Dfa One Year Fixed Fund Manager Performance Evaluation
| DFIHX Fund | USD 10.24 0.04 0.39% |
The fund shows a Beta (market volatility) of 0.0221, which means not very significant fluctuations relative to the market. As returns on the market increase, Dfa One-year's returns are expected to increase less than the market. However, during the bear market, the loss of holding Dfa One-year is expected to be smaller as well.
Risk-Adjusted Performance
17 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Dfa One Year Fixed are ranked lower than 17 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical indicators, Dfa One-year is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.1300 |
Dfa |
Dfa One-year Relative Risk vs. Return Landscape
If you would invest 1,011 in Dfa One Year Fixed on February 3, 2024 and sell it today you would earn a total of 13.00 from holding Dfa One Year Fixed or generate 1.29% return on investment over 90 days. Dfa One Year Fixed is currently producing 0.0206% returns and takes up 0.0905% volatility of returns over 90 trading days. Put another way, 0% 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 One-year Current Valuation
Fairly Valued
Today
Please note that Dfa One-year's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Dfa One Year shows a prevailing Real Value of $10.23 per share. The current price of the fund is $10.24. We determine the value of Dfa One Year 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.
Our valuation method for Dfa One Year Fixed is useful when determining the fair value of the Dfa mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Dfa One-year. Since Dfa One-year is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Dfa Mutual Fund. However, Dfa One-year'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 10.24 | Real 10.23 | Hype 10.24 | Naive 10.25 |
The real value of Dfa Mutual Fund, also known as its intrinsic value, is the underlying worth of Dfa One Year Mutual Fund, which is reflected in its stock price. It is based on Dfa One-year's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Dfa One-year'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 One-year'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 One Year Fixed 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 One-year more accurately as focusing exclusively on Dfa One-year's fundamentals will not take into account other important factors: Dfa One-year Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dfa One-year's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Dfa One Year Fixed, and traders can use it to determine the average amount a Dfa One-year'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 = 0.2282
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| DFIHX |
Based on monthly moving average Dfa One-year is performing at about 17% 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 One-year by adding it to a well-diversified portfolio.
Dfa One-year Fundamentals Growth
Dfa Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dfa One-year, and Dfa One-year 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 | 5.81 B | |||
About Dfa One-year Performance
To evaluate Dfa One Year Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Dfa One-year generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Dfa Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Dfa One Year market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Dfa's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund invests in a universe of high quality fixed income securities that mature in one year or less from the date of settlement. It invests in certificates of deposit, commercial paper, bankers acceptances, notes and bonds. It is authorized to invest more than 25 percent of its total assets in U.S. Treasury bonds, bills and notes, and obligations of federal agencies and instrumentalities. It may purchase or sell futures contracts and options on futures contracts, to hedge its interest rate exposure or for non-hedging purposes.Things to note about Dfa One Year performance evaluation
Checking the ongoing alerts about Dfa One-year for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dfa One Year 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 about 72.57% of its assets under management (AUM) in cash |
- Analyzing Dfa One-year'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 One-year's stock is overvalued or undervalued compared to its peers.
- Examining Dfa One-year'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 One-year's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dfa One-year's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dfa One-year's mutual fund. These opinions can provide insight into Dfa One-year's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Dfa One Year Fixed. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in rate. Note that the Dfa One Year information on this page should be used as a complementary analysis to other Dfa One-year's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the FinTech Suite module to use AI to screen and filter profitable investment opportunities.