Dfa Short Term Extended Fund Manager Performance Evaluation
| DFEQX Fund | USD 10.43 0.01 0.1% |
The fund shows a Beta (market volatility) of 0.0011, which means not very significant fluctuations relative to the market. As returns on the market increase, Dfa Short-term's returns are expected to increase less than the market. However, during the bear market, the loss of holding Dfa Short-term is expected to be smaller as well.
Risk-Adjusted Performance
39 of 100
Weak | Strong |
Very Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Dfa Short Term Extended are ranked lower than 39 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Dfa Short-term is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.1800 |
Dfa |
Dfa Short-term Relative Risk vs. Return Landscape
If you would invest 1,030 in Dfa Short Term Extended on August 27, 2024 and sell it today you would earn a total of 13.00 from holding Dfa Short Term Extended or generate 1.26% return on investment over 90 days. Dfa Short Term Extended is currently producing 0.0196% returns and takes up 0.0391% 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-term Current Valuation
Undervalued
Today
Please note that Dfa Short-term's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Dfa Short Term shows a prevailing Real Value of $11.35 per share. The current price of the fund is $10.43. We determine the value of Dfa Short Term 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-term is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Dfa Mutual Fund. However, Dfa Short-term'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 10.43 | Real 11.35 | Hype 10.43 | Naive 10.44 |
The intrinsic value of Dfa Short-term'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-term'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 Term Extended 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-term more accurately as focusing exclusively on Dfa Short-term's fundamentals will not take into account other important factors: Dfa Short-term Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dfa Short-term's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Dfa Short Term Extended, and traders can use it to determine the average amount a Dfa Short-term'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 = 0.5009
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| DFEQX |
Based on monthly moving average Dfa Short-term is performing at about 39% 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 Short-term by adding it to a well-diversified portfolio.
Dfa Short-term Fundamentals Growth
Dfa Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dfa Short-term, and Dfa Short-term 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 | 6.87 B | ||||
About Dfa Short-term Performance
Evaluating Dfa Short-term's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dfa Short-term 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-term 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 non-fundamental policy, under normal circumstances, the Portfolio will invest at least 80 percent of its net assets in fixed income securities considered to be investment grade quality. In addition, the Portfolio 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 Term performance evaluation
Checking the ongoing alerts about Dfa Short-term for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dfa Short Term help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Dfa is showing solid risk-adjusted performance over 90 days | |
| The fund retains about 34.23% of its assets under management (AUM) in cash |
- Analyzing Dfa Short-term'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-term's stock is overvalued or undervalued compared to its peers.
- Examining Dfa Short-term'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-term's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dfa Short-term's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dfa Short-term's mutual fund. These opinions can provide insight into Dfa Short-term's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Dfa Mutual Fund
Dfa Short-term 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-term security.
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