(DFAT) Dimensional U.S. - Performance -1.3% in 12m
Compare DFAT with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
30.31%
#40 in Group
Rel. Strength
40.08%
#4768 in Universe
Total Return 12m
-1.32%
#29 in Group
Total Return 5y
16.92%
#45 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: DFAT (-1.3%) vs SPY (13.7%)
5y Drawdown (Underwater) Chart
Top Performers in Small Value
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 |
|---|---|---|---|---|---|---|---|---|
| REGL BATS ProShares S&P MidCap 400 |
-2.03% | 8.14% | 89.2% | - | - | - | - | - |
| IVOV NYSE ARCA Vanguard S&P Mid-Cap 400 |
-3.61% | 6.13% | 114% | - | - | - | - | - |
| XMVM NYSE ARCA Invesco S&P MidCap Value |
-2.1% | 4.62% | 132% | - | - | - | - | - |
| MDYV NYSE ARCA SPDR S&P 400 Mid Cap Value |
-3.72% | 5.96% | 113% | - | - | - | - | - |
| IJJ NYSE ARCA iShares S&P Mid-Cap 400 |
-3.64% | 5.95% | 113% | - | - | - | - | - |
| AVUV NYSE ARCA Avantis U.S. Small Cap |
-3.78% | -3.31% | 161% | - | - | - | - | - |
| SDVY NASDAQ First Trust SMID Cap Rising |
-1.85% | 2.07% | 137% | - | - | - | - | - |
| RWJ NYSE ARCA Invesco S&P SmallCap 600 |
-3.96% | -0.37% | 167% | - | - | - | - | - |
Performance Comparison: DFAT vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for DFAT
| Total Return (including Dividends) | DFAT | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -3.66% | 0.40% | 0.40% |
| 3 Months | -10.05% | -4.90% | -4.90% |
| 12 Months | -1.32% | 13.65% | 13.65% |
| 5 Years | 16.92% | 114.96% | 114.96% |
| Trend Score (consistency of price movement) | DFAT | SPY | S&P 500 |
| 1 Month | 77.7% | 74.8% | 74.8% |
| 3 Months | -87.8% | -84.7% | -84.7% |
| 12 Months | 10.3% | 53.5% | 53.5% |
| 5 Years | 77.8% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #27 | -4.04% | -4.04% |
| 3 Month | #38 | -5.42% | -5.42% |
| 12 Month | #33 | -13.2% | -13.2% |
| 5 Years | #37 | -17.1% | -17.1% |
FAQs
Does DFAT Dimensional U.S. outperforms the market?
No,
over the last 12 months DFAT made -1.32%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.65%.
Over the last 3 months DFAT made -10.05%, while SPY made -4.90%.
Over the last 3 months DFAT made -10.05%, while SPY made -4.90%.
Performance Comparison DFAT vs Indeces and Sectors
DFAT vs. Indices DFAT is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.11% | -4.06% | -7.53% | -15.0% |
| US NASDAQ 100 | QQQ | -0.40% | -6.32% | -8.32% | -16.5% |
| US Dow Jones Industrial 30 | DIA | 0.04% | -1.58% | -7.0% | -11.1% |
| German DAX 40 | DAX | -0.67% | -6.69% | -27.7% | -29.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.27% | -3.43% | -3.56% | -6.67% |
| Hongkong Hang Seng | HSI | -0.57% | -3.72% | -7.91% | -11.9% |
| India NIFTY 50 | INDA | 1.03% | -8.22% | -7.43% | -3.81% |
| Brasil Bovespa | EWZ | 2.37% | -7.41% | -9.50% | 6.45% |
DFAT vs. Sectors DFAT is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.20% | -4.25% | -13.8% | -25.5% |
| Consumer Discretionary | XLY | 1.10% | -2.74% | -8.92% | -16.3% |
| Consumer Staples | XLP | 2.15% | -3.67% | -10.2% | -11.9% |
| Energy | XLE | 3.54% | 9.25% | -0.44% | 7.20% |
| Financial | XLF | -0.58% | -2.86% | -15.8% | -26.2% |
| Health Care | XLV | 2.69% | 0.34% | -2.61% | -1.52% |
| Industrial | XLI | -1.28% | -4.81% | -8.78% | -13.3% |
| Materials | XLB | 0.24% | -1.27% | 0.87% | 1.00% |
| Real Estate | XLRE | -0.41% | -3.30% | -6.11% | -19.4% |
| Technology | XLK | -0.86% | -7.04% | -4.57% | -12.0% |
| Utilities | XLU | 1.07% | -4.08% | -12.3% | -22.4% |
| Aerospace & Defense | XAR | -1.35% | -11.3% | -22.1% | -30.2% |
| Biotech | XBI | -1.01% | -7.27% | 8.41% | 4.02% |
| Homebuilder | XHB | -0.84% | -2.06% | 8.21% | 4.06% |
| Retail | XRT | -0.03% | -2.47% | -1.01% | -0.27% |