Dimensional Retirement Income Fund Manager Performance Evaluation
| TDIFX Fund | USD 11.88 0.01 0.08% |
The fund shows a Beta (market volatility) of 0.0019, which means not very significant fluctuations relative to the market. As returns on the market increase, Dimensional Retirement's returns are expected to increase less than the market. However, during the bear market, the loss of holding Dimensional Retirement is expected to be smaller as well.
Risk-Adjusted Performance
Strong
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Dimensional Retirement Income are ranked lower than 26 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Dimensional Retirement is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.0600 |
Dimensional |
Dimensional Retirement Relative Risk vs. Return Landscape
If you would invest 1,148 in Dimensional Retirement Income on April 27, 2025 and sell it today you would earn a total of 40.00 from holding Dimensional Retirement Income or generate 3.48% return on investment over 90 days. Dimensional Retirement Income is currently producing 0.0554% returns and takes up 0.1646% volatility of returns over 90 trading days. Put another way, 1% 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 |
| Risk |
Dimensional Retirement Current Valuation
Overvalued
Today
Please note that Dimensional Retirement's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Dimensional Retirement shows a prevailing Real Value of $10.89 per share. The current price of the fund is $11.88. We determine the value of Dimensional Retirement 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.
Since Dimensional Retirement is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Dimensional Mutual Fund. However, Dimensional Retirement'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 11.88 | Real 10.89 | Hype 11.88 | Naive 11.87 |
The intrinsic value of Dimensional Retirement'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 Dimensional Retirement'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 Dimensional Retirement Income helps investors to forecast how Dimensional 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 Dimensional Retirement more accurately as focusing exclusively on Dimensional Retirement's fundamentals will not take into account other important factors: Dimensional Retirement Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dimensional Retirement's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Dimensional Retirement Income, and traders can use it to determine the average amount a Dimensional Retirement'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 = 0.3365
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Cash | TDIFX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.16 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.34 actual daily | 26 74% of assets perform better |
Based on monthly moving average Dimensional Retirement is performing at about 26% 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 Retirement by adding it to a well-diversified portfolio.
Dimensional Retirement Fundamentals Growth
Dimensional Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dimensional Retirement, and Dimensional Retirement 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 | 76.77 M | ||||
About Dimensional Retirement Performance
Evaluating Dimensional Retirement's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dimensional Retirement has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Dimensional Retirement has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
To achieve its investment objective, the Portfolios allocates its assets to other mutual funds managed by the Advisor according to an asset allocation strategy designed for investors who have retired and are planning to withdraw the value of the investment in the Portfolio over many years. The asset allocation strategy for the Portfolio reflects the need for reduced equity risk and lower volatility of the inflation-adjusted income the Portfolio may be able to support during an investors retirement.Things to note about Dimensional Retirement performance evaluation
Checking the ongoing alerts about Dimensional Retirement for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dimensional Retirement help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund yields 0.0% to date and shows negative annual yield of 0.0% | |
| Dimensional Retirement maintains about 23.84% of its assets in cash |
- Analyzing Dimensional Retirement'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 Retirement's stock is overvalued or undervalued compared to its peers.
- Examining Dimensional Retirement'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 Retirement's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dimensional Retirement's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dimensional Retirement's mutual fund. These opinions can provide insight into Dimensional Retirement's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Dimensional Mutual Fund
Dimensional Retirement financial ratios help investors to determine whether Dimensional 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 Dimensional with respect to the benefits of owning Dimensional Retirement security.
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