Dfa Short Financials
| DFAIX Fund | USD 10.85 0.01 0.09% |
Dfa |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Dfa Short Fund Summary
Dfa Short competes with Sprott Gold, Europac Gold, Invesco Gold, Goldman Sachs, and Precious Metals. The fund pursues its investment objective by investing in a combination of debt securities, including inflation-protected securities, and derivative instruments. It will maintain an average portfolio duration of three years or less. It is authorized to invest more than 25 percent of its total assets in U.S. Treasury bonds, bills and notes, and obligations of federal agencies and instrumentalities.Specialization | Short-Term Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US25239Y5767 |
| Business Address | DFA Investment Dimensions |
| Mutual Fund Family | Dimensional Fund Advisors |
| Mutual Fund Category | Short-Term Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 888 576 1167 |
| Currency | USD - US Dollar |
Dfa Short Key Financial Ratios
Dfa Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Dfa Short's current stock value. Our valuation model uses many indicators to compare Dfa Short value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dfa Short competition to find correlations between indicators driving Dfa Short's intrinsic value. More Info.Dfa Short Duration Real is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 1,622 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Dfa Short's earnings, one of the primary drivers of an investment's value.Dfa Short Duration Systematic Risk
Dfa Short's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Dfa Short volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty with a total number of output elements of thirty-one. The Beta measures systematic risk based on how returns on Dfa Short Duration correlated with the market. If Beta is less than 0 Dfa Short generally moves in the opposite direction as compared to the market. If Dfa Short Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Dfa Short Duration is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Dfa Short is generally in the same direction as the market. If Beta > 1 Dfa Short moves generally in the same direction as, but more than the movement of the benchmark.
Dfa Short July 22, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Dfa Short help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Dfa Short Duration Real. We use our internally-developed statistical techniques to arrive at the intrinsic value of Dfa Short Duration Real based on widely used predictive technical indicators. In general, we focus on analyzing Dfa Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Dfa Short's daily price indicators and compare them against related drivers.
| Information Ratio | (1.97) | |||
| Maximum Drawdown | 0.3735 | |||
| Value At Risk | (0.09) | |||
| Potential Upside | 0.0934 |
Other Information on Investing in Dfa Mutual Fund
Dfa Short 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 Short security.
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