Dimensional 2030 Financials
| DRIWX Fund | USD 11.71 0.01 0.09% |
Dimensional |
Please note that past performance is not an indicator of the future performance of Dimensional 2030, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Dimensional 2030 Fund Summary
Dimensional 2030 competes with T Rowe, T Rowe, T Rowe, and T Rowe. To achieve its investment objective, the Portfolio allocates its assets to other mutual funds managed by the Advisor according to an asset allocation strategy designed for investors planning to retire in or within a few years of 2030 and are planning to withdraw the value of the investment in the Portfolio over many years after the target date. Over time, the Portfolios allocation to the underlying funds is expected to change based on an asset allocation strategy that generally becomes more conservative until reaching the landing point.Specialization | Target-Date 2030, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | DFA Investment Dimensions |
| Mutual Fund Family | Dimensional Fund Advisors |
| Mutual Fund Category | Target-Date 2030 |
| Benchmark | NYSE Composite |
| Phone | 888 576 1167 |
| Currency | USD - US Dollar |
You should never invest in Dimensional 2030 Target without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Dimensional Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Dimensional 2030's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Dimensional 2030 Key Financial Ratios
Generally speaking, Dimensional 2030's financial ratios allow both analysts and investors to convert raw data from Dimensional 2030's financial statements into concise, actionable information that can be used to evaluate the performance of Dimensional 2030 over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Dimensional 2030 Target reports annually and quarterly.Dimensional Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Dimensional 2030's current stock value. Our valuation model uses many indicators to compare Dimensional 2030 value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dimensional 2030 competition to find correlations between indicators driving Dimensional 2030's intrinsic value. More Info.Dimensional 2030 Target is one of the top funds in annual yield among similar funds. It is one of the top funds in year to date return among similar funds . Comparative valuation analysis is a catch-all model that can be used if you cannot value Dimensional 2030 by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Dimensional 2030'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 Dimensional 2030's earnings, one of the primary drivers of an investment's value.Dimensional 2030 Target Systematic Risk
Dimensional 2030's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Dimensional 2030 volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Dimensional 2030 Target correlated with the market. If Beta is less than 0 Dimensional 2030 generally moves in the opposite direction as compared to the market. If Dimensional 2030 Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Dimensional 2030 Target is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Dimensional 2030 is generally in the same direction as the market. If Beta > 1 Dimensional 2030 moves generally in the same direction as, but more than the movement of the benchmark.
Dimensional 2030 May 2, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Dimensional 2030 help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Dimensional 2030 Target. We use our internally-developed statistical techniques to arrive at the intrinsic value of Dimensional 2030 Target based on widely used predictive technical indicators. In general, we focus on analyzing Dimensional Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Dimensional 2030's daily price indicators and compare them against related drivers.
| Information Ratio | (0.12) | |||
| Maximum Drawdown | 2.34 | |||
| Value At Risk | (1.01) | |||
| Potential Upside | 0.7719 |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Dimensional 2030 Target. 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 housing. You can also try the Volatility Analysis module to get historical volatility and risk analysis based on latest market data.