(DFAS) Dimensional U.S. Small - Performance 1.2% in 12m
Compare DFAS with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
21.60%
#47 in Group
Rel. Strength
43.15%
#4524 in Universe
Total Return 12m
1.18%
#31 in Group
Total Return 5y
8.21%
#48 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: DFAS (1.2%) vs IWM (1.4%)
5y Drawdown (Underwater) Chart
Top Performers 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 |
|---|---|---|---|---|---|---|---|---|
| CSF NASDAQ VictoryShares US Discovery |
- | - | - | - | - | - | - | - |
| OUSM BATS O’Shares U.S. Small-Cap |
-2.15% | 4.64% | 101% | - | - | - | - | - |
| XMLV NYSE ARCA Invesco S&P MidCap Low |
-1.86% | 13.6% | 66% | - | - | - | - | - |
| FSMD NYSE ARCA Fidelity Small-Mid Factor |
-1.01% | 6.93% | 104% | - | - | - | - | - |
| TPSC NYSE ARCA Timothy Plan US Small Cap |
-2.17% | 6.22% | 111% | - | - | - | - | - |
| SMLF NYSE ARCA iShares MSCI USA Small-Cap |
-0.99% | 5.29% | 109% | - | - | - | - | - |
| PSC NASDAQ Principal U.S. Small-Cap |
-0.34% | 4.64% | 117% | - | - | - | - | - |
| FNDA NYSE ARCA Schwab Fundamental U.S. |
-2.98% | 0.35% | 110% | - | - | - | - | - |
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 | -2.05% | -1.08% | 0.40% |
| 3 Months | -9.95% | -10.23% | -4.90% |
| 12 Months | 1.18% | 1.43% | 13.65% |
| 5 Years | 8.21% | 69.86% | 114.96% |
| Trend Score (consistency of price movement) | DFAS | IWM | S&P 500 |
| 1 Month | 77.8% | 81.6% | 74.8% |
| 3 Months | -88.2% | -88.2% | -84.7% |
| 12 Months | 16.0% | 13.2% | 53.5% |
| 5 Years | 58.2% | 34.7% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. IWM | vs. S&P 500 |
| 1 Month | #14 | -0.99% | -2.44% |
| 3 Month | #16 | 0.31% | -5.31% |
| 12 Month | #13 | -0.24% | -11.0% |
| 5 Years | #3 | 18.7% | -23.3% |
FAQs
Does DFAS Dimensional U.S. Small outperforms the market?
No,
over the last 12 months DFAS made 1.18%, while its related Sector, the iShares Russell 2000 (IWM) made 1.43%.
Over the last 3 months DFAS made -9.95%, while IWM made -10.23%.
Over the last 3 months DFAS made -9.95%, while IWM made -10.23%.
Performance Comparison DFAS vs Indeces and Sectors
DFAS vs. Indices DFAS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.41% | -2.45% | -7.17% | -12.5% |
| US NASDAQ 100 | QQQ | -0.10% | -4.71% | -7.96% | -14.0% |
| US Dow Jones Industrial 30 | DIA | 0.34% | 0.03% | -6.64% | -8.63% |
| German DAX 40 | DAX | -0.37% | -5.08% | -27.4% | -27.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.57% | -1.82% | -3.20% | -4.17% |
| Hongkong Hang Seng | HSI | -0.27% | -2.11% | -7.55% | -9.36% |
| India NIFTY 50 | INDA | 1.33% | -6.61% | -7.07% | -1.31% |
| Brasil Bovespa | EWZ | 2.67% | -5.80% | -9.14% | 8.95% |
DFAS vs. Sectors DFAS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.10% | -2.64% | -13.5% | -23.0% |
| Consumer Discretionary | XLY | 1.40% | -1.13% | -8.56% | -13.8% |
| Consumer Staples | XLP | 2.45% | -2.06% | -9.86% | -9.44% |
| Energy | XLE | 3.84% | 10.9% | -0.08% | 9.70% |
| Financial | XLF | -0.28% | -1.25% | -15.4% | -23.7% |
| Health Care | XLV | 2.99% | 1.95% | -2.25% | 0.98% |
| Industrial | XLI | -0.98% | -3.20% | -8.42% | -10.8% |
| Materials | XLB | 0.54% | 0.34% | 1.23% | 3.50% |
| Real Estate | XLRE | -0.11% | -1.69% | -5.75% | -16.9% |
| Technology | XLK | -0.56% | -5.43% | -4.21% | -9.51% |
| Utilities | XLU | 1.37% | -2.47% | -12.0% | -19.9% |
| Aerospace & Defense | XAR | -1.05% | -9.73% | -21.7% | -27.7% |
| Biotech | XBI | -0.71% | -5.66% | 8.77% | 6.52% |
| Homebuilder | XHB | -0.54% | -0.45% | 8.57% | 6.56% |
| Retail | XRT | 0.27% | -0.86% | -0.65% | 2.23% |