DWLD Performance & Benchmarks - 25.9% in 12m
The Total Return for 3m is 9.3%, for 6m 9.3% and YTD 12.5%. Compare with Peer-Group: Global Large-Stock Blend
Performance Rating
51.38%
#25 in Peer-Group
Rel. Strength
75.23%
#1905 in Stock-Universe
Total Return 12m
25.87%
#2 in Peer-Group
Total Return 5y
70.97%
#15 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 42.73 USD |
| 52 Week Low | 31.13 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 9.69 |
| Buy/Sell Signal +-5 | -1.35 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: DWLD (25.9%) vs SPY (15.9%)
5y Drawdown (Underwater) Chart
Top Performer in Global Large-Stock Blend
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| DWLD | -3.54% | -2.01% | 9.26% |
| IOO | -2.46% | 1.94% | 13.8% |
| SPGM | -2.61% | 0.12% | 11.1% |
| VT | -2.70% | -0.09% | 10.3% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| DWLD | 9.33% | 25.9% | 71% |
| IOO | 9.22% | 17.3% | 111% |
| SPGM | 7.74% | 16.0% | 81.7% |
| ACWI | 7.57% | 16.4% | 78.3% |
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 |
|---|---|---|---|---|---|---|---|---|
| IOO NYSE ARCA iShares Global 100 |
1.94% | 17.3% | 111% | - | - | - | - | - |
| URTH NYSE ARCA iShares MSCI World |
-0.11% | 16.4% | 87.2% | - | - | - | - | - |
| SPGM NYSE ARCA SPDR Portfolio MSCI Global |
0.12% | 16% | 81.7% | - | - | - | - | - |
| ACWI NASDAQ iShares MSCI ACWI |
-0.16% | 16.4% | 78.3% | - | - | - | - | - |
| VT NYSE ARCA Vanguard Total World Stock |
-0.09% | 16.1% | 78.4% | - | - | - | - | - |
| AVGE NYSE ARCA Avantis All Equity Markets |
-0.45% | 12.6% | 63% | - | - | - | - | - |
| ACWV BATS iShares MSCI Global Min Vol |
-1.82% | 10.3% | 42.7% | - | - | - | - | - |
| GLOV BATS Goldman Sachs ActiveBeta(R) |
-1.05% | 15.5% | 38.5% | - | - | - | - | - |
Performance Comparison: DWLD vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for DWLD
| Total Return (including Dividends) | DWLD | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -2.01% | 0.66% | 0.66% |
| 3 Months | 9.26% | 11.66% | 11.66% |
| 12 Months | 25.87% | 15.92% | 15.92% |
| 5 Years | 70.97% | 103.09% | 103.09% |
| Trend Stabilty (consistency of price movement) | DWLD | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 49.7% | 66.4% | 66.4% |
| 3 Months | 92.2% | 96.6% | 96.6% |
| 12 Months | 74.9% | 50% | 50% |
| 5 Years | 49.9% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 8 %th | -2.65% | -2.65% |
| 3 Month | 62 %th | -2.14% | -2.14% |
| 12 Month | 97 %th | 8.58% | 8.58% |
| 5 Years | 28 %th | -15.82% | -15.82% |
FAQs
Does Davis Select Worldwide (DWLD) outperform the market?
Yes,
over the last 12 months DWLD made 25.87%, while its related Sector, the SPDR SP500 Trust (SPY) made 15.92%.
Over the last 3 months DWLD made 9.26%, while SPY made 11.66%.
Performance Comparison DWLD vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
DWLD vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.1% | -2.7% | 4.7% | 10% |
| US NASDAQ 100 | QQQ | -1.3% | -3.3% | 2.2% | 5% |
| German DAX 40 | DAX | -0.3% | -0.9% | 0.4% | -3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1% | -4.7% | 0.4% | 4% |
| Hongkong Hang Seng | HSI | -1.3% | -4.1% | -18% | -13% |
| India NIFTY 50 | INDA | -1.5% | 3.6% | 5.8% | 32% |
| Brasil Bovespa | EWZ | -2.5% | 5.4% | 2.4% | 22% |
DWLD vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.2% | -0.5% | 5.3% | 1% |
| Consumer Discretionary | XLY | 0.4% | -1% | 14.6% | 7% |
| Consumer Staples | XLP | -1.9% | 0.2% | 7% | 21% |
| Energy | XLE | -1.8% | -2.2% | 10.7% | 28% |
| Financial | XLF | 0.3% | 0.4% | 8.4% | 5% |
| Health Care | XLV | 0.4% | 2.1% | 19.6% | 38% |
| Industrial | XLI | -0.2% | -3.2% | -0.7% | 5% |
| Materials | XLB | 2.6% | 1.7% | 10.8% | 30% |
| Real Estate | XLRE | -0% | -1% | 7.9% | 24% |
| Technology | XLK | -1.7% | -4.4% | -4% | 3% |
| Utilities | XLU | -5.1% | -6.7% | -1.8% | 7% |
| Aerospace & Defense | XAR | -0.7% | -6.1% | -13.4% | -20% |
| Biotech | XBI | -1.6% | -5.4% | 15.3% | 39% |
| Homebuilder | XHB | -1% | -3.2% | 10.6% | 34% |
| Retail | XRT | 1.3% | -0.1% | 10.1% | 23% |
DWLD vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -7% | -6.78% | 9.79% | 24% |
| Natural Gas | UNG | -2% | 7.9% | 32.1% | 22% |
| Gold | GLD | -4.1% | -2.5% | -9.6% | -11% |
| Silver | SLV | -0.5% | -4.6% | -7.8% | -3% |
| Copper | CPER | 19.5% | 10.7% | 7.8% | 18% |
DWLD vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -5.2% | -1.7% | 7.9% | 30% |
| iShares High Yield Corp. Bond | HYG | -2.9% | -1.8% | 6% | 18% |