Australia markets open in 8 hours 35 minutes

DFA Investment Dimensions Group Inc. - Tax-Managed U.S. Marketwide Value Portfolio (DTMMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
38.76+0.23 (+0.60%)
As of 08:01PM EDT. Market open.

Risk overview

Morningstar risk rating★★★★
Number of years up16
Number of years down6
Best 1-yr total return (3 Feb 2019)40.31%
Worst 1-yr total return (3 Feb 2019)-41.58%

Risk statistics

3 years
DTMMXCategory average
5 years
DTMMXCategory average
10 years
DTMMXCategory average
Alpha
-7.61-0.01
-6.22-0.03
-3.42-0.03
BETA
1.140.01
1.130.01
1.130.01
Mean annual return
0.940.01
1.060.01
1.250.01
R-squared
89.230.78
87.970.83
89.350.84
Standard deviation
22.680.17
18.360.19
15.820.16
Sharpe ratio
0.450
0.630
0.90.01
Treynor ratio
6.980.04
9.240.07
12.40.08