Dfa Inflation Financial Statements From 2010 to 2024
| DIPSX Fund | USD 10.94 0.07 0.64% |
Check Dfa Inflation financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Dfa Inflation's main balance sheet or income statement drivers, such as , as well as many indicators such as . Dfa financial statements analysis is a perfect complement when working with Dfa Inflation Valuation or Volatility modules.
Dfa |
Dfa Inflation Protected Mutual Fund Three Year Return Analysis
Dfa Inflation's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Dfa Inflation Three Year Return | (1.45) % |
Most of Dfa Inflation's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Dfa Inflation Protected is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Dfa Inflation Protected has a Three Year Return of -1.4502%. This is much lower than that of the Dimensional Fund Advisors family and significantly lower than that of the Inflation-Protected Bond category. The three year return for all United States funds is notably higher than that of the company.
Dfa Inflation Protected Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Dfa Inflation's current stock value. Our valuation model uses many indicators to compare Dfa Inflation value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dfa Inflation competition to find correlations between indicators driving Dfa Inflation's intrinsic value. More Info.Dfa Inflation Protected is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 2,245 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Dfa Inflation's earnings, one of the primary drivers of an investment's value.About Dfa Inflation Financial Statements
Dfa Inflation investors use historical fundamental indicators, such as Dfa Inflation's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Dfa Inflation. Please read more on our technical analysis and fundamental analysis pages.
As a non-fundamental policy, under normal circumstances, the Portfolio will invest at least 80 percent of its net assets in inflation-protected securities. Inflation-protected securities are securities whose principal andor interest payments are adjusted for inflation, unlike conventional debt securities that make fixed principal and interest payments.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Dfa Mutual Fund
Dfa Inflation financial ratios help investors to determine whether Dfa Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Dfa with respect to the benefits of owning Dfa Inflation security.
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