Dimensional 2040 Year To Date Return vs. One Year Return
Based on the key profitability measurements obtained from Dimensional 2040's financial statements, Dimensional 2040 Target may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in December. Profitability indicators assess Dimensional 2040's ability to earn profits and add value for shareholders.
Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in rate.
Please note, there is a significant difference between Dimensional 2040's value and its price as these two are different measures arrived at by different means. Investors typically determine if Dimensional 2040 is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Dimensional 2040'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.
For Dimensional 2040 profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Dimensional 2040 to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Dimensional 2040 Target utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Dimensional 2040's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Dimensional 2040 Target over time as well as its relative position and ranking within its peers.
Dimensional |
Dimensional 2040 Target One Year Return vs. Year To Date Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Dimensional 2040's current stock value. Our valuation model uses many indicators to compare Dimensional 2040 value to that of its competitors to determine the firm's financial worth. Dimensional 2040 Target is one of the top funds in year to date return among similar funds. It also is one of the top funds in one year return among similar funds reporting about 1.58 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Dimensional 2040's earnings, one of the primary drivers of an investment's value.Dimensional One Year Return vs. Year To Date Return
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Dimensional 2040 |
| = | 11.95 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Dimensional 2040 |
| = | 18.92 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Dimensional One Year Return Comparison
Dimensional 2040 is currently under evaluation in one year return among similar funds.
Dimensional 2040 Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Dimensional 2040, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Dimensional 2040 will eventually generate negative long term returns. The profitability progress is the general direction of Dimensional 2040's change in net profit over the period of time. It can combine multiple indicators of Dimensional 2040, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
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 2040 and are planning to withdraw the value of the investment in the Portfolio over many years after the target date. Dimensional 2040 is traded on NASDAQ Exchange in the United States.
Dimensional Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Dimensional 2040. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Dimensional 2040 position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Dimensional 2040's important profitability drivers and their relationship over time.
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Our tools can tell you how much better you can do entering a position in Dimensional 2040 without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Use Investing Themes to Complement your Dimensional 2040 position
In addition to having Dimensional 2040 in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Construction theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Construction Theme or any other thematic opportunities.
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Other Information on Investing in Dimensional Mutual Fund
To fully project Dimensional 2040's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Dimensional 2040 Target at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Dimensional 2040's income statement, its balance sheet, and the statement of cash flows.
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