(DFAI) Dimensional - Performance 19.6% in 12m
DFAI performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
58.41%
#33 in Peer-Group
Rel. Strength
66.94%
#2456 in Stock-Universe
Total Return 12m
19.58%
#27 in Peer-Group
Total Return 5y
55.37%
#44 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 34.48 USD |
| 52 Week Low | 27.66 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 79.23 |
| Buy/Sell Signal +-5 | 0.78 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: DFAI (19.6%) 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: DFAI vs VT vs S&P 500
VT (Vanguard Total World Stock ETF) is the Sector Benchmark for DFAI
| Total Return (including Dividends) | DFAI | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 2.23% | 3.82% | 4.33% |
| 3 Months | 9.95% | 9.10% | 8.76% |
| 12 Months | 19.58% | 15.65% | 13.95% |
| 5 Years | 55.37% | 90.69% | 116.91% |
| Trend Score (consistency of price movement) | DFAI | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 29.1% | 73.8% | 79.1% |
| 3 Months | 94.7% | 94% | 91.7% |
| 12 Months | 63.5% | 59.5% | 44% |
| 5 Years | 65.4% | 72.5% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th55.26 | -1.53% | -2.01% |
| 3 Month | %th52.63 | 0.78% | 1.10% |
| 12 Month | %th61.84 | 3.40% | 4.95% |
| 5 Years | %th67.11 | -3.82% | -15.85% |
FAQs
Does Dimensional (DFAI) outperform the market?
Yes,
over the last 12 months DFAI made 19.58%, while its related Sector, the Vanguard Total World Stock (VT) made 15.65%.
Over the last 3 months DFAI made 9.95%, while VT made 9.10%.
Performance Comparison DFAI vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
DFAI vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.2% | -2.1% | 15.5% | 6% |
| US NASDAQ 100 | QQQ | -0.9% | -3% | 14.3% | 5% |
| German DAX 40 | DAX | 0.4% | 3.1% | -0.4% | -12% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1% | -0.6% | 18.2% | 2% |
| Hongkong Hang Seng | HSI | -1.5% | -5.2% | -1.9% | -17% |
| India NIFTY 50 | INDA | -0.4% | -0.2% | 14.2% | 19% |
| Brasil Bovespa | EWZ | 1.6% | -0.2% | -7.6% | 11% |
DFAI vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.7% | -3.8% | 9.1% | -6% |
| Consumer Discretionary | XLY | -0.7% | 1.2% | 23.8% | 0% |
| Consumer Staples | XLP | 3.2% | 3.7% | 16.6% | 12% |
| Energy | XLE | 6.7% | -1.8% | 16.9% | 23% |
| Financial | XLF | -0.2% | -0.1% | 12.1% | -9% |
| Health Care | XLV | 1.8% | 0.4% | 22.2% | 26% |
| Industrial | XLI | -0.1% | -0.5% | 8.6% | -3% |
| Materials | XLB | 1.1% | 0.9% | 14.9% | 18% |
| Real Estate | XLRE | 4.1% | 1.8% | 16.4% | 8% |
| Technology | XLK | -1.1% | -6% | 13.5% | 8% |
| Utilities | XLU | 1.9% | 2% | 11% | -2% |
| Aerospace & Defense | XAR | -2.4% | -6.8% | -4.9% | -31% |
| Biotech | XBI | 2.5% | -2.5% | 28.6% | 30% |
| Homebuilder | XHB | -0.7% | 0.3% | 25.2% | 21% |
| Retail | XRT | 2.6% | 0.7% | 23.2% | 15% |
DFAI vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 15.1% | -6.69% | 20.2% | 28% |
| Natural Gas | UNG | 9.6% | 5.3% | 14.5% | 28% |
| Gold | GLD | 6.2% | 3.3% | -5.4% | -21% |
| Silver | SLV | 3.6% | -5.7% | -2.5% | -4% |
| Copper | CPER | -1.3% | -4.6% | -3.4% | 2% |
DFAI vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 2.3% | -0.1% | 17.3% | 22% |
| iShares High Yield Corp. Bond | HYG | 2.6% | 0.6% | 14.7% | 9% |