 1-yr total return (3 Feb 2019)
34.17%
Worst 1-yr total return (3 Feb 2019)
-35.53%
Risk statistics
3 years
DTMEX
Category average
5 years
DTMEX
Category average
10 years
DTMEX
Category average
Alpha
-0.66
-0.02
-0.43
-0.01
-0.62
-0.02
BETA
1.05
0.01
1.04
0.01
1.04
0.01
Mean annual return
1.59
0.01
1.46
0.01
1.18
0.01
R-squared
99.7
0.95
99.58
0.95
99.49
0.95
Standard deviation
19.44
0.19
15.68
0.15
14.18
0.14
Sharpe ratio
0.91
0.01
1.04
0.01
0.95
0.01
Treynor ratio
16.56
0.16
15.77
0.15
12.87
0.12
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