Dimensional 2040 Target Fund Manager Performance Evaluation
| DRIHX Fund | USD 16.41 0.11 0.67% |
The fund shows a Beta (market volatility) of 0.49, which means possible diversification benefits within a given portfolio. As returns on the market increase, Dimensional 2040's returns are expected to increase less than the market. However, during the bear market, the loss of holding Dimensional 2040 is expected to be smaller as well.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Dimensional 2040 Target are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical indicators, Dimensional 2040 is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.2200 |
Dimensional |
Dimensional 2040 Relative Risk vs. Return Landscape
If you would invest 1,602 in Dimensional 2040 Target on August 29, 2024 and sell it today you would earn a total of 39.00 from holding Dimensional 2040 Target or generate 2.43% return on investment over 90 days. Dimensional 2040 Target is currently producing 0.0395% returns and takes up 0.5125% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Dimensional, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Dimensional 2040 Current Valuation
Fairly Valued
Today
Please note that Dimensional 2040's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Dimensional 2040 Target shows a prevailing Real Value of $16.33 per share. The current price of the fund is $16.41. We determine the value of Dimensional 2040 Target 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 Dimensional 2040 is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Dimensional Mutual Fund. However, Dimensional 2040'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 16.41 | Real 16.33 | Hype 16.41 | Naive 16.3 |
The intrinsic value of Dimensional 2040'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 Dimensional 2040'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 Dimensional 2040 Target helps investors to forecast how Dimensional 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 Dimensional 2040 more accurately as focusing exclusively on Dimensional 2040's fundamentals will not take into account other important factors: Dimensional 2040 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dimensional 2040's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Dimensional 2040 Target, and traders can use it to determine the average amount a Dimensional 2040'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 = 0.077
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DRIHX |
Estimated Market Risk
| 0.51 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Dimensional 2040 is performing at about 6% 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 Dimensional 2040 by adding it to a well-diversified portfolio.
Dimensional 2040 Fundamentals Growth
Dimensional Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dimensional 2040, and Dimensional 2040 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 Dimensional Mutual Fund performance.
| Total Asset | 131.64 M | |||
About Dimensional 2040 Performance
Evaluating Dimensional 2040's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dimensional 2040 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 Dimensional 2040 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.
To achieve its investment objective, the Portfolio allocates its assets to other mutual funds managed by the Advisor according to an asset allocation strategy designed for investors planning to retire in or within a few years of 2040 and are planning to withdraw the value of the investment in the Portfolio over many years after the target date. Dimensional 2040 is traded on NASDAQ Exchange in the United States.Things to note about Dimensional 2040 Target performance evaluation
Checking the ongoing alerts about Dimensional 2040 for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dimensional 2040 Target 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 12.82% of its assets under management (AUM) in cash |
- Analyzing Dimensional 2040'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 Dimensional 2040's stock is overvalued or undervalued compared to its peers.
- Examining Dimensional 2040'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 Dimensional 2040's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dimensional 2040's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dimensional 2040's mutual fund. These opinions can provide insight into Dimensional 2040's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Dimensional Mutual Fund
Dimensional 2040 financial ratios help investors to determine whether Dimensional 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 Dimensional with respect to the benefits of owning Dimensional 2040 security.
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