(DFAR) Dimensional Trust - Performance 13.6% in 12m
Compare DFAR with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
11.33%
#31 in Group
Rel. Strength
70.04%
#2385 in Universe
Total Return 12m
13.55%
#12 in Group
Total Return 5y
0.67%
#33 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: DFAR (13.6%) vs XLRE (15.5%)
5y Drawdown (Underwater) Chart
Top Performers in Real Estate
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 |
|---|---|---|---|---|---|---|---|---|
| REZ NYSE ARCA iShares Residential |
8.92% | 16.8% | 65.4% | - | - | - | - | - |
| USRT NYSE ARCA iShares Core U.S. REIT |
11.8% | 13.3% | 59.8% | - | - | - | - | - |
| FRI NYSE ARCA First Trust S&P REIT |
12.2% | 13% | 56.9% | - | - | - | - | - |
| RWR NYSE ARCA SPDR Dow Jones REIT |
11.7% | 12.2% | 55.5% | - | - | - | - | - |
| XLRE NYSE ARCA The Real Estate Sector SPDR |
11.5% | 15.5% | 48.4% | - | - | - | - | - |
| PPTY NYSE ARCA U.S. Diversified Real |
10.7% | 6.73% | 45% | - | - | - | - | - |
| IYR NYSE ARCA iShares U.S. Real Estate |
11% | 13.4% | 44.1% | - | - | - | - | - |
| ICF BATS iShares Cohen & Steers REIT |
12.1% | 15% | 44.1% | - | - | - | - | - |
Performance Comparison: DFAR vs XLRE vs S&P 500
XLRE (The Real Estate Sector SPDR ETF) is the Sector Benchmark for DFAR
| Total Return (including Dividends) | DFAR | XLRE | S&P 500 |
|---|---|---|---|
| 1 Month | 11.34% | 11.54% | 13.81% |
| 3 Months | -1.40% | -0.97% | -6.30% |
| 12 Months | 13.55% | 15.45% | 10.65% |
| 5 Years | 0.67% | 48.39% | 107.77% |
| Trend Score (consistency of price movement) | DFAR | XLRE | S&P 500 |
| 1 Month | 93.9% | 94.5% | 83% |
| 3 Months | -69.0% | -61.6% | -75.3% |
| 12 Months | 24.4% | 32.2% | 50.1% |
| 5 Years | 30.0% | 42.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLRE | vs. S&P 500 |
| 1 Month | #11 | -0.18% | -2.17% |
| 3 Month | #15 | -0.44% | 5.23% |
| 12 Month | #12 | -1.64% | 2.63% |
| 5 Years | #22 | -2.48% | -27.2% |
FAQs
Does DFAR Dimensional Trust outperforms the market?
No,
over the last 12 months DFAR made 13.55%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 15.45%.
Over the last 3 months DFAR made -1.40%, while XLRE made -0.97%.
Over the last 3 months DFAR made -1.40%, while XLRE made -0.97%.
Performance Comparison DFAR vs Indeces and Sectors
DFAR vs. Indices DFAR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.27% | -2.47% | -0.58% | 2.90% |
| US NASDAQ 100 | QQQ | -1.46% | -6.02% | -0.79% | 1.91% |
| US Dow Jones Industrial 30 | DIA | -1.68% | 1.35% | -0.29% | 5.84% |
| German DAX 40 | DAX | -1.25% | -3.62% | -26.9% | -12.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.45% | -0.49% | -1.35% | 6.18% |
| Hongkong Hang Seng | HSI | -4.44% | -8.59% | -8.94% | -0.13% |
| India NIFTY 50 | INDA | 3.65% | 6.50% | -1.02% | 13.8% |
| Brasil Bovespa | EWZ | -2.32% | -5.90% | -9.28% | 21.9% |
DFAR vs. Sectors DFAR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.91% | -2.07% | -7.64% | -8.01% |
| Consumer Discretionary | XLY | -1.65% | -2.89% | 0.40% | -0.72% |
| Consumer Staples | XLP | -0.41% | 4.75% | -7.51% | 4.43% |
| Energy | XLE | -1.09% | 4.58% | 6.01% | 23.0% |
| Financial | XLF | -2.37% | -2.18% | -7.68% | -8.88% |
| Health Care | XLV | 1.74% | 10.5% | 4.41% | 17.6% |
| Industrial | XLI | -2.96% | -5.48% | -2.01% | 2.56% |
| Materials | XLB | -1.07% | -2.22% | 4.31% | 18.8% |
| Real Estate | XLRE | 0.05% | -0.20% | -1.33% | -1.90% |
| Technology | XLK | -2.35% | -9.88% | 2.30% | 6.45% |
| Utilities | XLU | -1.32% | 1.75% | -8.24% | -3.92% |
| Aerospace & Defense | XAR | -3.25% | -9.82% | -12.1% | -13.8% |
| Biotech | XBI | 5.32% | -0.47% | 19.6% | 25.8% |
| Homebuilder | XHB | -1.74% | -0.14% | 12.6% | 21.1% |
| Retail | XRT | -3.17% | -3.31% | 3.66% | 15.0% |