Dfa Ltip Financial Statements From 2010 to 2025
| DRXIX Fund | USD 5.38 0.03 0.56% |
Check Dfa Ltip financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Dfa Ltip'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 Ltip Valuation or Volatility modules.
Dfa |
Dfa Ltip Portfolio Mutual Fund Three Year Return Analysis
Dfa Ltip'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 Ltip Three Year Return | (17.05) % |
Most of Dfa Ltip'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 Ltip Portfolio 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 Ltip Portfolio has a Three Year Return of -17.0472%. 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 Ltip Portfolio Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Dfa Ltip's current stock value. Our valuation model uses many indicators to compare Dfa Ltip value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dfa Ltip competition to find correlations between indicators driving Dfa Ltip's intrinsic value. More Info.Dfa Ltip Portfolio 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 10.41 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 Ltip's earnings, one of the primary drivers of an investment's value.About Dfa Ltip Financial Statements
Dfa Ltip investors use historical fundamental indicators, such as Dfa Ltip'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 Ltip. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks its investment objective by generally investing in a universe of long-term fixed income securities structured to provide protection against inflation. It may invest in inflation-protected securities issued by the U.S. government and its agencies and instrumentalities. The fund also may invest in inflation-protected securities of other investment grade issuers including foreign governments and U.S. and non-U.S. corporations.
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Other Information on Investing in Dfa Mutual Fund
Dfa Ltip 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 Ltip security.
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