Dimensional 2055 Target Fund Manager Performance Evaluation

The fund shows a Beta (market volatility) of 0.6, which means possible diversification benefits within a given portfolio. As returns on the market increase, Dimensional 2055's returns are expected to increase less than the market. However, during the bear market, the loss of holding Dimensional 2055 is expected to be smaller as well.

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Dimensional 2055 Target are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward-looking signals, Dimensional 2055 is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more
  

Dimensional 2055 Relative Risk vs. Return Landscape

If you would invest  2,262  in Dimensional 2055 Target on November 8, 2025 and sell it today you would earn a total of  124.00  from holding Dimensional 2055 Target or generate 5.48% return on investment over 90 days. Dimensional 2055 Target is currently producing 0.0897% returns and takes up 0.6614% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Dimensional, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Dimensional 2055 is expected to generate 1.07 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.24 times less risky than the market. It trades about 0.14 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.12 of returns per unit of risk over similar time horizon.

Dimensional 2055 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 Dimensional 2055 for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Dimensional 2055 Target can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
Dimensional 2055 is not yet fully synchronised with the market data
Dimensional 2055 has some characteristics of a very speculative penny stock
The fund yields 0.0% to date and shows negative annual yield of 0.0%
Dimensional 2055 Target retains 92.45% of its assets under management (AUM) in equities

Dimensional 2055 Fundamentals Growth

Dimensional Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dimensional 2055, and Dimensional 2055 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 Mutual Fund performance.

About Dimensional 2055 Performance

Evaluating Dimensional 2055's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dimensional 2055 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 Dimensional 2055 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.
To achieve its investment objective, the Portfolio allocates its assets to other mutual funds managed by the Advisor according to an asset allocation strategy designed for investors planning to retire in or within a few years of 2055 and are planning to withdraw the value of the investment in the Portfolio over many years after the target date. Dimensional 2055 is traded on NASDAQ Exchange in the United States.

Things to note about Dimensional 2055 Target performance evaluation

Checking the ongoing alerts about Dimensional 2055 for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dimensional 2055 Target help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Dimensional 2055 is not yet fully synchronised with the market data
The fund yields 0.0% to date and shows negative annual yield of 0.0%
Dimensional 2055 Target retains 92.45% of its assets under management (AUM) in equities
Evaluating Dimensional 2055's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Dimensional 2055's mutual fund performance include:
  • Analyzing Dimensional 2055'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 Dimensional 2055's stock is overvalued or undervalued compared to its peers.
  • Examining Dimensional 2055'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 Dimensional 2055's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dimensional 2055's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Dimensional 2055's mutual fund. These opinions can provide insight into Dimensional 2055's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Dimensional 2055's mutual fund performance is not an exact science, and many factors can impact Dimensional 2055's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Dimensional Mutual Fund

Dimensional 2055 financial ratios help investors to determine whether Dimensional 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 Dimensional with respect to the benefits of owning Dimensional 2055 security.
Aroon Oscillator
Analyze current equity momentum using Aroon Oscillator and other momentum ratios
Analyst Advice
Analyst recommendations and target price estimates broken down by several categories