Dfa Investment Dimensions Fund Manager Performance Evaluation
| DGSFX Fund | USD 9.49 0.02 0.21% |
The fund shows a Beta (market volatility) of 0.0589, which means not very significant fluctuations relative to the market. As returns on the market increase, Dfa Investment's returns are expected to increase less than the market. However, during the bear market, the loss of holding Dfa Investment is expected to be smaller as well.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Dfa Investment Dimensions are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Dfa Investment is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Dfa |
Dfa Investment Relative Risk vs. Return Landscape
If you would invest 946.00 in Dfa Investment Dimensions on November 9, 2025 and sell it today you would earn a total of 3.00 from holding Dfa Investment Dimensions or generate 0.32% return on investment over 90 days. Dfa Investment Dimensions is currently producing 0.0053% returns and takes up 0.1476% volatility of returns over 90 trading days. Put another way, 1% 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 Investment Current Valuation
Fairly Valued
Today
Please note that Dfa Investment's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Dfa Investment Dimensions shows a prevailing Real Value of $9.48 per share. The current price of the fund is $9.49. We determine the value of Dfa Investment Dimensions 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 Investment is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Dfa Mutual Fund. However, Dfa Investment'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 9.49 | Real 9.48 | Hype 9.49 | Naive 9.48 |
The intrinsic value of Dfa Investment'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 Investment'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 Investment Dimensions 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 Investment more accurately as focusing exclusively on Dfa Investment's fundamentals will not take into account other important factors: Dfa Investment 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 |
| 9.49 | 90 days | 9.49 | about 5.62 |
Based on a normal probability distribution, the odds of Dfa Investment to move above the current price in 90 days from now is about 5.62 (This Dfa Investment Dimensions probability density function shows the probability of Dfa Mutual Fund to fall within a particular range of prices over 90 days) .
Dfa Investment Price Density |
| Price |
Predictive Modules for Dfa Investment
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 Investment Dimensions. 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 Investment Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Dfa Investment is not an exception. The market had few large corrections towards the Dfa Investment'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 Investment Dimensions, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Dfa Investment within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.0082 | |
β | Beta against Dow Jones | 0.06 | |
σ | Overall volatility | 0.03 | |
Ir | Information ratio | -0.57 |
Dfa Investment 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 Investment for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Dfa Investment Dimensions can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Danish Pension Fund Is Exiting Treasuriesbut Will Stick With U.S. Assets - Barrons | |
| The fund generated five year return of 0.0% | |
| Dfa Investment Dimensions retains about 33.61% of its assets under management (AUM) in cash |
Dfa Investment Fundamentals Growth
Dfa Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dfa Investment, and Dfa Investment 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 | 964.77 M | ||||
About Dfa Investment Performance
Evaluating Dfa Investment's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dfa Investment 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 Investment 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 portfolio invests in a broad portfolio of investment grade debt securities of U.S. and non-U.S. corporate and government issuers, while excluding or underweighting securities of corporate and certain non-sovereign government issuers based upon the portfolios sustainability impact considerations. Under normal circumstances, the Portfolio invests at least 30 percent of its net assets in non-U.S. issuers.Things to note about Dfa Investment Dimensions performance evaluation
Checking the ongoing alerts about Dfa Investment for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dfa Investment Dimensions help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Danish Pension Fund Is Exiting Treasuriesbut Will Stick With U.S. Assets - Barrons | |
| The fund generated five year return of 0.0% | |
| Dfa Investment Dimensions retains about 33.61% of its assets under management (AUM) in cash |
- Analyzing Dfa Investment'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 Investment's stock is overvalued or undervalued compared to its peers.
- Examining Dfa Investment'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 Investment's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dfa Investment's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dfa Investment's mutual fund. These opinions can provide insight into Dfa Investment's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Dfa Mutual Fund
Dfa Investment 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 Investment security.
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