Dimensional 2030 Financial Statements From 2010 to 2024
DRIWX Fund | USD 12.07 0.51 4.05% |
Check Dimensional 2030 financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Dimensional 2030's main balance sheet or income statement drivers, such as , as well as many indicators such as . Dimensional financial statements analysis is a perfect complement when working with Dimensional 2030 Valuation or Volatility modules.
Dimensional |
Dimensional 2030 Target Mutual Fund Three Year Return Analysis
Dimensional 2030'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 Dimensional 2030 Three Year Return | 0.07 % |
Most of Dimensional 2030'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, Dimensional 2030 Target 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, Dimensional 2030 Target has a Three Year Return of 0.0745%. This is much higher than that of the Dimensional Fund Advisors family and significantly higher than that of the Target-Date 2030 category. The three year return for all United States funds is notably lower than that of the firm.
Dimensional 2030 Target Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Dimensional 2030's current stock value. Our valuation model uses many indicators to compare Dimensional 2030 value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dimensional 2030 competition to find correlations between indicators driving Dimensional 2030's intrinsic value. More Info.Dimensional 2030 Target 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 . 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 Dimensional 2030's earnings, one of the primary drivers of an investment's value.About Dimensional 2030 Financial Statements
Dimensional 2030 investors use historical fundamental indicators, such as Dimensional 2030'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 Dimensional 2030. Please read more on our technical analysis and fundamental analysis pages.
To achieve its investment objective, the Portfolio allocates its assets to other mutual funds managed by the Advisor according to an asset allocation strategy designed for investors planning to retire in or within a few years of 2030 and are planning to withdraw the value of the investment in the Portfolio over many years after the target date. Over time, the Portfolios allocation to the underlying funds is expected to change based on an asset allocation strategy that generally becomes more conservative until reaching the landing point.
Also Currently Popular
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 Dimensional Mutual Fund
Dimensional 2030 financial ratios help investors to determine whether Dimensional 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 Dimensional with respect to the benefits of owning Dimensional 2030 security.
Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
FinTech Suite Use AI to screen and filter profitable investment opportunities | |
Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules |