Finance Home - My Yahoo - Yahoo! - Help

Monday, December 28, 2009, 10:22AM ET - U.S. Markets close in 5 hours and 38 minutes. Dow  0.10% Nasdaq  0.21%

DFA US Large Cap Value III (DFUVX)

On Dec 24: 13.23   0.07 (0.53%)

MORE ON DFUVX

Quotes Summary Historical Prices Charts Interactive Basic Chart Basic Tech. Analysis News & Info Headlines Message Board Fund Profile Performance Holdings Risk Purchase Info Analyst Research Reports

Risk  As of 30-Nov-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: High Number of Years Up: 3 Number of Years Down: 2 Best 1 Yr Total Return (2006): 20.34% Worst 1 Yr Total Return (2008): -40.74% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic DFUVX Category Alpha (against Standard Index) -0.56 -1.37 Beta (against Standard Index) 1.28 1.02 Mean Annual Return -9.26 -0.45 R-squared (against Standard Index) 95 94.58 Standard Deviation 26.00 20.79 Sharpe Ratio -0.33 N/A Treynor Ratio -9.03 N/A 5 Years Statistic DFUVX Category Alpha (against Standard Index) 0.72 -0.29 Beta (against Standard Index) 1.27 1.01 Mean Annual Return 0.23 0.14 R-squared (against Standard Index) 94 93.49 Standard Deviation 20.99 16.81 Sharpe Ratio -0.02 N/A Treynor Ratio -2.18 N/A 10 Years Statistic DFUVX Category Alpha (against Standard Index) 5.66 2.74 Beta (against Standard Index) 1.06 0.88 Mean Annual Return 4.44 0.31 R-squared (against Standard Index) 78 81.33 Standard Deviation 19.46 15.97 Sharpe Ratio 0.17 N/A Treynor Ratio 1.42 N/A
Add to Portfolio     Set Alert     Email to a Friend Get Risk for Another Symbol: Symbol Lookup • Help with Risk Statistics • Planning Center