Dfa Investment Financial Statements From 2010 to 2024
| DFAPX Fund | USD 10.14 0.03 0.30% |
Check Dfa Investment financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Dfa Investment's main balance sheet or income statement drivers, such as , as well as many indicators such as . Dfa financial statements analysis is a perfect complement when working with Dfa Investment Valuation or Volatility modules.
Dfa |
Dfa Investment Grade Mutual Fund Three Year Return Analysis
Dfa Investment's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Dfa Investment Three Year Return | (1.07) % |
Most of Dfa Investment's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Dfa Investment Grade is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Dfa Investment Grade has a Three Year Return of -1.072%. This is much lower than that of the Dimensional Fund Advisors family and significantly lower than that of the Intermediate Core Bond category. The three year return for all United States funds is notably higher than that of the company.
Dfa Investment Grade Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Dfa Investment's current stock value. Our valuation model uses many indicators to compare Dfa Investment value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dfa Investment competition to find correlations between indicators driving Dfa Investment's intrinsic value. More Info.Dfa Investment Grade is rated # 3 fund in annual yield among similar funds. It is one of the top funds in year to date return among similar funds creating about 497.34 of Year To Date Return per Annual Yield. 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 Dfa Investment's earnings, one of the primary drivers of an investment's value.About Dfa Investment Financial Statements
Dfa Investment investors use historical fundamental indicators, such as Dfa Investment's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Dfa Investment. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks to achieve its investment objective through exposure to a broad portfolio of investment grade debt securities of U.S. and non-U.S. corporate and government issuers. As a non-fundamental policy, under normal circumstances, at least 80 percent of the Portfolios net assets will be invested in fixed income securities considered to be investment grade quality.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Dfa Mutual Fund
Dfa Investment 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 Investment security.
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