Dimensional 2045 Target Fund Manager Performance Evaluation
The fund shows a Beta (market volatility) of 0.0, which means not very significant fluctuations relative to the market. the returns on MARKET and Dimensional 2045 are completely uncorrelated.
Risk-Adjusted Performance
Very Strong
Weak | Strong |
Over the last 90 days Dimensional 2045 Target has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Dimensional 2045 is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.2500 |
Dimensional |
Dimensional 2045 Relative Risk vs. Return Landscape
If you would invest (100.00) in Dimensional 2045 Target on April 21, 2025 and sell it today you would earn a total of 100.00 from holding Dimensional 2045 Target or generate -100.0% return on investment over 90 days. Dimensional 2045 Target is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Dimensional, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
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Dimensional 2045 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dimensional 2045's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Dimensional 2045 Target, and traders can use it to determine the average amount a Dimensional 2045'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 = 0.0
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Based on monthly moving average Dimensional 2045 is not performing at its full potential. However, 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 2045 by adding Dimensional 2045 to a well-diversified portfolio.
Dimensional 2045 Fundamentals Growth
Dimensional Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dimensional 2045, and Dimensional 2045 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 Dimensional Mutual Fund performance.
| Total Asset | 103.35 M | ||||
Things to note about Dimensional 2045 Target performance evaluation
Checking the ongoing alerts about Dimensional 2045 for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dimensional 2045 Target help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Dimensional 2045 is not yet fully synchronised with the market data | |
| Dimensional 2045 has some characteristics of a very speculative penny stock | |
| The fund yields 0.0% to date and shows negative annual yield of 0.0% | |
| Dimensional 2045 Target retains about 6.48% of its assets under management (AUM) in cash |
- Analyzing Dimensional 2045'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 2045's stock is overvalued or undervalued compared to its peers.
- Examining Dimensional 2045'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 2045's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dimensional 2045's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dimensional 2045's mutual fund. These opinions can provide insight into Dimensional 2045'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. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as various price indices. You can also try the Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.
Other Tools for Dimensional Mutual Fund
When running Dimensional 2045's price analysis, check to measure Dimensional 2045's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Dimensional 2045 is operating at the current time. Most of Dimensional 2045's value examination focuses on studying past and present price action to predict the probability of Dimensional 2045's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Dimensional 2045's price. Additionally, you may evaluate how the addition of Dimensional 2045 to your portfolios can decrease your overall portfolio volatility.
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance |