Dfa Ny Municipal Fund Manager Performance Evaluation
| DNYMX Fund | USD 10.16 0.01 0.1% |
The fund shows a Beta (market volatility) of 0.0036, which means not very significant fluctuations relative to the market. As returns on the market increase, Dfa Ny's returns are expected to increase less than the market. However, during the bear market, the loss of holding Dfa Ny is expected to be smaller as well.
Risk-Adjusted Performance
18 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Dfa Ny Municipal are ranked lower than 18 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong primary indicators, Dfa Ny is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.2500 |
Dfa |
Dfa Ny Relative Risk vs. Return Landscape
If you would invest 1,010 in Dfa Ny Municipal on August 26, 2024 and sell it today you would earn a total of 6.00 from holding Dfa Ny Municipal or generate 0.59% return on investment over 90 days. Dfa Ny Municipal is currently producing 0.0091% returns and takes up 0.0379% volatility of returns over 90 trading days. Put another way, 0% 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 Ny Current Valuation
Fairly Valued
Today
Please note that Dfa Ny's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Dfa Ny Municipal shows a prevailing Real Value of $10.15 per share. The current price of the fund is $10.16. We determine the value of Dfa Ny Municipal 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 Ny is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Dfa Mutual Fund. However, Dfa Ny'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 10.16 | Real 10.15 | Hype 10.16 | Naive 10.16 |
The intrinsic value of Dfa Ny'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 Ny'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 Ny Municipal 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 Ny more accurately as focusing exclusively on Dfa Ny's fundamentals will not take into account other important factors: Dfa Ny Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dfa Ny's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Dfa Ny Municipal, and traders can use it to determine the average amount a Dfa Ny'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 = 0.2404
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| DNYMX |
Based on monthly moving average Dfa Ny is performing at about 18% of its full potential. 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 Ny by adding it to a well-diversified portfolio.
Dfa Ny Fundamentals Growth
Dfa Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dfa Ny, and Dfa Ny 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 | 121.84 M | ||||
About Dfa Ny Performance
Evaluating Dfa Ny's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dfa Ny 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 Ny 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.
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.Things to note about Dfa Ny Municipal performance evaluation
Checking the ongoing alerts about Dfa Ny for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dfa Ny Municipal help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains about 20.55% of its assets under management (AUM) in cash |
- Analyzing Dfa Ny'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 Ny's stock is overvalued or undervalued compared to its peers.
- Examining Dfa Ny'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 Ny's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dfa Ny's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dfa Ny's mutual fund. These opinions can provide insight into Dfa Ny's potential for growth and whether the stock is currently undervalued or overvalued.
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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