Dimensional International Value Etf Performance
| DFIV Etf | USD 36.22 0.32 0.89% |
The etf shows a Beta (market volatility) of 0.82, which means possible diversification benefits within a given portfolio. As returns on the market increase, Dimensional International's returns are expected to increase less than the market. However, during the bear market, the loss of holding Dimensional International is expected to be smaller as well.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Dimensional International Value are ranked lower than 13 (%) of all global equities and portfolios over the last 90 days. In spite of fairly unsteady forward indicators, Dimensional International may actually be approaching a critical reversion point that can send shares even higher in May 2024. ...more
1 | Claris Advisors LLC MO Purchases 2,991 Shares of Dimensional International Value ETF | 02/05/2024 |
2 | Dimensional International Value ETF Stock Holdings Lifted by Plancorp LLC | 02/06/2024 |
3 | LPL Financial LLC Buys 98057 Shares of Dimensional International Value ETF - Defense World | 02/26/2024 |
4 | EP Wealth Advisors LLC Acquires 1,370,666 Shares of Dimensional International Value ETF | 03/11/2024 |
5 | Dimensional International Value ETF declares 0.0859 dividend | 03/22/2024 |
6 | True Link Financial Advisors LLC Buys 238428 Shares of Dimensional International Value ETF - Defense World | 04/01/2024 |
7 | Private Trust Co. NA Buys 2746 Shares of Dimensional International Value ETF - Defense World | 04/09/2024 |
| In Threey Sharp Ratio | 0.41 |
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Dimensional International Relative Risk vs. Return Landscape
If you would invest 3,360 in Dimensional International Value on January 24, 2024 and sell it today you would earn a total of 230.00 from holding Dimensional International Value or generate 6.85% return on investment over 90 days. Dimensional International Value is currently generating 0.1089% in daily expected returns and assumes 0.6419% risk (volatility on return distribution) over the 90 days horizon. In different words, 5% of etfs are less volatile than Dimensional, and 98% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
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Dimensional International Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dimensional International's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Dimensional International Value, and traders can use it to determine the average amount a Dimensional 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 = 0.1696
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Estimated Market Risk
| 0.64 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Dimensional International is performing at about 13% 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 Dimensional International by adding it to a well-diversified portfolio.
Dimensional International Fundamentals Growth
Dimensional Etf prices reflect investors' perceptions of the future prospects and financial health of Dimensional International, and Dimensional 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 Dimensional Etf performance.
| Total Asset | 3.42 B | |||
About Dimensional International Performance
To evaluate Dimensional International Etf as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Dimensional 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 Dimensional Etf'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 Dimensional International market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Dimensional'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 Advisor buys and sells securities for the Portfolio with the goals of delaying and minimizing the realization of net capital gains and maximizing the extent to which any realized net capital gains are long-term in nature . Dimensional International is traded on NYSEARCA Exchange in the United States.| Latest headline from news.google.com: Private Trust Co. NA Buys 2746 Shares of Dimensional International Value ETF - Defense World | |
| The fund retains all of its assets under management (AUM) in equities |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Dimensional International Value. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Fundamental Analysis module to view fundamental data based on most recent published financial statements.
The market value of Dimensional International is measured differently than its book value, which is the value of Dimensional that is recorded on the company's balance sheet. Investors also form their own opinion of Dimensional International's value that differs from its market value or its book value, called intrinsic value, which is Dimensional International's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Dimensional International's market value can be influenced by many factors that don't directly affect Dimensional International's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Dimensional International's value and its price as these two are different measures arrived at by different means. Investors typically determine if Dimensional International is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Dimensional 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.