Dimensional 2070 Target Fund Manager Performance Evaluation
| DFARX Fund | 11.24 0.17 1.54% |
The fund shows a Beta (market volatility) of 0.76, which means possible diversification benefits within a given portfolio. As returns on the market increase, Dimensional 2070's returns are expected to increase less than the market. However, during the bear market, the loss of holding Dimensional 2070 is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Dimensional 2070 Target are ranked lower than 18 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Dimensional 2070 may actually be approaching a critical reversion point that can send shares even higher in September 2025.
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Dimensional 2070 Relative Risk vs. Return Landscape
If you would invest 1,034 in Dimensional 2070 Target on May 27, 2025 and sell it today you would earn a total of 90.00 from holding Dimensional 2070 Target or generate 8.7% return on investment over 90 days. Dimensional 2070 Target is currently producing 0.1341% returns and takes up 0.5561% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Dimensional, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Dimensional 2070 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dimensional 2070's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Dimensional 2070 Target, and traders can use it to determine the average amount a Dimensional 2070'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 = 0.2411
| Best Portfolio | Best Equity | |||
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| Cash | DFARX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.56 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.24 actual daily | 18 82% of assets perform better |
Based on monthly moving average Dimensional 2070 is performing at about 18% 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 Dimensional 2070 by adding it to a well-diversified portfolio.
Things to note about Dimensional 2070 Target performance evaluation
Checking the ongoing alerts about Dimensional 2070 for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dimensional 2070 Target help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Dimensional 2070's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Dimensional 2070's mutual fund performance include:- Analyzing Dimensional 2070'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 2070's stock is overvalued or undervalued compared to its peers.
- Examining Dimensional 2070'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 2070's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dimensional 2070's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dimensional 2070's mutual fund. These opinions can provide insight into Dimensional 2070's potential for growth and whether the stock is currently undervalued or overvalued.
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