(DISV) Dimensional Trust - Performance 22.3% in 12m
DISV performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
58.21%
#6 in Peer-Group
Rel. Strength
71.68%
#2171 in Stock-Universe
Total Return 12m
22.29%
#5 in Peer-Group
Total Return 5y
45.80%
#10 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 33.44 USD |
| 52 Week Low | 25.31 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 72.89 |
| Buy/Sell Signal +-5 | 0.00 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: DISV (22.3%) vs IWM (6.4%)
5y Drawdown (Underwater) Chart
Top Performer in Foreign Small/Mid Value
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 |
|---|---|---|---|---|---|---|---|---|
| AVDV NYSE ARCA Avantis International |
4.54% | 25.4% | 113% | - | - | - | - | - |
| GVAL BATS Cambria Global Value |
3.18% | 29.7% | 91.3% | - | - | - | - | - |
| FYLD BATS Cambria Foreign Shareholder |
3.09% | 13.6% | 98.1% | - | - | - | - | - |
| DISV BATS Dimensional Trust |
3.68% | 22.3% | 45.8% | - | - | - | - | - |
| FNDC NYSE ARCA Schwab Fundamental |
3.43% | 21.8% | 72.9% | - | - | - | - | - |
| DLS NYSE ARCA WisdomTree International |
4.65% | 20.3% | 66.7% | - | - | - | - | - |
| DDLS BATS WisdomTree Dynamic Currency |
4.76% | 13.6% | 52.7% | - | - | - | - | - |
| PDN NYSE ARCA Invesco FTSE RAFI Developed |
3.42% | 21.4% | 62.3% | - | - | - | - | - |
Performance Comparison: DISV vs IWM vs S&P 500
IWM (iShares Russell 2000 ETF) is the Sector Benchmark for DISV
| Total Return (including Dividends) | DISV | IWM | S&P 500 |
|---|---|---|---|
| 1 Month | 3.68% | 4.06% | 4.01% |
| 3 Months | 19.85% | 20.59% | 17.14% |
| 12 Months | 22.29% | 6.43% | 13.46% |
| 5 Years | 45.80% | 69.10% | 112.73% |
| Trend Score (consistency of price movement) | DISV | IWM | S&P 500 |
|---|---|---|---|
| 1 Month | 81.4% | 88.7% | 90.3% |
| 3 Months | 97.9% | 95.6% | 97.5% |
| 12 Months | 64.1% | -30.4% | 46.4% |
| 5 Years | 92.8% | 29.9% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. IWM | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th64.29 | -0.37% | -0.32% |
| 3 Month | %th28.57 | -0.61% | 2.31% |
| 12 Month | %th78.57 | 14.90% | 7.78% |
| 5 Years | %th85.71 | 29.55% | 0.50% |
FAQs
Does Dimensional Trust (DISV) outperform the market?
Yes,
over the last 12 months DISV made 22.29%, while its related Sector, the iShares Russell 2000 (IWM) made 6.43%.
Over the last 3 months DISV made 19.85%, while IWM made 20.59%.
Performance Comparison DISV vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
DISV vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1% | -0.3% | 22.1% | 9% |
| US NASDAQ 100 | QQQ | 1.1% | -0.5% | 20.1% | 9% |
| German DAX 40 | DAX | 0.7% | 2.5% | 10% | -8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.2% | -0.9% | 17.6% | 4% |
| Hongkong Hang Seng | HSI | 0.1% | 0.9% | 0.1% | -13% |
| India NIFTY 50 | INDA | 2.4% | 4.5% | 21.6% | 25% |
| Brasil Bovespa | EWZ | 5.2% | 4.3% | 7.1% | 21% |
DISV vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.4% | 2% | 18.8% | -1% |
| Consumer Discretionary | XLY | 0.1% | 0.3% | 29.8% | 4% |
| Consumer Staples | XLP | 3.1% | 3.8% | 23% | 15% |
| Energy | XLE | -1.9% | -0.5% | 29.7% | 20% |
| Financial | XLF | 2.5% | 1.1% | 19.8% | -3% |
| Health Care | XLV | 0.9% | 3.6% | 33.6% | 29% |
| Industrial | XLI | 0.6% | -0.8% | 16.3% | -1% |
| Materials | XLB | 0.4% | -0.8% | 21.5% | 18% |
| Real Estate | XLRE | 1.3% | 3.8% | 23.6% | 14% |
| Technology | XLK | 1.1% | -3% | 17% | 11% |
| Utilities | XLU | 1% | 1.1% | 18.1% | 2% |
| Aerospace & Defense | XAR | 0.4% | -3.2% | 2.1% | -27% |
| Biotech | XBI | -2.6% | 0.5% | 32.3% | 33% |
| Homebuilder | XHB | -2.1% | -5.1% | 28.7% | 23% |
| Retail | XRT | 1.1% | 0.4% | 26.9% | 16% |
DISV vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 0.4% | 0.38% | 36.0% | 27% |
| Natural Gas | UNG | 2.8% | 10.1% | 48.1% | 24% |
| Gold | GLD | 0.9% | 3.4% | 4.2% | -16% |
| Silver | SLV | -3.3% | -2.6% | 0.1% | 0% |
| Copper | CPER | -9.3% | -11.3% | 2.6% | -1% |
DISV vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 1.9% | 3.7% | 27.4% | 27% |
| iShares High Yield Corp. Bond | HYG | 1.6% | 2.6% | 25.1% | 13% |