Dfa International Real Fund Manager Performance Evaluation
| DFITX Fund | USD 3.66 0.03 0.83% |
The fund shows a Beta (market volatility) of 1.0877, which means a somewhat significant risk relative to the market. Dfa International returns are very sensitive to returns on the market. As the market goes up or down, Dfa International is expected to follow. Our main philosophy in predicting future performance of any fund is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By reviewing Dfa International Real technical indicators, you can presently evaluate if the expected return of 0.049% will be sustainable into the future.
Dfa Performance
3 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in Dfa International Real are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Dfa International is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.2700 |
Dfa |
Dfa International Relative Risk vs. Return Landscape
If you would invest 356.00 in Dfa International Real on September 7, 2023 and sell it today you would earn a total of 10.00 from holding Dfa International Real or generate 2.81% return on investment over 90 days. Dfa International Real is currently producing 0.049% returns and takes up 1.0769% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Dfa, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Dfa International Current Valuation
Fairly Valued
Today
Please note that Dfa International's price fluctuation is somewhat reliable at this time. Dfa International Real shows a prevailing Real Value of $3.58 per share. The current price of the fund is $3.66. At this time, the entity appears to be fairly valued. We determine the value of Dfa International 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.
Our valuation method for Dfa International Real is useful when determining the fair value of the Dfa mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Dfa International. Since Dfa International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Dfa Mutual Fund. However, Dfa International'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. Estimating the potential upside or downside of Dfa International 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 International more accurately as focusing exclusively on Dfa International's fundamentals will not take into account other important factors: Dfa International Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dfa International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Dfa International Real, and traders can use it to determine the average amount a Dfa International'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 = 0.0455
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DFITX |
Estimated Market Risk
| 1.08 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 3 97% of assets perform better |
Based on monthly moving average Dfa International is performing at about 3% 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 International by adding it to a well-diversified portfolio.
Dfa International Fundamentals Growth
Dfa Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dfa International, and Dfa International 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 | 16.28 X | |||
| Price To Book | 1.09 X | |||
| Price To Sales | 8.76 X | |||
| Total Asset | 6.23 B | |||
About Dfa International Performance
To evaluate Dfa International Real Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Dfa International generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Dfa Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Dfa International Real market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Dfa's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The Portfolio, using a market capitalization weighted approach, purchases a broad and diverse set of securities of non-U.S. companies principally engaged in the real estate industry, including developed and emerging markets, with a particular focus on non-U.S. real estate investment trusts and companies the Advisor considers to be REIT-like entities. As a non-fundamental policy, under normal circumstances, at least 80 percent of the Portfolios net assets will be invested in securities of companies in the real estate industry.Things to note about Dfa International Real performance evaluation
Checking the ongoing alerts about Dfa International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dfa International Real help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Dfa International is unlikely to experience financial distress in the next 2 years | |
| Dfa International Real generated five year return of -1.0% | |
| This fund retains 97.51% of its assets under management (AUM) in equities |
- Analyzing Dfa International'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 International's stock is overvalued or undervalued compared to its peers.
- Examining Dfa International'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 International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dfa International's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dfa International's mutual fund. These opinions can provide insight into Dfa International's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Dfa International Real. 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 real. You can also try the Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.
Complementary Tools for Dfa Mutual Fund analysis
When running Dfa International's price analysis, check to measure Dfa International's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Dfa International is operating at the current time. Most of Dfa International's value examination focuses on studying past and present price action to predict the probability of Dfa International's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Dfa International's price. Additionally, you may evaluate how the addition of Dfa International to your portfolios can decrease your overall portfolio volatility.
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