Dfa Large Fund Manager Performance Evaluation
| DUSLX Fund | USD 39.36 0.37 0.95% |
The fund shows a Beta (market volatility) of 0.75, which means possible diversification benefits within a given portfolio. As returns on the market increase, Dfa -'s returns are expected to increase less than the market. However, during the bear market, the loss of holding Dfa - is expected to be smaller as well.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Dfa Large are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong essential indicators, Dfa - 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 - Relative Risk vs. Return Landscape
If you would invest 3,744 in Dfa Large on August 24, 2024 and sell it today you would earn a total of 192.00 from holding Dfa Large or generate 5.13% return on investment over 90 days. Dfa Large is currently producing 0.0808% returns and takes up 0.7262% 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 - Current Valuation
Fairly Valued
Today
Please note that Dfa -'s price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Dfa Large shows a prevailing Real Value of $39.05 per share. The current price of the fund is $39.36. We determine the value of Dfa Large 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 - is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Dfa Mutual Fund. However, Dfa -'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 39.36 | Real 39.05 | Hype 39.36 | Naive 39.04 |
The intrinsic value of Dfa -'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 -'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 Large 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 - more accurately as focusing exclusively on Dfa -'s fundamentals will not take into account other important factors: Dfa - Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dfa -'s investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Dfa Large, and traders can use it to determine the average amount a Dfa -'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 = 0.1112
| Best Portfolio | Best Equity | |||
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| Cash | DUSLX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.73 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Dfa - is performing at about 8% 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 - by adding it to a well-diversified portfolio.
Dfa - Fundamentals Growth
Dfa Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dfa -, and Dfa - 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.
| Price To Earning | 18.86 X | |||
| Price To Book | 6.84 X | |||
| Price To Sales | 1.80 X | |||
| Total Asset | 2.97 B | |||
About Dfa - Performance
Evaluating Dfa -'s performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dfa - 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 - 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 purchases a broad and diverse group of readily marketable securities of large U.S. companies that the Advisor determines to have high profitability and relative prices compared to other U.S. large cap companies at the time of purchase. As a non-fundamental policy, under normal circumstances, it will invest at least 80 percent of its net assets in securities of large cap U.S. companies.Things to note about Dfa Large performance evaluation
Checking the ongoing alerts about Dfa - for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dfa Large help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 99.12% of its assets under management (AUM) in equities |
- Analyzing Dfa -'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 -'s stock is overvalued or undervalued compared to its peers.
- Examining Dfa -'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 -'s management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dfa -'s management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dfa -'s mutual fund. These opinions can provide insight into Dfa -'s potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Dfa Mutual Fund
Dfa - 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 - security.
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