Summary
DUHP
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 15.08% Volatility 17.06% Sharpe 0.48
Official loaded data — not a live quote.

DIMENSIONAL US HIGH PROFITABILITY ETF

Symbol: DUHP

Exchange: NYSE

Sector: Technology

Category: Large Blend

Inception date: 23/02/2022

Latest date: 20/07/2026

Current price: $41.10

Expense ratio: 0.20%

Assets under management
$12.3B
-0.96% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

-0.54%

Ann. -47.04% (Sharpe / Sortino numerator)

Volatility

17.15%

Sharpe ratio

-2.954

VaR 95%

-1.75%

CVaR 95%: -1.76%
Max drawdown: -8.10%
Sortino ratio: -4.919
Calmar ratio: -5.80

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

4.74%

Ann. -10.94% (Sharpe / Sortino numerator)

Volatility

14.28%

Sharpe ratio

-1.020

VaR 95%

-1.65%

CVaR 95%: -1.77%
Max drawdown: -9.22%
Sortino ratio: -1.541
Calmar ratio: -1.19

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

9.35%

Ann. -5.26% (Sharpe / Sortino numerator)

Volatility

12.39%

Sharpe ratio

-0.718

VaR 95%

-1.44%

CVaR 95%: -1.74%
Max drawdown: -9.22%
Sortino ratio: -1.033
Calmar ratio: -0.57

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

15.08%

Ann. 11.79% (Sharpe / Sortino numerator)

Volatility

17.06%

Sharpe ratio

0.479

VaR 95%

-1.47%

CVaR 95%: -2.48%
Max drawdown: -9.22%
Sortino ratio: 0.618
Calmar ratio: 1.28

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

28.70%

Ann. 9.84% (Sharpe / Sortino numerator)

Volatility

15.00%

Sharpe ratio

0.414

VaR 95%

-1.45%

CVaR 95%: -2.13%
Max drawdown: -17.86%
Sortino ratio: 0.554
Calmar ratio: 0.55

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

57.81%

Ann. 15.17% (Sharpe / Sortino numerator)

Volatility

13.82%

Sharpe ratio

0.834

VaR 95%

-1.30%

CVaR 95%: -1.91%
Max drawdown: -17.86%
Sortino ratio: 1.161
Calmar ratio: 0.85

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 21/07/2025 - 20/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.059%

Best day

2.71%

08/04/2026
Worst day

-2.352%

05/06/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $41.50 $41.50 $41.05 $41.10 704,400
17/07/2026 $41.24 $41.55 $41.24 $41.32 607,000
16/07/2026 $41.42 $41.72 $41.42 $41.70 930,000
15/07/2026 $41.62 $41.62 $41.31 $41.54 707,400
14/07/2026 $41.66 $41.66 $41.34 $41.47 621,200
13/07/2026 $41.73 $41.87 $41.53 $41.58 612,000
10/07/2026 $41.66 $41.91 $41.52 $41.87 553,500
09/07/2026 $41.57 $41.74 $41.49 $41.70 567,600
08/07/2026 $41.22 $41.45 $41.04 $41.37 676,500
07/07/2026 $41.57 $41.65 $41.35 $41.50 755,400