(DFNL) Davis Select Financial - Performance 21.5% in 12m
Compare DFNL with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
83.50%
#6 in Group
Rel. Strength
76.48%
#1877 in Universe
Total Return 12m
21.47%
#13 in Group
Total Return 5y
151.17%
#8 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: DFNL (21.5%) vs XLF (22.7%)
5y Drawdown (Underwater) Chart
Top Performers in Financial
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 |
|---|---|---|---|---|---|---|---|---|
| IAK NYSE ARCA iShares U.S. Insurance |
-5.23% | 18.2% | 190% | - | - | - | - | - |
| KBWP NASDAQ Invesco KBW Property |
-4.98% | 16.6% | 163% | - | - | - | - | - |
| KIE NYSE ARCA SPDR S&P Insurance |
-6.74% | 17.2% | 147% | - | - | - | - | - |
| EUFN NASDAQ iShares MSCI Europe |
4.05% | 41.2% | 189% | - | - | - | - | - |
| IXG NYSE ARCA iShares Global Financials |
0.25% | 26.9% | 144% | - | - | - | - | - |
| IAI NYSE ARCA iShares U.S. Broker-Dealers |
0.63% | 27.7% | 175% | - | - | - | - | - |
| BIZD NYSE ARCA VanEck BDC Income |
-8.48% | 0.16% | 155% | - | - | - | - | - |
| XLF NYSE ARCA Financial Sector SPDR Fund |
-2.01% | 22.7% | 145% | - | - | - | - | - |
Performance Comparison: DFNL vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for DFNL
| Total Return (including Dividends) | DFNL | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -1.58% | -2.01% | -0.45% |
| 3 Months | -2.69% | -4.55% | -6.29% |
| 12 Months | 21.47% | 22.67% | 13.04% |
| 5 Years | 151.17% | 144.84% | 111.82% |
| Trend Score (consistency of price movement) | DFNL | XLF | S&P 500 |
| 1 Month | 56.8% | 52.2% | 47.5% |
| 3 Months | -80.0% | -79.5% | -87.3% |
| 12 Months | 81.6% | 83.3% | 54.3% |
| 5 Years | 75.2% | 75.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #9 | 0.43% | -1.14% |
| 3 Month | #9 | 1.95% | 3.85% |
| 12 Month | #14 | -0.97% | 7.46% |
| 5 Years | #13 | 2.58% | 18.6% |
FAQs
Does DFNL Davis Select Financial outperforms the market?
No,
over the last 12 months DFNL made 21.47%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.67%.
Over the last 3 months DFNL made -2.69%, while XLF made -4.55%.
Over the last 3 months DFNL made -2.69%, while XLF made -4.55%.
Performance Comparison DFNL vs Indeces and Sectors
DFNL vs. Indices DFNL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.11% | -1.13% | 6.29% | 8.43% |
| US NASDAQ 100 | QQQ | -2.03% | -3.48% | 5.58% | 6.50% |
| US Dow Jones Industrial 30 | DIA | -0.57% | 1.27% | 7.05% | 12.2% |
| German DAX 40 | DAX | -0.75% | -1.36% | -11.8% | -3.54% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.54% | 1.63% | 9.99% | 16.5% |
| Hongkong Hang Seng | HSI | -0.71% | -0.06% | 5.76% | 8.54% |
| India NIFTY 50 | INDA | 1.41% | -6.46% | 6.41% | 18.6% |
| Brasil Bovespa | EWZ | 0.52% | -4.41% | 0.59% | 28.2% |
DFNL vs. Sectors DFNL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.26% | -0.98% | 0.31% | -1.99% |
| Consumer Discretionary | XLY | -1.14% | -0.99% | 5.12% | 6.80% |
| Consumer Staples | XLP | 0.95% | -0.76% | 2.19% | 10.5% |
| Energy | XLE | 3.15% | 12.5% | 11.4% | 30.8% |
| Financial | XLF | - | 0.43% | -0.64% | -1.20% |
| Health Care | XLV | 1.59% | 3.09% | 11.5% | 22.7% |
| Industrial | XLI | -1.43% | -1.88% | 5.25% | 10.8% |
| Materials | XLB | 0.70% | 1.64% | 14.1% | 25.9% |
| Real Estate | XLRE | -1.0% | -0.48% | 6.13% | 3.11% |
| Technology | XLK | -2.67% | -4.01% | 9.24% | 11.0% |
| Utilities | XLU | 0.17% | -1.68% | 1.87% | 0.68% |
| Aerospace & Defense | XAR | -2.14% | -8.56% | -7.59% | -6.01% |
| Biotech | XBI | -0.95% | -7.13% | 21.6% | 26.9% |
| Homebuilder | XHB | 0.16% | 0.50% | 21.3% | 27.6% |
| Retail | XRT | 0.13% | -0.42% | 12.3% | 23.0% |