Dfa Ltip Portfolio Fund Manager Performance Evaluation
| DRXIX Fund | USD 5.40 0.06 1.10% |
The fund shows a Beta (market volatility) of 0.15, which means not very significant fluctuations relative to the market. As returns on the market increase, Dfa Ltip's returns are expected to increase less than the market. However, during the bear market, the loss of holding Dfa Ltip is expected to be smaller as well.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Dfa Ltip Portfolio has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's forward indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Expense Ratio | 0.1300 |
Dfa |
Dfa Ltip Relative Risk vs. Return Landscape
If you would invest 615.00 in Dfa Ltip Portfolio on September 30, 2024 and sell it today you would lose (75.00) from holding Dfa Ltip Portfolio or give up 12.2% of portfolio value over 90 days. Dfa Ltip Portfolio is currently producing negative expected returns and takes up 1.0421% volatility of returns over 90 trading days. Put another way, 9% 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 Ltip Current Valuation
Fairly Valued
Today
Please note that Dfa Ltip's price fluctuation is not too volatile at this time. At this time, the entity appears to be fairly valued. Dfa Ltip Portfolio shows a prevailing Real Value of $5.49 per share. The current price of the fund is $5.4. We determine the value of Dfa Ltip Portfolio 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 Ltip is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Dfa Mutual Fund. However, Dfa Ltip'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 5.4 | Real 5.49 | Hype 5.4 |
The intrinsic value of Dfa Ltip'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 Ltip'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 Ltip Portfolio 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 Ltip more accurately as focusing exclusively on Dfa Ltip's fundamentals will not take into account other important factors: Dfa Ltip Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dfa Ltip's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Dfa Ltip Portfolio, and traders can use it to determine the average amount a Dfa Ltip'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 = -0.1897
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DRXIX |
Estimated Market Risk
| 1.04 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.2 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.19 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Dfa Ltip 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 Ltip by adding Dfa Ltip to a well-diversified portfolio.
Dfa Ltip Fundamentals Growth
Dfa Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dfa Ltip, and Dfa Ltip 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 | 406.55 M | ||||
About Dfa Ltip Performance
Evaluating Dfa Ltip's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dfa Ltip 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 Ltip 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 its investment objective by generally investing in a universe of long-term fixed income securities structured to provide protection against inflation. It may invest in inflation-protected securities issued by the U.S. government and its agencies and instrumentalities. The fund also may invest in inflation-protected securities of other investment grade issuers including foreign governments and U.S. and non-U.S. corporations.Things to note about Dfa Ltip Portfolio performance evaluation
Checking the ongoing alerts about Dfa Ltip for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dfa Ltip Portfolio help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Dfa Ltip Portfolio generated a negative expected return over the last 90 days | |
| Dfa Ltip Portfolio generated five year return of -6.0% | |
| This fund retains about 99.64% of its assets under management (AUM) in fixed income securities |
- Analyzing Dfa Ltip'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 Ltip's stock is overvalued or undervalued compared to its peers.
- Examining Dfa Ltip'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 Ltip's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dfa Ltip's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dfa Ltip's mutual fund. These opinions can provide insight into Dfa Ltip's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Dfa Mutual Fund
Dfa Ltip 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 Ltip security.
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