DISVX Mutual Fund Manager Performance Evaluation

DISVX
 Fund
  

USD 15.92  0.36  2.21%   

The fund shows a Beta (market volatility) of 0.9127, which means possible diversification benefits within a given portfolio. Let's try to break down what DISVX's beta means in this case. Dfa International returns are very sensitive to returns on the market. As the market goes up or down, Dfa International is expected to follow. Even though it is essential to pay attention to Dfa International Small historical returns, it is always good to be careful when utilizing equity current trending patterns. Our philosophy in predicting any fund's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Dfa International Small exposes twenty-one different technical indicators, which can help you to evaluate its performance.
  
DISVX Performance
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Over the last 90 days Dfa International Small has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Dfa International is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors.
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DISVX Price Channel

Fifty Two Week Low15.87
Fifty Two Week High22.47
Annual Report Expense Ratio0.49%

Dfa International Relative Risk vs. Return Landscape

If you would invest  1,718  in Dfa International Small on July 6, 2022 and sell it today you would lose (90.00)  from holding Dfa International Small or give up 5.24% of portfolio value over 90 days. Dfa International Small is currently producing negative expected returns and takes up 1.3844% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than DISVX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon Dfa International is expected to under-perform the market. In addition to that, the company is 1.15 times more volatile than its market benchmark. It trades about -0.05 of its total potential returns per unit of risk. The DOW is currently generating roughly -0.06 per unit of volatility.

Dfa International Current Valuation

Fairly Valued
Today 15.92
Please note that Dfa International's price fluctuation is very steady at this time.
Dfa International Small shows a prevailing Real Value of $16.58 per share. The current price of the fund is $15.92. At this time, the entity appears to be fairly valued. We determine the value of Dfa International Small 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 Small is useful when determining the fair value of the DISVX 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 DISVX 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.
16.58
Real Value
17.92
Upside
Estimating the potential upside or downside of Dfa International Small helps investors to forecast how DISVX 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:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
15.7717.3718.97
Details
Hype
Prediction
LowEstimated ValueHigh
14.9416.2817.62
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
0.660.700.74
Details

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 Small, 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 = -0.0548

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Negative ReturnsDISVX
Estimated Market Risk
 1.38
  actual daily
 
 11 %
of total potential
 
1111
Expected Return
 -0.08
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 -0.05
  actual daily
 
 0 %
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00
Based on monthly moving average Dfa International is performing at about 0% 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.

About Dfa International Performance

To evaluate Dfa International Small 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 DISVX 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 Small market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents DISVX'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 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.

Things to note about Dfa International Small

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 Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Dfa International Alerts

Equity Alerts and Improvement Suggestions

Dfa International generated a negative expected return over the last 90 days
Dfa International has high likelihood to experience some financial distress in the next 2 years
Dfa International Small generated five year return of -2.0%
This fund retains 98.86% of its assets under management (AUM) in equities
Continue to Investing Opportunities. You can also try Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .

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When running Dfa International Small 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 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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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.