Dfa Small Fund Manager Performance Evaluation
| DSCGX Fund | USD 32.30 0.05 0.15% |
The fund shows a Beta (market volatility) of 1.14, which means a somewhat significant risk relative to the market. Dfa - returns are very sensitive to returns on the market. As the market goes up or down, Dfa - is expected to follow.
Risk-Adjusted Performance
Mild
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Dfa Small are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Dfa - may actually be approaching a critical reversion point that can send shares even higher in February 2026.
...moreDfa |
Dfa - Relative Risk vs. Return Landscape
If you would invest 3,044 in Dfa Small on October 29, 2025 and sell it today you would earn a total of 186.00 from holding Dfa Small or generate 6.11% return on investment over 90 days. Dfa Small is currently producing 0.1041% returns and takes up 1.0284% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Dfa, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Dfa - Current Valuation
Fairly Valued
Today
Please note that Dfa -'s price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Dfa Small shows a prevailing Real Value of $31.88 per share. The current price of the fund is $32.3. We determine the value of Dfa 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.
Since Dfa - is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Dfa Mutual Fund. However, Dfa -'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. | Historical | Market 32.3 | Real 31.88 | Hype 32.3 | Naive 32.82 |
The intrinsic value of Dfa -'s stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Dfa -'s stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Dfa Small helps investors to forecast how Dfa 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 - more accurately as focusing exclusively on Dfa -'s fundamentals will not take into account other important factors: Dfa - Target Price Odds to finish over Current Price
The tendency of Dfa Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 32.30 | 90 days | 32.30 | about 5.02 |
Based on a normal probability distribution, the odds of Dfa - to move above the current price in 90 days from now is about 5.02 (This Dfa Small probability density function shows the probability of Dfa Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon the mutual fund has the beta coefficient of 1.14 suggesting Dfa Small market returns are sensitive to returns on the market. As the market goes up or down, Dfa - is expected to follow. Additionally Dfa Small has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Dfa - Price Density |
| Price |
Predictive Modules for Dfa -
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Dfa Small. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Dfa - Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Dfa - is not an exception. The market had few large corrections towards the Dfa -'s value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Dfa Small, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Dfa - within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.005 | |
β | Beta against Dow Jones | 1.14 | |
σ | Overall volatility | 0.98 | |
Ir | Information ratio | 0 |
Dfa - Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Dfa - for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Dfa Small can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund retains 99.66% of its assets under management (AUM) in equities |
Dfa - Fundamentals Growth
Dfa Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dfa -, and Dfa - 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 Dfa Mutual Fund performance.
| Price To Earning | 22.16 X | |||
| Price To Book | 3.85 X | |||
| Price To Sales | 1.18 X | |||
| Total Asset | 976.14 M | |||
About Dfa - Performance
Evaluating Dfa -'s performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dfa - has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Dfa - has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The Portfolio, using a market capitalization weighted approach, purchases a broad and diverse group of readily marketable securities of U.S. small cap companies that the Advisor determines to have high profitability and relative prices compared to other U.S. small cap companies at the time of purchase. As a non-fundamental policy, under normal circumstances, it will invest at least 80 percent of its net assets in securities of small cap U.S. companies.Things to note about Dfa Small performance evaluation
Checking the ongoing alerts about Dfa - for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dfa Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 99.66% of its assets under management (AUM) in equities |
- Analyzing Dfa -'s financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Dfa -'s stock is overvalued or undervalued compared to its peers.
- Examining Dfa -'s industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Dfa -'s management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dfa -'s management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dfa -'s mutual fund. These opinions can provide insight into Dfa -'s potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Dfa Mutual Fund
Dfa - 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 - security.
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