Dfa Target Value Fund Five Year Return
| DFTPXDelisted Fund | USD 28.03 0.00 0.00% |
Dfa Target Value fundamentals help investors to digest information that contributes to Dfa Target's financial success or failures. It also enables traders to predict the movement of Dfa Mutual Fund. The fundamental analysis module provides a way to measure Dfa Target's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Dfa Target mutual fund.
Dfa |
Dfa Target Value Mutual Fund Five Year Return Analysis
Dfa Target's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Dfa Target Five Year Return | (1.50) % |
Most of Dfa Target's fundamental indicators, such as Five 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 Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
CompetitionAccording to the company disclosure, Dfa Target Value has a Five Year Return of -1.5%. This is much lower than that of the Dimensional Fund Advisors family and significantly lower than that of the Small Value category. The five year return for all United States funds is notably higher than that of the company.
Dfa Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Dfa Target's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Dfa Target could also be used in its relative valuation, which is a method of valuing Dfa Target by comparing valuation metrics of similar companies.Dfa Target is currently under evaluation in five year return among similar funds.
Fund Asset Allocation for Dfa Target
The fund consists of 98.8% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Dfa Target's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Dfa Fundamentals
| Price To Earning | 17.98 X | |||
| Price To Book | 1.43 X | |||
| Price To Sales | 0.78 X | |||
| Total Asset | 12.87 B | |||
| One Year Return | (15.55) % | |||
| Three Year Return | (5.52) % | |||
| Five Year Return | (1.50) % | |||
| Ten Year Return | 6.40 % | |||
| Net Asset | 12.87 B | |||
| Last Dividend Paid | 0.07 | |||
| Cash Position Weight | 1.14 % | |||
| Equity Positions Weight | 98.80 % |
About Dfa Target Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Dfa Target Value's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Dfa Target using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Dfa Target Value based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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
| 0.68 | XWMFX | Western Asset Middle | 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 Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .
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.
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