Dfa Selectively Hedged Fund Manager Performance Evaluation
| DFSHX Fund | USD 9.19 0.01 0.11% |
The fund shows a Beta (market volatility) of -0.01, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Dfa Selectively are expected to decrease at a much lower rate. During the bear market, Dfa Selectively is likely to outperform the market.
Risk-Adjusted Performance
35 of 100
Weak | Strong |
Very Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Dfa Selectively Hedged are ranked lower than 35 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical indicators, Dfa Selectively is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.1600 |
Dfa |
Dfa Selectively Relative Risk vs. Return Landscape
If you would invest 908.00 in Dfa Selectively Hedged on September 29, 2024 and sell it today you would earn a total of 11.00 from holding Dfa Selectively Hedged or generate 1.21% return on investment over 90 days. Dfa Selectively Hedged is currently producing 0.0188% returns and takes up 0.0416% 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 Selectively Current Valuation
Fairly Valued
Today
Please note that Dfa Selectively's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Dfa Selectively Hedged shows a prevailing Real Value of $9.09 per share. The current price of the fund is $9.19. We determine the value of Dfa Selectively Hedged 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 Selectively is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Dfa Mutual Fund. However, Dfa Selectively'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 9.19 | Real 9.09 | Hype 9.19 |
The intrinsic value of Dfa Selectively'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 Selectively'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 Selectively Hedged 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 Selectively more accurately as focusing exclusively on Dfa Selectively's fundamentals will not take into account other important factors: Dfa Selectively Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dfa Selectively's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Dfa Selectively Hedged, and traders can use it to determine the average amount a Dfa Selectively'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 = 0.452
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| DFSHX |
Based on monthly moving average Dfa Selectively is performing at about 35% of its full potential. 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 Selectively by adding it to a well-diversified portfolio.
Dfa Selectively Fundamentals Growth
Dfa Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dfa Selectively, and Dfa Selectively 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.
| Total Asset | 1.22 B | ||||
About Dfa Selectively Performance
Evaluating Dfa Selectively's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dfa Selectively 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 Selectively 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 seeks to maximize total returns from a universe of U.S. and foreign debt securities maturing in five years or less from the date of settlement. The debt securities in which the Portfolio may invest include obligations issued or guaranteed by the U.S. and foreign governments, their agencies and instrumentalities, corporate debt obligations, bank obligations, commercial paper, repurchase agreements, money market funds, securities of domestic or foreign issuers denominated in U.S. dollars but not trading in the United States, and obligations of supranational organizations.Things to note about Dfa Selectively Hedged performance evaluation
Checking the ongoing alerts about Dfa Selectively for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dfa Selectively Hedged help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Dfa is showing solid risk-adjusted performance over 90 days | |
| The fund retains about 38.57% of its assets under management (AUM) in cash |
- Analyzing Dfa Selectively'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 Selectively's stock is overvalued or undervalued compared to its peers.
- Examining Dfa Selectively'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 Selectively's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dfa Selectively's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dfa Selectively's mutual fund. These opinions can provide insight into Dfa Selectively's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Dfa Mutual Fund
Dfa Selectively 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 Selectively security.
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