Dfa World Ex Fund Manager Performance Evaluation
| DWFIX Fund | USD 8.54 -0.04 -0.47% |
The fund secures a Beta (Market Risk) of 0.0882, which means relatively modest fluctuations relative to the market. As returns on the market increase, DFA World's returns are expected to increase less than the market. However, during a bear market, the loss from holding DFA World is expected to be smaller as well.
Risk-Adjusted Performance
Mild
Weak | Strong |
Compared with the broader market, risk-adjusted returns on Dfa World Ex rank lower than 4% of all funds and fund portfolios over the last 90 days. This score becomes more useful when investors compare it with downside risk, Sharpe Ratio, and current trend stability. Despite somewhat strong forward indicators, DFA World is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
DFA |
DFA World Relative Risk vs. Return Landscape
If you had invested $ 848.00 in Dfa World Ex on December 12, 2025 and sold it today you would have earned a total of $ 6.00 from holding Dfa World Ex or generated 0.71% return on investment over 90 days. Dfa World Ex is currently producing a 0.0119% return and carries 0.1999% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than DFA, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
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Historical Prices of Dfa World Ex
Below is the normalized historical share price chart for Dfa World Ex extending back to February 08, 2012. 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 World stands at 8.54, as last reported on the 12th of March 2026, with the highest price reaching 8.54 and the lowest price hitting 8.54 during the day.Macro event markers
Target Price Odds to finish over Current Price
For DFA Mutual Fund, the tendency of price to converge toward a long-term average provides a useful baseline for forecasting. Nonetheless, studies have found that some funds are persistently mispriced, with the spread correcting only when market dynamics shift significantly.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 8.54 | 90 days | 8.54 | about 50.0 |
Based on standard probability analysis, the odds of DFA World moving above the current price in 90 days from now are about 50.0 (The chart above shows the probability distribution of DFA Mutual Fund prices over the next 90 days).
DFA World Price Density |
| Price |
Predictive Modules for DFA World
Accurately predicting the fund market is one of the most challenging tasks in investing. For Dfa World Ex, a range of forecasting tools can be applied, though none offer certainty. Despite this, systematic forecasting is a critical step in the investment process — comparing methods and results helps investors develop a more nuanced view of potential outcomes.The mean reversion principle applied to DFA World's suggests that neither prolonged outperformance nor underperformance is permanent. Investors exploit this by positioning against extremes in price relative to fundamental value.
Primary Risk Indicators
The past 10-20 years have brought considerable volatility to the mutual fund market, and DFA World has been no exception. Sharp price drops and strong rallies have made hedging an important tool for managing portfolio risk. Investors in Dfa World Ex should monitor DFA World's fundamental risk indicators to stay ahead of market swings.α | Alpha over Dow Jones | -0.0044 | |
β | Beta against Dow Jones | 0.09 | |
σ | Overall volatility | 0.06 | |
Ir | Information ratio | 0.07 |
DFA World Alerts and Suggestions
Alerts and suggestions for DFA World give investors a structured way to monitor the fund for material events. Dfa World Ex notifications flag important changes in technical indicators, fundamentals, and market conditions that may warrant attention.| The fund generated five year return of -1.0% | |
| Dfa World Ex retains about 49.74% of its assets under management (AUM) in cash |
DFA World Fundamentals Growth
DFA Mutual Fund performance is fundamentally tied to DFA World's financial health and growth outlook. Revenue and earnings trends, operating margins, and capital structure decisions all play a significant role in shaping investor expectations for DFA Mutual Fund.
| Total Asset | 1.68 B | |||
About DFA World Performance Analysis
DFA World performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Defensive traits reduce macro sensitivity. 
Michael Smolkin · Member of Macroaxis Board of Directors
Unless otherwise specified, financial data for Dfa World Ex is derived from periodic company reporting (annual and quarterly where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on asset type. Updates may occur throughout the day.
DFA Mutual Fund is Curated By:
Michael Smolkin · Member of Macroaxis Board of Directors