(DFAU) Dimensional US Core - Performance 10.5% in 12m
DFAU performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
61.91%
#104 in Peer-Group
Rel. Strength
58.84%
#3134 in Stock-Universe
Total Return 12m
10.51%
#102 in Peer-Group
Total Return 5y
74.50%
#109 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 42.21 USD |
| 52 Week Low | 34.04 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 57.11 |
| Buy/Sell Signal +-5 | -0.74 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: DFAU (10.5%) vs SPY (11.5%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
2.24% | 22.8% | 163% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
3.09% | 9.88% | 152% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
1.76% | 8.47% | 150% | - | - | - | - | - |
| FCPI BATS Fidelity Stocks Inflation |
1.19% | 13.9% | 118% | - | - | - | - | - |
| USMC NASDAQ Principal U.S. Mega-Cap |
1.83% | 14.5% | 122% | - | - | - | - | - |
| LGLV NYSE ARCA SPDR SSGA US Large Cap Low |
0.87% | 15.9% | 85.6% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
0.22% | 13.1% | 110% | - | - | - | - | - |
| SPHQ NYSE ARCA Invesco SP500 Quality |
0.84% | 10.4% | 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 | 1.31% | 1.73% | 1.73% |
| 3 Months | 8.31% | 8.59% | 8.59% |
| 12 Months | 10.51% | 11.46% | 11.46% |
| 5 Years | 74.50% | 109.12% | 109.12% |
| Trend Score (consistency of price movement) | DFAU | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 68.5% | 69.9% | 69.9% |
| 3 Months | 67.2% | 69.3% | 69.3% |
| 12 Months | 36.5% | 43.2% | 43.2% |
| 5 Years | 77.6% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #105 | -0.41% | -0.41% |
| 3 Month | #86 | -0.26% | -0.26% |
| 12 Month | #103 | -0.85% | -0.85% |
| 5 Years | #80 | -2.36% | -2.36% |
FAQs
Does Dimensional US Core (DFAU) outperform the market?
No,
over the last 12 months DFAU made 10.51%, while its related Sector, the SPDR SP500 Trust (SPY) made 11.46%.
Over the last 3 months DFAU made 8.31%, while SPY made 8.59%.
Performance Comparison DFAU vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
DFAU vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.2% | -0.4% | -1.3% | -1% |
| US NASDAQ 100 | QQQ | 0% | -0.9% | -1.5% | -1% |
| German DAX 40 | DAX | 2.7% | 2% | -16.6% | -18% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.2% | 2.2% | -1.7% | -2% |
| Hongkong Hang Seng | HSI | -1.6% | -4.4% | -18.2% | -16% |
| India NIFTY 50 | INDA | 1% | 1.3% | 0.2% | 11% |
| Brasil Bovespa | EWZ | -2.1% | 2% | -18.5% | 3% |
DFAU vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.5% | -1.1% | -4% | -13% |
| Consumer Discretionary | XLY | -0.4% | 3% | 7.8% | -8% |
| Consumer Staples | XLP | 0.3% | 0% | -1.8% | 2% |
| Energy | XLE | -6.2% | -1.4% | -2.2% | 8% |
| Financial | XLF | 2% | 3.5% | -3.5% | -14% |
| Health Care | XLV | -1.9% | -1.9% | 0.8% | 16% |
| Industrial | XLI | 1% | 0.3% | -6.5% | -8% |
| Materials | XLB | -0.1% | -0.2% | -0.8% | 11% |
| Real Estate | XLRE | -0.6% | -0.6% | -1.3% | -2% |
| Technology | XLK | -0.9% | -1.5% | -2.2% | 4% |
| Utilities | XLU | -0.8% | -0.9% | -8.3% | -9% |
| Aerospace & Defense | XAR | -0.3% | -6.8% | -19.9% | -31% |
| Biotech | XBI | 0.2% | -6.5% | 8.6% | 21% |
| Homebuilder | XHB | 0.4% | 8.2% | 15.4% | 21% |
| Retail | XRT | 3.2% | 0.2% | 6.8% | 10% |
DFAU vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -12.9% | -14.0% | -9.95% | 5% |
| Natural Gas | UNG | 4.2% | 11.4% | -16.8% | 29% |
| Gold | GLD | -4.2% | -4.3% | -31.3% | -38% |
| Silver | SLV | -1.4% | -8.9% | -20.7% | -14% |
| Copper | CPER | 1% | 0.1% | -15.8% | 3% |
DFAU vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -1.7% | 0.4% | 0.3% | 15% |
| iShares High Yield Corp. Bond | HYG | -0.6% | 1% | -4.7% | 2% |