Dfa Short Financial Statements From 2010 to 2025
| DFAIX Fund | USD 10.95 0.01 0.09% |
Check Dfa Short financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Dfa Short's main balance sheet or income statement drivers, such as , as well as many indicators such as . Dfa financial statements analysis is a perfect complement when working with Dfa Short Valuation or Volatility modules.
Dfa |
Dfa Short Duration Real Mutual Fund Three Year Return Analysis
Dfa Short's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Dfa Short Three Year Return | 4.80 % |
Most of Dfa Short's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Dfa Short Duration Real is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Dfa Short Duration Real has a Three Year Return of 4.7952%. This is much higher than that of the Dimensional Fund Advisors family and significantly higher than that of the Short-Term Inflation-Protected Bond category. The three year return for all United States funds is notably lower than that of the firm.
Dfa Short Duration Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Dfa Short's current stock value. Our valuation model uses many indicators to compare Dfa Short value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dfa Short competition to find correlations between indicators driving Dfa Short's intrinsic value. More Info.Dfa Short Duration Real is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 88.93 of Year To Date Return per Annual Yield. 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 Dfa Short's earnings, one of the primary drivers of an investment's value.About Dfa Short Financial Statements
Dfa Short investors use historical fundamental indicators, such as Dfa Short's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Dfa Short. Please read more on our technical analysis and fundamental analysis pages.
The fund pursues its investment objective by investing in a combination of debt securities, including inflation-protected securities, and derivative instruments. It will maintain an average portfolio duration of three years or less. 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.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Dfa Mutual Fund
Dfa Short 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 Short security.
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