Dfa Short Duration Real Fund Manager Performance Evaluation
| DFAIX Fund | USD 10.60 0.01 0.09% |
The fund shows a Beta (market volatility) of 0.0139, which means not very significant fluctuations relative to the market. As returns on the market increase, Dfa Short-duration's returns are expected to increase less than the market. However, during the bear market, the loss of holding Dfa Short-duration is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Dfa Short Duration Real are ranked lower than 22 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Dfa Short-duration is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreDFA |
Dfa Short-duration Relative Risk vs. Return Landscape
If you would invest 1,045 in Dfa Short Duration Real on December 2, 2025 and sell it today you would earn a total of 15.00 from holding Dfa Short Duration Real or generate 1.44% return on investment over 90 days. Dfa Short Duration Real is currently producing 0.0234% returns and takes up 0.0829% 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 Short-duration Current Valuation
Overvalued
Today
Please note that Dfa Short-duration's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Dfa Short Duration shows a prevailing Real Value of $9.73 per share. The current price of the fund is $10.6. We determine the value of Dfa Short Duration 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 Short-duration is currently traded on the exchange, buyers and sellers on that exchange determine the market value of DFA Mutual Fund. However, Dfa Short-duration'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 10.6 | Real 9.73 | Hype 10.6 | Naive 10.6 |
The intrinsic value of Dfa Short-duration'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 Short-duration'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 Short Duration Real 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 Short-duration more accurately as focusing exclusively on Dfa Short-duration's fundamentals will not take into account other important factors: Dfa Short-duration Target Price Odds to finish over Current Price
The tendency of DFA Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 10.60 | 90 days | 10.60 | about 5.8 |
Based on a normal probability distribution, the odds of Dfa Short-duration to move above the current price in 90 days from now is about 5.8 (This Dfa Short Duration Real probability density function shows the probability of DFA Mutual Fund to fall within a particular range of prices over 90 days) .
Dfa Short-duration Price Density |
| Price |
Predictive Modules for Dfa Short-duration
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Dfa Short Duration. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Dfa Short-duration Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Dfa Short-duration is not an exception. The market had few large corrections towards the Dfa Short-duration's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Dfa Short Duration Real, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Dfa Short-duration within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.01 | |
β | Beta against Dow Jones | 0.01 | |
σ | Overall volatility | 0.05 | |
Ir | Information ratio | -0.81 |
Dfa Short-duration Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Dfa Short-duration for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Dfa Short Duration can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund retains about 17.84% of its assets under management (AUM) in cash |
Dfa Short-duration Fundamentals Growth
DFA Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dfa Short-duration, and Dfa Short-duration 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 | 1.9 B | ||||
About Dfa Short-duration Performance
Evaluating Dfa Short-duration's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dfa Short-duration 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 Short-duration 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 pursues its investment objective by investing in a combination of debt securities, including inflation-protected securities, and derivative instruments. It will maintain an average portfolio duration of three years or less. It is authorized to invest more than 25 percent of its total assets in U.S. Treasury bonds, bills and notes, and obligations of federal agencies and instrumentalities.Things to note about Dfa Short Duration performance evaluation
Checking the ongoing alerts about Dfa Short-duration for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dfa Short Duration 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 17.84% of its assets under management (AUM) in cash |
- Analyzing Dfa Short-duration'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 Short-duration's stock is overvalued or undervalued compared to its peers.
- Examining Dfa Short-duration'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 Short-duration's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dfa Short-duration's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dfa Short-duration's mutual fund. These opinions can provide insight into Dfa Short-duration's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in DFA Mutual Fund
Dfa Short-duration 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 Short-duration security.
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