(DFAS) Dimensional U.S. Small - Performance 4.7% in 12m
DFAS performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
18.38%
#44 in Peer-Group
Rel. Strength
47.12%
#4023 in Stock-Universe
Total Return 12m
4.67%
#32 in Peer-Group
Total Return 5y
11.99%
#47 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 70.81 USD |
| 52 Week Low | 52.31 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 43.46 |
| Buy/Sell Signal +-5 | 0.02 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: DFAS (4.7%) vs IWM (5.6%)
5y Drawdown (Underwater) Chart
Top Performer in Small 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 |
|---|---|---|---|---|---|---|---|---|
| XMLV NYSE ARCA Invesco S&P MidCap Low |
-2.19% | 13.8% | 61.4% | - | - | - | - | - |
| SMLF NYSE ARCA iShares MSCI USA Small-Cap |
-0.71% | 9.68% | 98.4% | - | - | - | - | - |
| FSMD NYSE ARCA Fidelity Small-Mid Factor |
-1.38% | 9.46% | 90.3% | - | - | - | - | - |
| OUSM BATS O’Shares U.S. Small-Cap |
-2.31% | 4.33% | 84.5% | - | - | - | - | - |
| TPSC NYSE ARCA Timothy Plan US Small Cap |
-2.06% | 8.52% | 93.7% | - | - | - | - | - |
| SMMV BATS iShares MSCI USA Small-Cap |
-1.44% | 15.6% | 57.1% | - | - | - | - | - |
| PSC NASDAQ Principal U.S. Small-Cap |
-0.21% | 9.1% | 100% | - | - | - | - | - |
| XSMO NYSE ARCA Invesco S&P SmallCap |
-0.7% | 10.8% | 89.6% | - | - | - | - | - |
Performance Comparison: DFAS vs IWM vs S&P 500
IWM (iShares Russell 2000 ETF) is the Sector Benchmark for DFAS
| Total Return (including Dividends) | DFAS | IWM | S&P 500 |
|---|---|---|---|
| 1 Month | -1.24% | 0.60% | 0.44% |
| 3 Months | 2.58% | 3.45% | 6.81% |
| 12 Months | 4.67% | 5.63% | 10.31% |
| 5 Years | 11.99% | 56.68% | 105.96% |
| Trend Score (consistency of price movement) | DFAS | IWM | S&P 500 |
|---|---|---|---|
| 1 Month | 48.1% | 72.3% | 83% |
| 3 Months | 63.7% | 66.1% | 77.5% |
| 12 Months | -12.9% | -20.4% | 43.1% |
| 5 Years | 60.6% | 30.3% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. IWM | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #39 | -1.84% | -1.67% |
| 3 Month | #12 | -0.84% | -3.96% |
| 12 Month | #19 | -0.91% | -5.11% |
| 5 Years | #3 | 17.16% | -24.69% |
FAQs
Does Dimensional U.S. Small (DFAS) outperform the market?
No,
over the last 12 months DFAS made 4.67%, while its related Sector, the iShares Russell 2000 (IWM) made 5.63%.
Over the last 3 months DFAS made 2.58%, while IWM made 3.45%.
Performance Comparison DFAS vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
DFAS vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1% | -1.7% | -7.1% | -6% |
| US NASDAQ 100 | QQQ | -1% | -2.6% | -7.2% | -5% |
| German DAX 40 | DAX | 1.1% | 1.4% | -19.2% | -23% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1% | -0.9% | -5.4% | -7% |
| Hongkong Hang Seng | HSI | 0% | -5.1% | -24.2% | -22% |
| India NIFTY 50 | INDA | 1.2% | 0.6% | -4.9% | 7% |
| Brasil Bovespa | EWZ | -3% | -2.7% | -32.2% | -6% |
DFAS vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.6% | -2.8% | -11% | -20% |
| Consumer Discretionary | XLY | 0.4% | 1.9% | 3% | -13% |
| Consumer Staples | XLP | -0.3% | 1% | -6% | -1% |
| Energy | XLE | -3.7% | -5.6% | -11% | 2% |
| Financial | XLF | -0.1% | 1.5% | -10.8% | -19% |
| Health Care | XLV | 0.3% | -0.4% | -2.3% | 12% |
| Industrial | XLI | -0.2% | 0.2% | -12.8% | -13% |
| Materials | XLB | -0.4% | -0.9% | -7.3% | 6% |
| Real Estate | XLRE | -1.2% | -0.6% | -8.9% | -8% |
| Technology | XLK | -2.1% | -4.3% | -8.9% | -0% |
| Utilities | XLU | -1.2% | 1.2% | -13.7% | -15% |
| Aerospace & Defense | XAR | -0.6% | -5.5% | -26.1% | -35% |
| Biotech | XBI | 0.4% | -4.9% | 3.6% | 12% |
| Homebuilder | XHB | 1.7% | 5.3% | 7.9% | 15% |
| Retail | XRT | 0.5% | -1.3% | -0.3% | 3% |
DFAS vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -11.6% | -21.3% | -17.3% | 0% |
| Natural Gas | UNG | -15% | -16.8% | -28.9% | 14% |
| Gold | GLD | -2.2% | -5.3% | -34.2% | -39% |
| Silver | SLV | -2.6% | -14.3% | -28.4% | -19% |
| Copper | CPER | -2.7% | -5.6% | -22.9% | -5% |
DFAS vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -2.2% | -2.3% | -3.4% | 9% |
| iShares High Yield Corp. Bond | HYG | -1.7% | -1.9% | -8.7% | -4% |