Dfa Social Fixed Fund Manager Performance Evaluation
| DSFIX Fund | USD 9.18 0.04 0.44% |
The fund shows a Beta (market volatility) of -0.0565, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Dfa Social are expected to decrease at a much lower rate. During the bear market, Dfa Social is likely to outperform the market.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Dfa Social Fixed has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Dfa Social 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 |
Dfa |
Dfa Social Relative Risk vs. Return Landscape
If you would invest 922.00 in Dfa Social Fixed on September 2, 2024 and sell it today you would lose (4.00) from holding Dfa Social Fixed or give up 0.43% of portfolio value over 90 days. Dfa Social Fixed is currently producing negative expected returns and takes up 0.3102% 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 Social Current Valuation
Overvalued
Today
Please note that Dfa Social's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Dfa Social Fixed shows a prevailing Real Value of $8.86 per share. The current price of the fund is $9.18. We determine the value of Dfa Social Fixed 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 Social is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Dfa Mutual Fund. However, Dfa Social'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 9.18 | Real 8.86 | Hype 9.18 | Naive 9.21 |
The intrinsic value of Dfa Social'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 Social'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 Social Fixed 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 Social more accurately as focusing exclusively on Dfa Social's fundamentals will not take into account other important factors: Dfa Social Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dfa Social's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Dfa Social Fixed, and traders can use it to determine the average amount a Dfa Social'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 = -0.0204
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DSFIX |
Estimated Market Risk
| 0.31 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Dfa Social 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 Social by adding Dfa Social to a well-diversified portfolio.
Dfa Social Fundamentals Growth
Dfa Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dfa Social, and Dfa Social 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.
| Price To Earning | 8.34 X | ||||
| Total Asset | 556.77 M | ||||
About Dfa Social Performance
Evaluating Dfa Social's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dfa Social 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 Social 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 seeks to achieve its investment objective through exposure to a broad portfolio of investment grade debt securities of U.S. and non-U.S. corporate and government issuers while excluding securities of corporate and certain non-sovereign government issuers based upon the Portfolios social issue screens. It will invest at least 80 percent of the funds net assets in fixed income securities considered to be investment grade quality. The funds investments may include foreign securities denominated in foreign currencies.Things to note about Dfa Social Fixed performance evaluation
Checking the ongoing alerts about Dfa Social for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dfa Social Fixed help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Dfa Social Fixed generated a negative expected return over the last 90 days | |
| The fund generated three year return of -1.0% | |
| Dfa Social Fixed retains about 96.53% of its assets under management (AUM) in fixed income securities |
- Analyzing Dfa Social'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 Social's stock is overvalued or undervalued compared to its peers.
- Examining Dfa Social'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 Social's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dfa Social's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dfa Social's mutual fund. These opinions can provide insight into Dfa Social's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Dfa Mutual Fund
Dfa Social 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 Social security.
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