Dfa Ca Int Tr Fund Manager Performance Evaluation
| DCIBX Fund | USD 10.26 0.02 0.20% |
The fund shows a Beta (market volatility) of 0.0028, which means not very significant fluctuations relative to the market. As returns on the market increase, Dfa Ca's returns are expected to increase less than the market. However, during the bear market, the loss of holding Dfa Ca is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Dfa Ca Int Tr has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental drivers, Dfa Ca is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreDfa |
Dfa Ca Relative Risk vs. Return Landscape
If you would invest 1,029 in Dfa Ca Int Tr on January 1, 2025 and sell it today you would lose (5.00) from holding Dfa Ca Int Tr or give up 0.49% of portfolio value over 90 days. Dfa Ca Int Tr is currently producing negative expected returns and takes up 0.1189% 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 |
| Risk |
Dfa Ca Current Valuation
Fairly Valued
Today
Please note that Dfa Ca's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Dfa Ca Int shows a prevailing Real Value of $10.05 per share. The current price of the fund is $10.26. We determine the value of Dfa Ca Int 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 Ca is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Dfa Mutual Fund. However, Dfa Ca'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 10.26 | Real 10.05 | Hype 10.24 | Naive 10.21 |
The intrinsic value of Dfa Ca'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 Ca'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 Ca Int Tr 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 Ca more accurately as focusing exclusively on Dfa Ca's fundamentals will not take into account other important factors: Dfa Ca Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dfa Ca's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Dfa Ca Int Tr, and traders can use it to determine the average amount a Dfa Ca'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 = -0.0677
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DCIBX |
Estimated Market Risk
| 0.12 actual daily | 1 99% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Dfa Ca 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 Ca by adding Dfa Ca to a well-diversified portfolio.
Dfa Ca Fundamentals Growth
Dfa Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dfa Ca, and Dfa Ca 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 | 669.13 M | ||||
About Dfa Ca Performance
Evaluating Dfa Ca's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dfa Ca 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 Ca 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 normally invests in a universe of municipal securities issued by or on behalf of California state or local governments and their agencies, instrumentalities and regional governmental authorities, the interest on which is exempt from regular federal income tax and the state personal income tax of California. It maintains a dollar-weighted average portfolio maturity of more than three years but less than ten years.Things to note about Dfa Ca Int performance evaluation
Checking the ongoing alerts about Dfa Ca for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dfa Ca Int help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Dfa Ca Int generated a negative expected return over the last 90 days | |
| The fund retains about 8.01% of its assets under management (AUM) in cash |
- Analyzing Dfa Ca'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 Ca's stock is overvalued or undervalued compared to its peers.
- Examining Dfa Ca'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 Ca's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dfa Ca's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dfa Ca's mutual fund. These opinions can provide insight into Dfa Ca's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Dfa Mutual Fund
Dfa Ca 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 Ca security.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like |