Dfa Inv Dimensions Manager Performance
| DFTVXDelisted Fund | USD 28.20 0.00 0.00% |
The fund shows a Beta (market volatility) of -0.3, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Dfa Inv are expected to decrease at a much lower rate. During the bear market, Dfa Inv is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days Dfa Inv Dimensions has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Dfa Inv is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Fifty Two Week Low | 25.32 | |
| Fifty Two Week High | 32.11 |
Dfa |
Dfa Inv Relative Risk vs. Return Landscape
If you would invest 2,820 in Dfa Inv Dimensions on September 24, 2024 and sell it today you would earn a total of 0.00 from holding Dfa Inv Dimensions or generate 0.0% return on investment over 90 days. Dfa Inv Dimensions is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Dfa, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Dfa Inv Current Valuation
Overvalued
Today
Please note that Dfa Inv's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Dfa Inv Dimensions shows a prevailing Real Value of $25.85 per share. The current price of the fund is $28.2. We determine the value of Dfa Inv Dimensions from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Dfa Inv is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Dfa Mutual Fund. However, Dfa Inv's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 28.2 | Real 25.85 | Hype 28.2 | Naive 28.11 |
The intrinsic value of Dfa Inv's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Dfa Inv's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Dfa Inv Dimensions helps investors to forecast how Dfa mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Dfa Inv more accurately as focusing exclusively on Dfa Inv's fundamentals will not take into account other important factors: Dfa Inv Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dfa Inv's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Dfa Inv Dimensions, and traders can use it to determine the average amount a Dfa Inv's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0
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| DFTVX |
Based on monthly moving average Dfa Inv is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Dfa Inv by adding Dfa Inv to a well-diversified portfolio.
Dfa Inv Fundamentals Growth
Dfa Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dfa Inv, and Dfa Inv fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Dfa Mutual Fund performance.
| Price To Earning | 17.98 X | |||
| Price To Book | 1.43 X | |||
| Price To Sales | 0.78 X | |||
| Total Asset | 10.49 B | |||
About Dfa Inv Performance
Evaluating Dfa Inv's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dfa Inv has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Dfa Inv has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund purchases a broad and diverse group of the readily marketable securities of U.S. small and mid cap companies that the advisor determines to be value stocks with higher profitability. Dfa US is traded on NASDAQ Exchange in the United States.Things to note about Dfa Inv Dimensions performance evaluation
Checking the ongoing alerts about Dfa Inv for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dfa Inv Dimensions help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Dfa Inv Dimensions is not yet fully synchronised with the market data | |
| Dfa Inv Dimensions has a very high chance of going through financial distress in the upcoming years | |
| Dfa Inv Dimensions generated five year return of -1.0% | |
| This fund retains 99.75% of its assets under management (AUM) in equities |
- Analyzing Dfa Inv's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Dfa Inv's stock is overvalued or undervalued compared to its peers.
- Examining Dfa Inv's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Dfa Inv's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dfa Inv's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dfa Inv's mutual fund. These opinions can provide insight into Dfa Inv's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in real. You can also try the Transaction History module to view history of all your transactions and understand their impact on performance.
Other Consideration for investing in Dfa Mutual Fund
If you are still planning to invest in Dfa Inv Dimensions check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Dfa Inv's history and understand the potential risks before investing.
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