DISVX Five Year Return

DISVX Fund  USD 19.43  0.05  0.26%   
DFA INTERNATIONAL SMALL fundamentals help investors to digest information that contributes to DFA INTERNATIONAL's financial success or failures. It also enables traders to predict the movement of DISVX Mutual Fund. The fundamental analysis module provides a way to measure DFA INTERNATIONAL'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 INTERNATIONAL mutual fund.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  

DISVX Five Year Return Analysis

DFA INTERNATIONAL'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.
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Five Year Return | All Equity Analysis

Current DFA INTERNATIONAL Five Year Return

    
  (1.55) %  
Most of DFA INTERNATIONAL'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 INTERNATIONAL SMALL 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.
Competition

DFA INTERNATIONAL Five Year Return Component Assessment

According to the company disclosure, DFA INTERNATIONAL SMALL has a Five Year Return of -1.55%. This is much lower than that of the Dimensional Fund Advisors family and significantly lower than that of the Family category. The five year return for all United States funds is notably higher than that of the company.

DISVX Five Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses DFA INTERNATIONAL'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 INTERNATIONAL could also be used in its relative valuation, which is a method of valuing DFA INTERNATIONAL by comparing valuation metrics of similar companies.
DFA INTERNATIONAL is currently under evaluation in five year return among similar funds.

Fund Asset Allocation for DFA INTERNATIONAL

The fund consists of 98.86% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.
Asset allocation divides DFA INTERNATIONAL'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.

DISVX Fundamentals

About DFA INTERNATIONAL Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze DFA INTERNATIONAL SMALL's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of DFA INTERNATIONAL using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of DFA INTERNATIONAL SMALL 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.
The advisor intends to purchase securities of small value companies associated with developed market countries that the Advisor has designated as approved markets. Dfa International 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 INTERNATIONAL 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 INTERNATIONAL's short interest history, or implied volatility extrapolated from DFA INTERNATIONAL options trading.

Pair Trading with DFA INTERNATIONAL

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 INTERNATIONAL 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 INTERNATIONAL will appreciate offsetting losses from the drop in the long position's value.

Moving together with DFA INTERNATIONAL

+0.95DFVQXDFA International VectorPairCorr
+0.99FMNEXFREE MARKET INTERNATIONALPairCorr
+0.75KGGIXKOPERNIK GLOBAL ALL-CAPPairCorr
+0.69KGGAXKOPERNIK GLOBAL ALL-CAPPairCorr
+0.91OAYEXOAKMARK INTERNATIONALPairCorr
+0.91OAKEXOAKMARK INTERNATIONALPairCorr
+0.91OAZEXOakmark InternationalPairCorr
+0.93TTISXTIAA-CREF Intl Small-CapPairCorr
+0.86WHIYXIVY HIGH INCOMEPairCorr
+0.86WHIAXIVY HIGH INCOMEPairCorr
+0.86IVHIXIVY HIGH INCOMEPairCorr
+0.85WRHIXIVY HIGH INCOMEPairCorr
+0.86IHIFXIVY HIGH INCOMEPairCorr
+0.76CSJZXCohen Steers RealtyPairCorr
+0.76CSRSXCOHEN STEERS REALTYPairCorr
+0.76CSJIXCohen Steers RealtyPairCorr
The ability to find closely correlated positions to DFA INTERNATIONAL 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 INTERNATIONAL 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 INTERNATIONAL - 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 INTERNATIONAL SMALL to buy it.
The correlation of DFA INTERNATIONAL is a statistical measure of how it moves in relation to other equities. 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 INTERNATIONAL moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if DFA INTERNATIONAL SMALL 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 INTERNATIONAL 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.
Pair CorrelationCorrelation Matching
Check out DFA INTERNATIONAL Piotroski F Score and DFA INTERNATIONAL Altman Z Score analysis. You can also try Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.

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Please note, there is a significant difference between DFA INTERNATIONAL's value and its price as these two are different measures arrived at by different means. Investors typically determine DFA INTERNATIONAL value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, DFA INTERNATIONAL's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.