(DISV) Dimensional Trust - Performance 13.8% in 12m
Compare DISV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
48.52%
#8 in Group
Rel. Strength
68.67%
#2494 in Universe
Total Return 12m
13.81%
#4 in Group
Total Return 5y
32.75%
#10 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: DISV (13.8%) vs IWM (-1.3%)
5y Drawdown (Underwater) Chart
Top Performers 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 |
11.1% | 15.7% | 107% | - | - | - | - | - |
| DDLS BATS WisdomTree Dynamic Currency |
9.65% | 11.3% | 83% | - | - | - | - | - |
| GVAL BATS Cambria Global Value |
10% | 23% | 105% | - | - | - | - | - |
| FYLD BATS Cambria Foreign Shareholder |
9.41% | 3.66% | 104% | - | - | - | - | - |
| DISV BATS Dimensional Trust |
11.3% | 13.8% | 32.8% | - | - | - | - | - |
| FNDC NYSE ARCA Schwab Fundamental |
10.3% | 12.5% | 68.9% | - | - | - | - | - |
| DLS NYSE ARCA WisdomTree International |
10.8% | 11.4% | 63.3% | - | - | - | - | - |
| PDN NYSE ARCA Invesco FTSE RAFI Developed |
10.2% | 11.8% | 59.7% | - | - | - | - | - |
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 | 11.34% | 5.87% | 2.87% |
| 3 Months | 10.34% | -11.35% | -6.42% |
| 12 Months | 13.81% | -1.33% | 9.87% |
| 5 Years | 32.75% | 62.36% | 107.51% |
| Trend Score (consistency of price movement) | DISV | IWM | S&P 500 |
| 1 Month | 98.1% | 95.1% | 89.4% |
| 3 Months | 59.9% | -79.6% | -72% |
| 12 Months | 41.4% | 5.1% | 49.3% |
| 5 Years | 91.6% | 33.9% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. IWM | vs. S&P 500 |
| 1 Month | #6 | 5.16% | 8.23% |
| 3 Month | #2 | 24.5% | 17.9% |
| 12 Month | #4 | 15.3% | 3.58% |
| 5 Years | #3 | 30.6% | 1.42% |
FAQs
Does DISV Dimensional Trust outperforms the market?
Yes,
over the last 12 months DISV made 13.81%, while its related Sector, the iShares Russell 2000 (IWM) made -1.33%.
Over the last 3 months DISV made 10.34%, while IWM made -11.35%.
Over the last 3 months DISV made 10.34%, while IWM made -11.35%.
Performance Comparison DISV vs Indeces and Sectors
DISV vs. Indices DISV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.81% | 8.47% | 19.1% | 3.94% |
| US NASDAQ 100 | QQQ | 1.56% | 6.63% | 18.6% | 2.49% |
| US Dow Jones Industrial 30 | DIA | 1.53% | 9.73% | 20.1% | 7.44% |
| German DAX 40 | DAX | -0.31% | -7.94% | -6.53% | -11.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.15% | 5.07% | 19.8% | 8.18% |
| Hongkong Hang Seng | HSI | -1.71% | -4.87% | 9.56% | 1.72% |
| India NIFTY 50 | INDA | 4.20% | 9.06% | 17.2% | 11.5% |
| Brasil Bovespa | EWZ | -0.24% | -0.19% | 9.84% | 20.3% |
DISV vs. Sectors DISV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.63% | 7.67% | 12.9% | -6.52% |
| Consumer Discretionary | XLY | 0.89% | 7.83% | 21.2% | -0.24% |
| Consumer Staples | XLP | 2.18% | 9.32% | 12.1% | 6.25% |
| Energy | XLE | 0.83% | 11.3% | 25.1% | 23.6% |
| Financial | XLF | 1.18% | 5.77% | 13.2% | -7.71% |
| Health Care | XLV | 5.60% | 15.7% | 24.3% | 19.7% |
| Industrial | XLI | 0.24% | 3.96% | 18.1% | 3.82% |
| Materials | XLB | 1.82% | 6.63% | 23.1% | 19.8% |
| Real Estate | XLRE | 2.14% | 5.22% | 16.7% | 0.35% |
| Technology | XLK | 0.92% | 4.60% | 21.3% | 6.81% |
| Utilities | XLU | 0.77% | 5.72% | 11.3% | -2.10% |
| Aerospace & Defense | XAR | 1.30% | 2.0% | 9.75% | -11.4% |
| Biotech | XBI | 9.89% | 9.32% | 40.1% | 27.8% |
| Homebuilder | XHB | 2.25% | 8.27% | 32.7% | 23.6% |
| Retail | XRT | 1.66% | 7.75% | 25.3% | 18.1% |