Dfa Social Financial Statements From 2010 to 2024
| DSFIX Fund | USD 9.04 0.04 0.44% |
Check Dfa Social financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Dfa Social'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 Social Valuation or Volatility modules.
Dfa |
Dfa Social Fixed Mutual Fund One Year Return Analysis
Dfa Social's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Dfa Social One Year Return | 6.10 % |
Most of Dfa Social's fundamental indicators, such as One 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 Social Fixed is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Based on the recorded statements, Dfa Social Fixed has an One Year Return of 6.1036%. This is much higher than that of the Dimensional Fund Advisors family and significantly higher than that of the Intermediate Core Bond category. The one year return for all United States funds is notably lower than that of the firm.
Dfa Social Fixed Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Dfa Social's current stock value. Our valuation model uses many indicators to compare Dfa Social value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dfa Social competition to find correlations between indicators driving Dfa Social's intrinsic value. More Info.Dfa Social Fixed is one of the top funds in price to earning among similar funds. It also is one of the top funds in annual yield among similar funds . The ratio of Price To Earning to Annual Yield for Dfa Social Fixed is about 27,800 . 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 Social's earnings, one of the primary drivers of an investment's value.About Dfa Social Financial Statements
Dfa Social investors use historical fundamental indicators, such as Dfa Social'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 Social. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks to achieve its investment objective through exposure to a broad portfolio of investment grade debt securities of U.S. and non-U.S. corporate and government issuers while excluding securities of corporate and certain non-sovereign government issuers based upon the Portfolios social issue screens. It will invest at least 80 percent of the funds net assets in fixed income securities considered to be investment grade quality. The funds investments may include foreign securities denominated in foreign currencies.
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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 Social 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 Social security.
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