Dfa Investment Dimensions Fund Manager Performance Evaluation
The fund shows a Beta (market volatility) of 0.0603, which means not very significant fluctuations relative to the market. As returns on the market increase, Dfa Investment's returns are expected to increase less than the market. However, during the bear market, the loss of holding Dfa Investment is expected to be smaller as well.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Dfa Investment Dimensions are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Dfa Investment is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Dfa Investment Relative Risk vs. Return Landscape
If you would invest 946.00 in Dfa Investment Dimensions on November 8, 2025 and sell it today you would earn a total of 3.00 from holding Dfa Investment Dimensions or generate 0.32% return on investment over 90 days. Dfa Investment Dimensions is currently producing 0.0053% returns and takes up 0.1476% volatility of returns over 90 trading days. Put another way, 1% 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 |
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Dfa Investment Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Dfa Investment for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Dfa Investment Dimensions can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Dfa Investment is not yet fully synchronised with the market data | |
| Dfa Investment has some characteristics of a very speculative penny stock | |
| The fund generated five year return of 0.0% | |
| Dfa Investment Dimensions retains about 33.61% of its assets under management (AUM) in cash |
Dfa Investment Fundamentals Growth
Dfa Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dfa Investment, and Dfa Investment 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 | 964.77 M | ||||
About Dfa Investment Performance
Evaluating Dfa Investment's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dfa Investment 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 Investment 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 portfolio invests in a broad portfolio of investment grade debt securities of U.S. and non-U.S. corporate and government issuers, while excluding or underweighting securities of corporate and certain non-sovereign government issuers based upon the portfolios sustainability impact considerations. Dfa Global is traded on NASDAQ Exchange in the United States.Things to note about Dfa Investment Dimensions performance evaluation
Checking the ongoing alerts about Dfa Investment for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dfa Investment Dimensions help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Dfa Investment is not yet fully synchronised with the market data | |
| The fund generated five year return of 0.0% | |
| Dfa Investment Dimensions retains about 33.61% of its assets under management (AUM) in cash |
- Analyzing Dfa Investment'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 Investment's stock is overvalued or undervalued compared to its peers.
- Examining Dfa Investment'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 Investment's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dfa Investment's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dfa Investment's mutual fund. These opinions can provide insight into Dfa Investment's potential for growth and whether the stock is currently undervalued or overvalued.
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.
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon |