| Dimensional VA US Large Value |
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| Release date as of 2024-10-31. Data on page is subject to change. |
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Morningstar
Return
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Morningstar
Risk
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Morningstar
Rating
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Number of
Funds
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| 3-Year |
Average |
Above Avg |
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1084 |
| 5-Year |
Average |
Above Avg |
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1022 |
| 10-Year |
Average |
Above Avg |
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796 |
| Overall |
Average |
Above Avg |
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1084 |
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Morningstar Category: Large Value | Number of Funds in Category:
1084 |
| Data through 2024-10-31 |
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| Ratings reflect risk-adjusted performance and are derived from a weighted average of the performance figures associated with its three, five and ten-year (if applicable) time periods. |
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| Standard Deviation |
17.85 |
| Mean |
7.73 |
| Sharpe Ratio |
0.28 |
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Trailing 3-Yr as of 2024-10-31 |
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| Modern Portfolio Theory Statistics |
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Best Fit Index
Russell 1000 Value TR USD |
| R-Squared |
97 |
| Beta |
1.07 |
| Alpha |
0.78 |
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Trailing 3-Yr as of 2024-10-31 |
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| Lending, Loss of Money, Not FDIC Insured, Value Investing, Market/Market Volatility, Equity Securities, Other, Derivatives, Management |
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| Show Risk Definitions |
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| There are no additional fund specific investment risks (e.g. liquidity risk, currency risk, foreign investment risk, etc.) associated with this fund beyond the normal risks generally associated with investing in a mutual fund. |
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.
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