Dfa Ny Financials
| DNYMX Fund | USD 10.14 0.02 0.20% |
Dfa |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Dfa Ny Fund Summary
Dfa Ny competes with Intal High, Dfa -, Dfa Inflation, Dfa International, and Dfa -. Under normal market conditions, the fund will invest at least 80 percent of its net assets in municipal securities that pay interest exempt from New York state and federal personal income taxes. The adviser does not currently intend to invest its assets in municipal securities whose interest is subject to the federal alternative minimum tax. Generally, the fund will maintain a maximum average portfolio duration of five years. It is non-diversified.Specialization | Muni Single State Short, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | DFA Investment Dimensions |
| Mutual Fund Family | Dimensional Fund Advisors |
| Mutual Fund Category | Muni Single State Short |
| Benchmark | Dow Jones Industrial |
| Phone | 888 576 1167 |
| Currency | USD - US Dollar |
Dfa Ny Key Financial Ratios
Dfa Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Dfa Ny's current stock value. Our valuation model uses many indicators to compare Dfa Ny value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dfa Ny competition to find correlations between indicators driving Dfa Ny's intrinsic value. More Info.Dfa Ny Municipal is rated # 4 fund in annual yield among similar funds. It is rated # 3 fund in year to date return among similar funds creating about 1,482 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 Ny's earnings, one of the primary drivers of an investment's value.Dfa Ny Municipal Systematic Risk
Dfa Ny's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Dfa Ny volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty with a total number of output elements of thirty-one. The Beta measures systematic risk based on how returns on Dfa Ny Municipal correlated with the market. If Beta is less than 0 Dfa Ny generally moves in the opposite direction as compared to the market. If Dfa Ny Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Dfa Ny Municipal is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Dfa Ny is generally in the same direction as the market. If Beta > 1 Dfa Ny moves generally in the same direction as, but more than the movement of the benchmark.
Dfa Ny January 30, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Dfa Ny help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Dfa Ny Municipal. We use our internally-developed statistical techniques to arrive at the intrinsic value of Dfa Ny Municipal based on widely used predictive technical indicators. In general, we focus on analyzing Dfa Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Dfa Ny's daily price indicators and compare them against related drivers.
| Information Ratio | (1.47) | |||
| Maximum Drawdown | 0.1985 | |||
| Value At Risk | (0.1) | |||
| Potential Upside | 0.0991 |
Other Information on Investing in Dfa Mutual Fund
Dfa Ny 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 Ny security.
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