Dimensional Etf Trust Etf Performance
| DFIP Etf | USD 40.91 0.09 0.22% |
The etf shows a Beta (market volatility) of 0.0272, which means not very significant fluctuations relative to the market. As returns on the market increase, Dimensional ETF's returns are expected to increase less than the market. However, during the bear market, the loss of holding Dimensional ETF is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Dimensional ETF Trust has generated negative risk-adjusted returns adding no value to investors with long positions. Even with relatively invariable forward indicators, Dimensional ETF is not utilizing all of its potentials. The latest stock price agitation, may contribute to short-term losses for the retail investors. ...more
1 | Yardley Wealth Management LLC Makes New Investment in Dimensional Inflation-Protected Securities ETF | 11/19/2024 |
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Dimensional ETF Relative Risk vs. Return Landscape
If you would invest 4,167 in Dimensional ETF Trust on August 24, 2024 and sell it today you would lose (76.00) from holding Dimensional ETF Trust or give up 1.82% of portfolio value over 90 days. Dimensional ETF Trust is currently does not generate positive expected returns and assumes 0.2653% risk (volatility on return distribution) over the 90 days horizon. In different words, 2% of etfs are less volatile than Dimensional, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
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Dimensional ETF Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dimensional ETF's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Dimensional ETF Trust, and traders can use it to determine the average amount a Dimensional ETF'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 = -0.1088
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| Negative Returns | DFIP |
Estimated Market Risk
| 0.27 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Dimensional ETF 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 Dimensional ETF by adding Dimensional ETF to a well-diversified portfolio.
Dimensional ETF Fundamentals Growth
Dimensional Etf prices reflect investors' perceptions of the future prospects and financial health of Dimensional ETF, and Dimensional ETF 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 | 238.81 M | |||
About Dimensional ETF Performance
Assessing Dimensional ETF's fundamental ratios provides investors with valuable insights into Dimensional ETF's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Dimensional ETF 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.
Under normal circumstances, at least 80 percent of the Portfolios net assets will be invested in inflation-protected securities. Dimensional Inflation-Protec is traded on NYSEARCA Exchange in the United States.| Dimensional ETF generated a negative expected return over the last 90 days | |
| Latest headline from thelincolnianonline.com: Yardley Wealth Management LLC Makes New Investment in Dimensional Inflation-Protected Securities ETF | |
| The fund created three year return of -2.0% | |
| Dimensional ETF Trust retains all of the assets under management (AUM) in different types of exotic instruments |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Dimensional ETF Trust. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.
The market value of Dimensional ETF Trust 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 ETF's value that differs from its market value or its book value, called intrinsic value, which is Dimensional ETF'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 ETF's market value can be influenced by many factors that don't directly affect Dimensional ETF'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 ETF's value and its price as these two are different measures arrived at by different means. Investors typically determine if Dimensional ETF is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Dimensional ETF'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.