Dfa Calfrna Shrt Fund Manager Performance Evaluation
| DFCMX Fund | USD 10.23 0.03 0.29% |
The fund shows a Beta (market volatility) of 0.0064, which means not very significant fluctuations relative to the market. As returns on the market increase, Dfa Calfrna's returns are expected to increase less than the market. However, during the bear market, the loss of holding Dfa Calfrna is expected to be smaller as well.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Dfa Calfrna Shrt are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong primary indicators, Dfa Calfrna is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.1900 |
Dfa |
Dfa Calfrna Relative Risk vs. Return Landscape
If you would invest 1,019 in Dfa Calfrna Shrt on September 12, 2024 and sell it today you would earn a total of 4.00 from holding Dfa Calfrna Shrt or generate 0.39% return on investment over 90 days. Dfa Calfrna Shrt is currently producing 0.0061% returns and takes up 0.0695% 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 Calfrna Current Valuation
Fairly Valued
Today
Please note that Dfa Calfrna's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Dfa Calfrna Shrt shows a prevailing Real Value of $10.17 per share. The current price of the fund is $10.23. We determine the value of Dfa Calfrna Shrt 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 Calfrna is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Dfa Mutual Fund. However, Dfa Calfrna'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 10.23 | Real 10.17 | Hype 10.23 | Naive 10.21 |
The intrinsic value of Dfa Calfrna'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 Calfrna'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 Calfrna Shrt 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 Calfrna more accurately as focusing exclusively on Dfa Calfrna's fundamentals will not take into account other important factors: Dfa Calfrna Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dfa Calfrna's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Dfa Calfrna Shrt, and traders can use it to determine the average amount a Dfa Calfrna'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 = 0.0884
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| DFCMX |
Based on monthly moving average Dfa Calfrna is performing at about 6% 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 Dfa Calfrna by adding it to a well-diversified portfolio.
Dfa Calfrna Fundamentals Growth
Dfa Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dfa Calfrna, and Dfa Calfrna 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 | 859.54 M | |||
About Dfa Calfrna Performance
Evaluating Dfa Calfrna's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dfa Calfrna 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 Calfrna 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.
As a fundamental investment policy, under normal market conditions, the Portfolio will invest at least 80 percent of its net assets in municipal securities that pay interest exempt from federal personal income tax and the California state personal income taxes. The advisor does not currently intend to invest its assets in municipal securities whose interest is subject to the federal alternative minimum tax.Things to note about Dfa Calfrna Shrt performance evaluation
Checking the ongoing alerts about Dfa Calfrna for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dfa Calfrna Shrt 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 38.59% of its assets under management (AUM) in cash |
- Analyzing Dfa Calfrna'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 Calfrna's stock is overvalued or undervalued compared to its peers.
- Examining Dfa Calfrna'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 Calfrna's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dfa Calfrna's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dfa Calfrna's mutual fund. These opinions can provide insight into Dfa Calfrna's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Dfa Mutual Fund
Dfa Calfrna 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 Calfrna security.
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