Dfa Intl Core Fund Manager Performance Evaluation
| DICAX Fund | USD 21.65 0.25 1.17% |
The fund shows a Beta (market volatility) of 0.0993, which means not very significant fluctuations relative to the market. As returns on the market increase, Dfa Intl's returns are expected to increase less than the market. However, during the bear market, the loss of holding Dfa Intl is expected to be smaller as well.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Dfa Intl Core are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Dfa Intl 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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| Expense Ratio | 0.0400 |
Dfa |
Dfa Intl Relative Risk vs. Return Landscape
If you would invest 2,129 in Dfa Intl Core on November 3, 2024 and sell it today you would earn a total of 36.00 from holding Dfa Intl Core or generate 1.69% return on investment over 90 days. Dfa Intl Core is currently producing 0.0306% returns and takes up 0.74% volatility of returns over 90 trading days. Put another way, 6% 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 Intl Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dfa Intl's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Dfa Intl Core, and traders can use it to determine the average amount a Dfa Intl'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 = 0.0414
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DICAX |
Estimated Market Risk
| 0.74 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average Dfa Intl is performing at about 3% 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 Intl by adding it to a well-diversified portfolio.
About Dfa Intl Performance
Evaluating Dfa Intl's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dfa Intl 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 Intl 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.
Dfa Intl is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Dfa Intl Core performance evaluation
Checking the ongoing alerts about Dfa Intl for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dfa Intl Core help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Dfa Intl's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Dfa Intl's mutual fund performance include:- Analyzing Dfa Intl'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 Intl's stock is overvalued or undervalued compared to its peers.
- Examining Dfa Intl'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 Intl's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dfa Intl's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dfa Intl's mutual fund. These opinions can provide insight into Dfa Intl's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Dfa Mutual Fund
Dfa Intl 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 Intl security.
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