Dfa Global Real Fund Manager Performance Evaluation
| DFGEX Fund | USD 11.13 0.09 0.80% |
The fund shows a Beta (market volatility) of -0.0761, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Dfa Global are expected to decrease at a much lower rate. During the bear market, Dfa Global is likely to outperform the market.
Risk-Adjusted Performance
18 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Dfa Global Real are ranked lower than 18 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Dfa Global may actually be approaching a critical reversion point that can send shares even higher in October 2024.
...more| Expense Ratio | 0.2200 |
Dfa |
Dfa Global Relative Risk vs. Return Landscape
If you would invest 988.00 in Dfa Global Real on June 2, 2024 and sell it today you would earn a total of 125.00 from holding Dfa Global Real or generate 12.65% return on investment over 90 days. Dfa Global Real is currently producing 0.1925% returns and takes up 0.804% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Dfa, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Dfa Global Current Valuation
Overvalued
Today
Please note that Dfa Global's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Dfa Global Real shows a prevailing Real Value of $10.6 per share. The current price of the fund is $11.13. We determine the value of Dfa Global Real 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 Dfa Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Dfa Mutual Fund. However, Dfa Global'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 11.13 | Real 10.6 | Hype 11.13 | Naive 11.35 |
The intrinsic value of Dfa Global'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 Dfa Global'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 Dfa Global Real helps investors to forecast how Dfa 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 Dfa Global more accurately as focusing exclusively on Dfa Global's fundamentals will not take into account other important factors: Dfa Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dfa Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Dfa Global Real, and traders can use it to determine the average amount a Dfa Global'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 = 0.2394
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | DFGEX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.8 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.19 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.24 actual daily | 18 82% of assets perform better |
Based on monthly moving average Dfa Global is performing at about 18% 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 Dfa Global by adding it to a well-diversified portfolio.
Dfa Global Fundamentals Growth
Dfa Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dfa Global, and Dfa Global 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 Dfa Mutual Fund performance.
| Price To Earning | 21.94 X | ||||
| Price To Book | 1.68 X | ||||
| Price To Sales | 7.14 X | ||||
| Total Asset | 11.01 B | ||||
About Dfa Global Performance
Evaluating Dfa Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dfa Global 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 Dfa Global 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.
The Portfolio seeks to achieve exposure to a broad portfolio of securities of U.S. and non-U.S. companies in the real estate industry, with a focus on real estate investment trusts or companies that the Advisor considers to be REIT-like entities. It may pursue its investment objective by investing its assets in the DFA Real Estate Securities Portfolio, DFA International Real Estate Securities Portfolio , andor directly in securities of companies in the real estate industry.Things to note about Dfa Global Real performance evaluation
Checking the ongoing alerts about Dfa Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dfa Global Real help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -1.0% | |
| Dfa Global Real retains 98.9% of its assets under management (AUM) in equities |
- Analyzing Dfa Global'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 Dfa Global's stock is overvalued or undervalued compared to its peers.
- Examining Dfa Global'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 Dfa Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dfa Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dfa Global's mutual fund. These opinions can provide insight into Dfa Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Dfa Mutual Fund
Dfa Global financial ratios help investors to determine whether Dfa 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 Dfa with respect to the benefits of owning Dfa Global security.
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