Dfa Intermediate Government Fund Manager Performance Evaluation
| DFIGX Fund | USD 11.07 0.03 0.27% |
The fund shows a Beta (market volatility) of -0.0783, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Dfa Intermediate are expected to decrease at a much lower rate. During the bear market, Dfa Intermediate is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days Dfa Intermediate Government has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Dfa Intermediate is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.1200 |
Dfa |
Dfa Intermediate Relative Risk vs. Return Landscape
If you would invest 1,121 in Dfa Intermediate Government on September 2, 2024 and sell it today you would lose (14.00) from holding Dfa Intermediate Government or give up 1.25% of portfolio value over 90 days. Dfa Intermediate Government is currently producing negative expected returns and takes up 0.3141% volatility of returns over 90 trading days. Put another way, 2% 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 Intermediate Current Valuation
Overvalued
Today
Please note that Dfa Intermediate's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Dfa Intermediate Gov shows a prevailing Real Value of $10.64 per share. The current price of the fund is $11.07. We determine the value of Dfa Intermediate Gov 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 Intermediate is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Dfa Mutual Fund. However, Dfa Intermediate'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 11.07 | Real 10.64 | Hype 11.07 | Naive 11.13 |
The intrinsic value of Dfa Intermediate'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 Intermediate'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 Intermediate Government 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 Intermediate more accurately as focusing exclusively on Dfa Intermediate's fundamentals will not take into account other important factors: Dfa Intermediate Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dfa Intermediate's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Dfa Intermediate Government, and traders can use it to determine the average amount a Dfa Intermediate'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 = -0.061
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| Negative Returns | DFIGX |
Estimated Market Risk
| 0.31 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Dfa Intermediate 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 Intermediate by adding Dfa Intermediate to a well-diversified portfolio.
Dfa Intermediate Fundamentals Growth
Dfa Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dfa Intermediate, and Dfa Intermediate 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 | 6.21 B | ||||
About Dfa Intermediate Performance
Evaluating Dfa Intermediate's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dfa Intermediate 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 Intermediate 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 primarily invests in high quality, low-risk obligations of the U.S. government and its agencies with maturities between five and fifteen years from the date of settlement. It normally invests in non-callable obligations issued or guaranteed by the U.S. government and U.S. government agencies, AAA-rated, dollar-denominated obligations of foreign governments, obligations of supranational organizations, and futures contracts on U.S. Treasury securities.Things to note about Dfa Intermediate Gov performance evaluation
Checking the ongoing alerts about Dfa Intermediate for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dfa Intermediate Gov help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Dfa Intermediate Gov generated a negative expected return over the last 90 days | |
| Dfa Intermediate Gov generated five year return of -1.0% | |
| This fund retains about 99.76% of its assets under management (AUM) in fixed income securities |
- Analyzing Dfa Intermediate'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 Intermediate's stock is overvalued or undervalued compared to its peers.
- Examining Dfa Intermediate'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 Intermediate's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dfa Intermediate's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dfa Intermediate's mutual fund. These opinions can provide insight into Dfa Intermediate's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Dfa Mutual Fund
Dfa Intermediate 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 Intermediate security.
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