Dimensional 2055 Financials
DRIKX Fund | USD 19.41 0.03 0.15% |
Dimensional |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Dimensional 2055 Fund Summary
Dimensional 2055 competes with Vanguard Inflation-protec, and Versatile Bond. 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 2055 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.Specialization | Target-Date 2055, Large Blend |
Instrument | USA Mutual Fund View All |
Exchange | NMFQS Exchange |
Business Address | DFA Investment Dimensions |
Mutual Fund Family | Dimensional Fund Advisors |
Mutual Fund Category | Target-Date 2055 |
Benchmark | Dow Jones Industrial |
Phone | 888 576 1167 |
Currency | USD - US Dollar |
Dimensional 2055 Key Financial Ratios
Dimensional Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Dimensional 2055's current stock value. Our valuation model uses many indicators to compare Dimensional 2055 value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dimensional 2055 competition to find correlations between indicators driving Dimensional 2055's intrinsic value. More Info.Dimensional 2055 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 2055's earnings, one of the primary drivers of an investment's value.Dimensional 2055 Target Systematic Risk
Dimensional 2055's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Dimensional 2055 volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was five with a total number of output elements of fifty-six. The Beta measures systematic risk based on how returns on Dimensional 2055 Target correlated with the market. If Beta is less than 0 Dimensional 2055 generally moves in the opposite direction as compared to the market. If Dimensional 2055 Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Dimensional 2055 Target is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Dimensional 2055 is generally in the same direction as the market. If Beta > 1 Dimensional 2055 moves generally in the same direction as, but more than the movement of the benchmark.
Dimensional 2055 March 24, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Dimensional 2055 help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Dimensional 2055 Target. We use our internally-developed statistical techniques to arrive at the intrinsic value of Dimensional 2055 Target based on widely used predictive technical indicators. In general, we focus on analyzing Dimensional Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Dimensional 2055's daily price indicators and compare them against related drivers.
Information Ratio | 0.0147 | |||
Maximum Drawdown | 3.73 | |||
Value At Risk | (1.38) | |||
Potential Upside | 1.06 |
Other Information on Investing in Dimensional Mutual Fund
Dimensional 2055 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 2055 security.
Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules | |
Equity Valuation Check real value of public entities based on technical and fundamental data |