Dfa Emerging Markets Fund Manager Performance Evaluation

DFESX Fund  USD 19.51  0.39  2.04%   
The fund maintains a market beta of 0.7, which implies possible diversification benefits within a given portfolio. Returns on DFA Emerging tend to trail the broader market in strong rallies but hold up better when sentiment turns negative.
Risk-Adjusted Performance
Balanced
 
Weak
 
Strong
On a recent 90-day basis, Dfa Emerging Markets sits below 11% of comparable funds and fund portfolios in risk-adjusted performance. Used properly, the ranking helps separate absolute gains from efficient gains. Despite somewhat weak basic indicators, DFA Emerging may actually be approaching a critical reversion point that can send shares even higher in April 2026. Learn More
  

Relative Risk vs. Return Landscape

If you had invested $ 1,772 in Dfa Emerging Markets on December 17, 2025 and sold it today you would have earned a total of $ 179.00 from holding Dfa Emerging Markets or generated 10.1% return on investment over 90 days. Dfa Emerging Markets is currently producing a 0.1667% return and carries 1.118% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than DFA, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
This market-relative note looks at return potential and the amount of risk required to get it. It highlights whether the current reward profile compensates for the level of uncertainty assumed. Assuming a 90-day horizon DFA Emerging is expected to generate 1.4 times more return on investment than the market. However, the fund is 1.4 times more volatile than its market benchmark. It trades about 0.15 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.04 per unit of risk.

Historical Prices of Dfa Emerging Markets

Below is the normalized historical share price chart for Dfa Emerging Markets extending back to October 05, 2006. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of DFA Emerging stands at 19.51, as last reported on the 17th of March 2026, with the highest price reaching 19.51 and the lowest price hitting 19.51 during the day.
Macro event markers
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

Target Price Odds to finish over Current Price

For DFA Mutual Fund, the observed tendency of price to return to a central value is a key input to forecasting models. This mean reversion pattern, however, does not apply uniformly - some funds remain mispriced for extended periods, suggesting that embedded risk premiums affect the speed of correction.
Current PriceHorizonTarget PriceOdds moving above the current price in 90 days
19.51 90 days 19.51
about 44.87
According to a normal distribution model, the odds of DFA Emerging moving above the current price in 90 days from now are about 44.87 (The density curve for Dfa Emerging Markets shows where DFA Mutual Fund price is most likely to settle within 90 days).
Assuming a 90-day horizon DFA Emerging has a beta of 0.7 suggesting as returns on the market go up, DFA Emerging's average returns are expected to increase less than the benchmark. However, during a bear market, the loss from holding Dfa Emerging Markets is expected to be smaller as well. Additionally, Dfa Emerging Markets has an alpha of 0.1333, implying that it can generate a 0.1333 percent excess return over Dow Jones Industrial after adjusting for the inherent market risk (beta).
   DFA Emerging Price Density   
       Price  

Predictive Modules for DFA Emerging

A wide range of forecasting techniques can be applied to Dfa Emerging Markets and the broader fund market. While market prediction remains inherently uncertain, combining multiple approaches and evaluating their results is one of the most effective ways to improve the quality of investment decisions.
Mean reversion in DFA Emerging is more reliable over longer time horizons. Short-term deviations can persist and even widen before correcting, making position sizing and risk management critical.
Hype
Prediction
LowEstimatedHigh
18.3919.5120.63
Details
Intrinsic
Valuation
LowRealHigh
17.5621.2422.36
Details
Naive
Forecast
LowNextHigh
17.9219.0420.15
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
19.0020.0921.18
Details
Effective investment decisions about DFA Emerging require competitive context. Benchmarking DFA Emerging's against peers on earnings quality, growth consistency, and balance sheet strength can materially change the investment conclusion.

Primary Risk Indicators

The mutual fund market's recent history has been defined by volatility, with multiple large corrections and rallies in the last 10-20 years. DFA Emerging has participated in these swings. Investors holding Dfa Emerging Markets can protect their portfolios by monitoring DFA Emerging's risk indicators and implementing appropriate hedging strategies.
α
Alpha over Dow Jones
0.13
β
Beta against Dow Jones0.70
σ
Overall volatility
0.93
Ir
Information ratio 0.13

Investor Alerts and Insights

Investors in DFA Emerging benefit from automated alerts that flag material fund changes as they occur. Dfa Emerging Markets notifications cover technical signals, fundamental shifts, and notable headlines that may impact investment timing.
The fund retains 96.25% of its assets under management (AUM) in equities

DFA Emerging Fundamentals Growth

The market prices DFA Mutual Fund according to DFA Emerging's ability to generate revenue growth, maintain healthy margins, and manage debt effectively. These fundamental drivers have a direct and measurable impact on DFA Mutual Fund performance.

Performance Metrics & Calculation Methodology

DFA Emerging performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Liquidity conditions can influence realized performance through spreads and execution cost.

The analytics block for Dfa Emerging Markets relies on fund disclosures and market reference feeds, with quality checks and normalization applied before rendering. Timing can vary by data vendor. Return and risk statistics are calculated from historical price series.

This content is curated and reviewed by:

Rifka Kats - Member of Macroaxis Editorial Board
Last reviewed on March 1st, 2026