Dfa Target Financial Statements From 2010 to 2024
| DFTPXDelisted Fund | USD 28.03 0.00 0.00% |
Check Dfa Target financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Dfa main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Dfa financial statements analysis is a perfect complement when working with Dfa Target Valuation or Volatility modules.
Dfa |
Dfa Target Value Mutual Fund One Year Return Analysis
Dfa Target's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Dfa Target One Year Return | (15.55) % |
Most of Dfa Target's fundamental indicators, such as One 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 Target Value is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
CompetitionBased on the recorded statements, Dfa Target Value has an One Year Return of -15.55%. This is much lower than that of the Dimensional Fund Advisors family and significantly lower than that of the Small Value category. The one year return for all United States funds is notably higher than that of the company.
Dfa Target Value Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Dfa Target's current stock value. Our valuation model uses many indicators to compare Dfa Target value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dfa Target competition to find correlations between indicators driving Dfa Target's intrinsic value. More Info.Dfa Target Value is one of the top funds in price to earning among similar funds. It is one of the top funds in price to book among similar funds fabricating about 0.08 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Dfa Target Value is roughly 12.57 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Dfa Target by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Dfa Target's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Target's earnings, one of the primary drivers of an investment's value.About Dfa Target Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Dfa Target income statement, its balance sheet, and the statement of cash flows. Dfa Target investors use historical funamental indicators, such as Dfa Target's revenue or net income, to determine how well the company is positioned to perform in the future. Although Dfa Target investors may use each financial statement separately, they are all related. The changes in Dfa Target's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Dfa Target's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Dfa Target Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Dfa Target. Please read more on our technical analysis and fundamental analysis pages.
The fund purchases a broad and diverse group of the readily marketable securities of U.S. small and mid cap companies that the advisor determines to be value stocks with higher profitability. Dfa US is traded on NASDAQ Exchange in the United States.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Dfa Target in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Dfa Target's short interest history, or implied volatility extrapolated from Dfa Target options trading.
Pair Trading with Dfa Target
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Dfa Target position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Dfa Target will appreciate offsetting losses from the drop in the long position's value.Moving against Dfa Mutual Fund
| 0.44 | CGLAX | Calvert Global Equity | PairCorr |
| 0.43 | CGLIX | Calvert Global Equity | PairCorr |
The ability to find closely correlated positions to Dfa Target could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Dfa Target when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Dfa Target - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Dfa Target Value to buy it.
The correlation of Dfa Target is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Dfa Target moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Dfa Target Value moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Dfa Target can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Investing Opportunities to better understand how to build diversified portfolios. 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 american community survey. You can also try the Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.
Other Consideration for investing in Dfa Mutual Fund
If you are still planning to invest in Dfa Target Value check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Dfa Target's history and understand the potential risks before investing.
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| CEOs Directory Screen CEOs from public companies around the world | |
| Stocks Directory Find actively traded stocks across global markets | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
| Commodity Directory Find actively traded commodities issued by global exchanges |