Dfa Global Eq Fund Ten Year Return
| DGERXDelisted Fund | USD 28.74 0.00 0.00% |
Dfa Global Eq fundamentals help investors to digest information that contributes to Dfa Global's financial success or failures. It also enables traders to predict the movement of Dfa Mutual Fund. The fundamental analysis module provides a way to measure Dfa Global'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 Global mutual fund.
Dfa |
Dfa Global Eq Mutual Fund Ten Year Return Analysis
Dfa Global's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Dfa Global Ten Year Return | 8.70 % |
Most of Dfa Global's fundamental indicators, such as Ten 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 Global Eq is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
CompetitionBased on the latest financial disclosure, Dfa Global Eq has a Ten Year Return of 8.7%. This is much higher than that of the Dimensional Fund Advisors family and significantly higher than that of the World Large-Stock Blend category. The ten year return for all United States funds is notably lower than that of the firm.
Dfa Ten Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Dfa Global's direct or indirect competition against its Ten 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 Global could also be used in its relative valuation, which is a method of valuing Dfa Global by comparing valuation metrics of similar companies.Dfa Global is currently under evaluation in ten year return among similar funds.
Fund Asset Allocation for Dfa Global
The fund consists of 98.79% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Dfa Global'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.
Dfa Fundamentals
| Price To Earning | 16.71 X | |||
| Price To Book | 1.81 X | |||
| Price To Sales | 1.06 X | |||
| Total Asset | 8.19 B | |||
| One Year Return | 1.91 % | |||
| Three Year Return | 3.34 % | |||
| Five Year Return | 4.34 % | |||
| Ten Year Return | 8.70 % | |||
| Net Asset | 8.19 B | |||
| Last Dividend Paid | 0.12 | |||
| Holdings Turnover | 4.00 % | |||
| Cash Position Weight | 1.18 % | |||
| Equity Positions Weight | 98.79 % |
About Dfa Global Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Dfa Global Eq's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Dfa Global using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Dfa Global Eq 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.
Pair Trading with Dfa Global
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 Global 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 Global will appreciate offsetting losses from the drop in the long position's value.The ability to find closely correlated positions to Dfa Global 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 Global 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 Global - 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 Global Eq to buy it.
The correlation of Dfa Global is a statistical measure of how it moves in relation to other instruments. 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 Global moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Dfa Global Eq 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 Global 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.Check out Investing Opportunities to better understand how to build diversified portfolios. 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 metropolitan statistical area. You can also try the Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.
Other Consideration for investing in Dfa Mutual Fund
If you are still planning to invest in Dfa Global Eq check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Dfa Global's history and understand the potential risks before investing.
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| Commodity Directory Find actively traded commodities issued by global exchanges | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity |