(DFAU) Dimensional US Core - Performance 9.8% in 12m
Compare DFAU with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
60.84%
#117 in Group
Rel. Strength
61.07%
#3108 in Universe
Total Return 12m
9.78%
#119 in Group
Total Return 5y
61.95%
#121 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
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12m Total Return: DFAU (9.8%) vs SPY (11.9%)
5y Drawdown (Underwater) Chart
Top Performers in 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 |
|---|---|---|---|---|---|---|---|---|
| SPMO NYSE ARCA Invesco SP500 Momentum |
2.2% | 25.4% | 154% | - | - | - | - | - |
| FCPI BATS Fidelity Stocks Inflation |
-1.59% | 14.5% | 119% | - | - | - | - | - |
| LGLV NYSE ARCA SPDR SSGA US Large Cap Low |
-1.88% | 16.8% | 96.5% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-0.67% | 13.6% | 115% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
-0.97% | 7.91% | 123% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
-0.78% | 8.11% | 121% | - | - | - | - | - |
| USMC NASDAQ Principal U.S. Mega-Cap |
0.11% | 16.3% | 115% | - | - | - | - | - |
| LRGF NYSE ARCA iShares U.S. Equity Factor |
-0.35% | 13.5% | 116% | - | - | - | - | - |
Performance Comparison: DFAU vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for DFAU
| Total Return (including Dividends) | DFAU | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -1.27% | -0.87% | -0.87% |
| 3 Months | -8.74% | -7.58% | -7.58% |
| 12 Months | 9.78% | 11.88% | 11.88% |
| 5 Years | 61.95% | 110.33% | 110.33% |
| Trend Score (consistency of price movement) | DFAU | SPY | S&P 500 |
| 1 Month | 22.2% | 23% | 23% |
| 3 Months | -89.1% | -88.5% | -88.5% |
| 12 Months | 51.1% | 55.1% | 55.1% |
| 5 Years | 75.9% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #121 | -0.41% | -0.41% |
| 3 Month | #157 | -1.26% | -1.26% |
| 12 Month | #124 | -1.87% | -1.87% |
| 5 Years | #99 | -2.44% | -2.44% |
FAQs
Does DFAU Dimensional US Core outperforms the market?
No,
over the last 12 months DFAU made 9.78%, while its related Sector, the SPDR SP500 Trust (SPY) made 11.88%.
Over the last 3 months DFAU made -8.74%, while SPY made -7.58%.
Over the last 3 months DFAU made -8.74%, while SPY made -7.58%.
Performance Comparison DFAU vs Indeces and Sectors
DFAU vs. Indices DFAU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.25% | -0.40% | -1.19% | -2.10% |
| US NASDAQ 100 | QQQ | -1.28% | -2.67% | -1.62% | -2.89% |
| US Dow Jones Industrial 30 | DIA | 0.69% | 1.91% | -1.10% | 0.58% |
| German DAX 40 | DAX | 0.98% | -2.59% | -20.7% | -14.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.71% | 1.55% | 1.80% | 3.82% |
| Hongkong Hang Seng | HSI | 0.74% | -1.33% | -3.11% | -4.11% |
| India NIFTY 50 | INDA | 2.59% | -5.33% | -1.48% | 6.71% |
| Brasil Bovespa | EWZ | 0.55% | -5.87% | -4.89% | 15.6% |
DFAU vs. Sectors DFAU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.50% | -0.22% | -7.32% | -14.2% |
| Consumer Discretionary | XLY | -0.33% | -1.17% | -3.70% | -3.54% |
| Consumer Staples | XLP | 3.25% | -1.47% | -6.50% | -1.42% |
| Energy | XLE | 4.23% | 12.6% | 4.60% | 20.9% |
| Financial | XLF | 1.14% | 0.84% | -8.79% | -12.9% |
| Health Care | XLV | -0.17% | 2.52% | 0.50% | 8.06% |
| Industrial | XLI | -0.67% | -1.38% | -1.90% | 0.19% |
| Materials | XLB | 0.36% | 1.16% | 6.22% | 13.3% |
| Real Estate | XLRE | 1.27% | 0.04% | -0.30% | -8.31% |
| Technology | XLK | -2.70% | -2.96% | 2.15% | 2.05% |
| Utilities | XLU | 2.59% | -1.33% | -3.31% | -12.1% |
| Aerospace & Defense | XAR | -1.20% | -7.66% | -14.7% | -16.8% |
| Biotech | XBI | -1.55% | -3.55% | 11.5% | 11.6% |
| Homebuilder | XHB | 0.44% | 1.0% | 13.6% | 16.8% |
| Retail | XRT | 1.32% | -0.71% | 4.38% | 12.5% |