Dimensional Global (Australia) Performance
| DGCE Etf | 27.06 0.05 0.19% |
The etf shows a Beta (market volatility) of 0.12, which means not very significant fluctuations relative to the market. As returns on the market increase, Dimensional Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Dimensional Global is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Dimensional Global Core has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable basic indicators, Dimensional Global is not utilizing all of its potentials. The newest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
1 | The benefits of US equities cant be ignored - Morningstar.com.au | 02/24/2025 |
2 | Morningstars verdict on the 3 most popular ETFs - Morningstar.com.au | 02/25/2025 |
Dimensional |
Dimensional Global Relative Risk vs. Return Landscape
If you would invest 2,755 in Dimensional Global Core on December 19, 2024 and sell it today you would lose (49.00) from holding Dimensional Global Core or give up 1.78% of portfolio value over 90 days. Dimensional Global Core is generating negative expected returns and assumes 0.6542% volatility on return distribution over the 90 days horizon. Simply put, 5% of etfs are less volatile than Dimensional, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Dimensional Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dimensional Global's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Dimensional Global Core, and traders can use it to determine the average amount a Dimensional Global'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 = -0.0417
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DGCE |
Estimated Market Risk
| 0.65 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Dimensional Global 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 Dimensional Global by adding Dimensional Global to a well-diversified portfolio.
About Dimensional Global Performance
Assessing Dimensional Global's fundamental ratios provides investors with valuable insights into Dimensional Global's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Dimensional Global is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Dimensional Global is entity of Australia. It is traded as Etf on AU exchange.| Dimensional Global generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Morningstars verdict on the 3 most popular ETFs - Morningstar.com.au |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Dimensional Global Core. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in board of governors. You can also try the Sign In To Macroaxis module to sign in to explore Macroaxis' wealth optimization platform and fintech modules.
Please note, there is a significant difference between Dimensional Global's value and its price as these two are different measures arrived at by different means. Investors typically determine if Dimensional Global is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Dimensional Global's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.