(DFIC) Dimensional - Performance 21.4% in 12m
DFIC performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
54.86%
#46 in Peer-Group
Rel. Strength
68.72%
#2324 in Stock-Universe
Total Return 12m
21.43%
#16 in Peer-Group
Total Return 5y
35.05%
#60 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 30.98 USD |
| 52 Week Low | 24.60 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 84.51 |
| Buy/Sell Signal +-5 | 0.75 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: DFIC (21.4%) vs VT (15.7%)
5y Drawdown (Underwater) Chart
Top Performer in Foreign Large Blend
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| HEFA BATS iShares Currency Hedged |
0.18% | 10.7% | 92.2% | - | - | - | - | - |
| DBEF NYSE ARCA Xtrackers MSCI EAFE Hedged |
0.26% | 10.7% | 90.9% | - | - | - | - | - |
| IDMO NYSE ARCA Invesco S&P International |
2.38% | 26.7% | 110% | - | - | - | - | - |
| HAWX NYSE ARCA iShares Currency Hedged |
1.64% | 13.4% | 78.1% | - | - | - | - | - |
| DBAW NYSE ARCA Xtrackers MSCI All World ex |
2.34% | 13.5% | 75% | - | - | - | - | - |
| IDVO NYSE ARCA Amplify International |
1.91% | 19.1% | 60.7% | - | - | - | - | - |
| HFXI NYSE ARCA IQ 50 Percent Hedged FTSE |
1.97% | 13.9% | 78.6% | - | - | - | - | - |
| SCHF NYSE ARCA Schwab International Equity |
2.33% | 18.2% | 91.7% | - | - | - | - | - |
Performance Comparison: DFIC vs VT vs S&P 500
VT (Vanguard Total World Stock ETF) is the Sector Benchmark for DFIC
| Total Return (including Dividends) | DFIC | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 2.82% | 3.82% | 4.33% |
| 3 Months | 11.27% | 9.10% | 8.76% |
| 12 Months | 21.43% | 15.65% | 13.95% |
| 5 Years | 35.05% | 90.69% | 116.91% |
| Trend Score (consistency of price movement) | DFIC | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 42.3% | 73.8% | 79.1% |
| 3 Months | 95.7% | 94% | 91.7% |
| 12 Months | 63.7% | 59.5% | 44% |
| 5 Years | 92% | 72.5% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th78.95 | -0.96% | -1.45% |
| 3 Month | %th80.26 | 1.99% | 2.31% |
| 12 Month | %th73.68 | 5.00% | 6.57% |
| 5 Years | %th76.32 | -0.38% | -5.58% |
FAQs
Does Dimensional (DFIC) outperform the market?
Yes,
over the last 12 months DFIC made 21.43%, while its related Sector, the Vanguard Total World Stock (VT) made 15.65%.
Over the last 3 months DFIC made 11.27%, while VT made 9.10%.
Performance Comparison DFIC vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
DFIC vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.3% | -1.5% | 17.4% | 7% |
| US NASDAQ 100 | QQQ | -0.9% | -2.5% | 16.2% | 7% |
| German DAX 40 | DAX | 0.3% | 3.7% | 1.5% | -10% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.9% | -0% | 20.2% | 4% |
| Hongkong Hang Seng | HSI | -1.6% | -4.6% | 0% | -15% |
| India NIFTY 50 | INDA | -0.4% | 0.4% | 16.2% | 21% |
| Brasil Bovespa | EWZ | 1.5% | 0.4% | -5.7% | 13% |
DFIC vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.7% | -3.2% | 11.1% | -5% |
| Consumer Discretionary | XLY | -0.8% | 1.8% | 25.8% | 2% |
| Consumer Staples | XLP | 3.1% | 4.3% | 18.6% | 14% |
| Energy | XLE | 6.6% | -1.2% | 18.9% | 24% |
| Financial | XLF | -0.3% | 0.5% | 14.1% | -7% |
| Health Care | XLV | 1.7% | 1% | 24.2% | 28% |
| Industrial | XLI | -0.2% | 0.1% | 10.6% | -1% |
| Materials | XLB | 1% | 1.5% | 16.9% | 20% |
| Real Estate | XLRE | 4% | 2.4% | 18.4% | 10% |
| Technology | XLK | -1.2% | -5.4% | 15.4% | 10% |
| Utilities | XLU | 1.8% | 2.5% | 13% | -0% |
| Aerospace & Defense | XAR | -2.5% | -6.2% | -3% | -29% |
| Biotech | XBI | 2.5% | -1.9% | 30.5% | 32% |
| Homebuilder | XHB | -0.8% | 0.9% | 27.1% | 23% |
| Retail | XRT | 2.5% | 1.3% | 25.2% | 17% |
DFIC vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 15.1% | -6.10% | 22.2% | 30% |
| Natural Gas | UNG | 9.6% | 5.9% | 16.4% | 29% |
| Gold | GLD | 6.1% | 3.9% | -3.4% | -19% |
| Silver | SLV | 3.5% | -5.1% | -0.5% | -2% |
| Copper | CPER | -1.3% | -4% | -1.4% | 4% |
DFIC vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 2.2% | 0.5% | 19.3% | 24% |
| iShares High Yield Corp. Bond | HYG | 2.5% | 1.2% | 16.6% | 11% |