Dfa Intermediate Term Fund Key Fundamental Indicators
| DFTIX Fund | USD 10.28 0.01 0.1% |
As of the 17th of February 2026, Dfa Intermediate shows the Coefficient Of Variation of 242.48, mean deviation of 0.0548, and Standard Deviation of 0.0686. Dfa Intermediate Term technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the entity's future prices.
Dfa Intermediate's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Dfa Intermediate's valuation are provided below:Dfa Intermediate Term does not presently have any fundamental signals for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Dfa |
Dfa Intermediate 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Dfa Intermediate's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Dfa Intermediate.
| 11/19/2025 |
| 02/17/2026 |
If you would invest 0.00 in Dfa Intermediate on November 19, 2025 and sell it all today you would earn a total of 0.00 from holding Dfa Intermediate Term or generate 0.0% return on investment in Dfa Intermediate over 90 days. Dfa Intermediate is related to or competes with Intal High, Dfa International, Dfa Inflation, Dfa International, Dfa International, Dfa Mn, and Dfa Municipal. As a fundamental investment policy, under normal market conditions, the fund will invest at least 80 percent of its net ... More
Dfa Intermediate Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Dfa Intermediate's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Dfa Intermediate Term upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (0.61) | |||
| Maximum Drawdown | 0.2969 | |||
| Value At Risk | (0.1) | |||
| Potential Upside | 0.0991 |
Dfa Intermediate Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dfa Intermediate's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Dfa Intermediate's standard deviation. In reality, there are many statistical measures that can use Dfa Intermediate historical prices to predict the future Dfa Intermediate's volatility.| Risk Adjusted Performance | 0.2252 | |||
| Jensen Alpha | 0.0184 | |||
| Total Risk Alpha | 0.0132 | |||
| Treynor Ratio | (11.43) |
Dfa Intermediate February 17, 2026 Technical Indicators
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| Volume Indicators |
| Risk Adjusted Performance | 0.2252 | |||
| Market Risk Adjusted Performance | (11.42) | |||
| Mean Deviation | 0.0548 | |||
| Coefficient Of Variation | 242.48 | |||
| Standard Deviation | 0.0686 | |||
| Variance | 0.0047 | |||
| Information Ratio | (0.61) | |||
| Jensen Alpha | 0.0184 | |||
| Total Risk Alpha | 0.0132 | |||
| Treynor Ratio | (11.43) | |||
| Maximum Drawdown | 0.2969 | |||
| Value At Risk | (0.1) | |||
| Potential Upside | 0.0991 | |||
| Skewness | (0.19) | |||
| Kurtosis | 1.26 |
Dfa Intermediate Term Backtested Returns
At this stage we consider Dfa Mutual Fund to be very steady. Dfa Intermediate Term secures Sharpe Ratio (or Efficiency) of 0.47, which denotes the fund had a 0.47 % return per unit of standard deviation over the last 3 months. We have found twenty-one technical indicators for Dfa Intermediate Term, which you can use to evaluate the volatility of the entity. Please confirm Dfa Intermediate's Coefficient Of Variation of 242.48, standard deviation of 0.0686, and Mean Deviation of 0.0548 to check if the risk estimate we provide is consistent with the expected return of 0.0311%. The fund shows a Beta (market volatility) of -0.0016, 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.
Auto-correlation | 0.92 |
Excellent predictability
Dfa Intermediate Term has excellent predictability. Overlapping area represents the amount of predictability between Dfa Intermediate time series from 19th of November 2025 to 3rd of January 2026 and 3rd of January 2026 to 17th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Dfa Intermediate Term price movement. The serial correlation of 0.92 indicates that approximately 92.0% of current Dfa Intermediate price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.92 | |
| Spearman Rank Test | 0.96 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Dfa Intermediate Term has a Three Year Return of 3.1722%. This is much higher than that of the Dimensional Fund Advisors family and significantly higher than that of the Muni National Interm category. The three year return for all United States funds is notably lower than that of the firm.
Dfa Intermediate Term Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Dfa Intermediate's current stock value. Our valuation model uses many indicators to compare Dfa Intermediate value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dfa Intermediate competition to find correlations between indicators driving Dfa Intermediate's intrinsic value. More Info.Dfa Intermediate Term is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 52.96 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Dfa Intermediate's earnings, one of the primary drivers of an investment's value.Dfa Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Dfa Intermediate's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Dfa Intermediate could also be used in its relative valuation, which is a method of valuing Dfa Intermediate by comparing valuation metrics of similar companies.Dfa Intermediate is currently under evaluation in three year return among similar funds.
Dfa Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Dfa Intermediate's current stock value. Our valuation model uses many indicators to compare Dfa Intermediate value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dfa Intermediate competition to find correlations between indicators driving Dfa Intermediate's intrinsic value. More Info.Dfa Intermediate Term is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 52.96 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Dfa Intermediate's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Dfa Intermediate
The fund consists of 98.13% investments in fixed income securities, with the rest of funds allocated in cash.Asset allocation divides Dfa Intermediate's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Dfa Fundamentals
| Total Asset | 2.11 B | ||||
| Annual Yield | 0.03 % | ||||
| Year To Date Return | 1.41 % | ||||
| One Year Return | 4.99 % | ||||
| Three Year Return | 3.17 % | ||||
| Five Year Return | 1.25 % | ||||
| Net Asset | 1.81 B | ||||
| Last Dividend Paid | 0.01 | ||||
| Cash Position Weight | 1.87 % | ||||
| Bond Positions Weight | 98.13 % |
About Dfa Intermediate Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Dfa Intermediate Term's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Dfa Intermediate using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Dfa Intermediate Term based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.As a fundamental investment policy, under normal market conditions, the fund will invest at least 80 percent of its net assets in municipal securities that pay interest exempt from federal income tax. The adviser does not currently intend to invest its assets in municipal securities whose interest is subject to the federal alternative minimum tax.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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