Dimensional Small Cap Etf Performance
| DFAS Etf | USD 71.15 1.16 1.66% |
The etf shows a Beta (market volatility) of 1.47, which means a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Dimensional Small will likely underperform.
Risk-Adjusted Performance
11 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in Dimensional Small Cap are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively uncertain basic indicators, Dimensional Small may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
1 | Dimensional U.S. Small Cap ETF declares quarterly distribution of 0.1624 | 09/23/2024 |
2 | Investment Advisory Group LLC Increases Holdings in Dimensional U.S. Small Cap ETF | 10/16/2024 |
3 | Sax Wealth Advisors LLC Has 34.68 Million Position in Dimensional U.S. Small Cap ETF | 10/18/2024 |
4 | Williams Financial LLC Has 12.27 Million Stock Position in Dimensional U.S. Small Cap ETF | 10/24/2024 |
5 | Objective longshort Report - Stock Traders Daily | 10/31/2024 |
6 | Bridgewater Advisors Inc. Lowers Position in Dimensional U.S. Small Cap ETF | 11/07/2024 |
| In Threey Sharp Ratio | 0.10 |
Dimensional |
Dimensional Small Relative Risk vs. Return Landscape
If you would invest 6,350 in Dimensional Small Cap on August 28, 2024 and sell it today you would earn a total of 765.00 from holding Dimensional Small Cap or generate 12.05% return on investment over 90 days. Dimensional Small Cap is currently generating 0.1883% in daily expected returns and assumes 1.2485% risk (volatility on return distribution) over the 90 days horizon. In different words, 11% of etfs are less volatile than Dimensional, and 97% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Dimensional Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dimensional Small's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Dimensional Small Cap, and traders can use it to determine the average amount a Dimensional Small'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 = 0.1508
| Best Portfolio | Best Equity | |||
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| Small Returns | DFAS | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.25 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.19 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Dimensional Small is performing at about 11% 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 Small by adding it to a well-diversified portfolio.
Dimensional Small Fundamentals Growth
Dimensional Etf prices reflect investors' perceptions of the future prospects and financial health of Dimensional Small, and Dimensional Small 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 Etf performance.
| Total Asset | 4.05 B | |||
About Dimensional Small Performance
Assessing Dimensional Small's fundamental ratios provides investors with valuable insights into Dimensional Small's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Dimensional Small is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
The fund, using a market capitalization weighted approach, is designed to generally purchase a broad and diverse group of securities of U.S. small cap companies. Dimensional is traded on NYSEARCA Exchange in the United States.| Latest headline from thelincolnianonline.com: Bridgewater Advisors Inc. Lowers Position in Dimensional U.S. Small Cap ETF | |
| The fund retains 99.97% of its assets under management (AUM) in equities |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Dimensional Small Cap. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.
The market value of Dimensional Small Cap is measured differently than its book value, which is the value of Dimensional that is recorded on the company's balance sheet. Investors also form their own opinion of Dimensional Small's value that differs from its market value or its book value, called intrinsic value, which is Dimensional Small's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Dimensional Small's market value can be influenced by many factors that don't directly affect Dimensional Small's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Dimensional Small's value and its price as these two are different measures arrived at by different means. Investors typically determine if Dimensional Small is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Dimensional Small's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.