DFAW Performance & Benchmarks - 13.2% in 12m
The Total Return for 3m is 10.5%, for 6m 6.2% and YTD 8.3%. Compare with Peer-Group: Global Large-Stock Blend
Performance Rating
54.54%
#22 in Peer-Group
Rel. Strength
62.27%
#2901 in Stock-Universe
Total Return 12m
13.24%
#25 in Peer-Group
Total Return 5y
39.58%
#22 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 69.08 USD |
| 52 Week Low | 53.98 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 16.80 |
| Buy/Sell Signal +-5 | -0.53 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: DFAW (13.2%) vs SPY (15.9%)
5y Drawdown (Underwater) Chart
Top Performer in Global Large-Stock Blend
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| DFAW | -2.82% | -0.27% | 10.5% |
| IOO | -2.46% | 1.94% | 13.8% |
| SPGM | -2.61% | 0.12% | 11.1% |
| VT | -2.70% | -0.09% | 10.3% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| DFAW | 6.19% | 13.2% | 39.6% |
| DWLD | 9.33% | 25.9% | 71.0% |
| IOO | 9.22% | 17.3% | 111% |
| SPGM | 7.74% | 16.0% | 81.7% |
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 |
|---|---|---|---|---|---|---|---|---|
| IOO NYSE ARCA iShares Global 100 |
1.94% | 17.3% | 111% | - | - | - | - | - |
| URTH NYSE ARCA iShares MSCI World |
-0.11% | 16.4% | 87.2% | - | - | - | - | - |
| SPGM NYSE ARCA SPDR Portfolio MSCI Global |
0.12% | 16% | 81.7% | - | - | - | - | - |
| ACWI NASDAQ iShares MSCI ACWI |
-0.16% | 16.4% | 78.3% | - | - | - | - | - |
| VT NYSE ARCA Vanguard Total World Stock |
-0.09% | 16.1% | 78.4% | - | - | - | - | - |
| AVGE NYSE ARCA Avantis All Equity Markets |
-0.45% | 12.6% | 63% | - | - | - | - | - |
| ACWV BATS iShares MSCI Global Min Vol |
-1.82% | 10.3% | 42.7% | - | - | - | - | - |
| GLOV BATS Goldman Sachs ActiveBeta(R) |
-1.05% | 15.5% | 38.5% | - | - | - | - | - |
Performance Comparison: DFAW vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for DFAW
| Total Return (including Dividends) | DFAW | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -0.27% | 0.66% | 0.66% |
| 3 Months | 10.51% | 11.66% | 11.66% |
| 12 Months | 13.24% | 15.92% | 15.92% |
| 5 Years | 39.58% | 103.09% | 103.09% |
| Trend Stabilty (consistency of price movement) | DFAW | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 42% | 66.4% | 66.4% |
| 3 Months | 95.5% | 96.6% | 96.6% |
| 12 Months | 51.9% | 50% | 50% |
| 5 Years | 89.6% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 67 %th | -0.92% | -0.92% |
| 3 Month | 82 %th | -1.02% | -1.02% |
| 12 Month | 51 %th | -2.31% | -2.31% |
| 5 Years | 77 %th | -6.50% | -6.50% |
FAQs
Does Dimensional Trust (DFAW) outperform the market?
No,
over the last 12 months DFAW made 13.24%, while its related Sector, the SPDR SP500 Trust (SPY) made 15.92%.
Over the last 3 months DFAW made 10.51%, while SPY made 11.66%.
Performance Comparison DFAW vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
DFAW vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.4% | -0.9% | 1.6% | -3% |
| US NASDAQ 100 | QQQ | -0.6% | -1.5% | -1% | -8% |
| German DAX 40 | DAX | 0.4% | 0.8% | -2.7% | -16% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.2% | -3% | -2.8% | -8% |
| Hongkong Hang Seng | HSI | -0.6% | -2.4% | -21.2% | -26% |
| India NIFTY 50 | INDA | -0.8% | 5.3% | 2.6% | 20% |
| Brasil Bovespa | EWZ | -1.7% | 7.2% | -0.8% | 9% |
DFAW vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.4% | 1.3% | 2.2% | -11% |
| Consumer Discretionary | XLY | 1.1% | 0.7% | 11.4% | -6% |
| Consumer Staples | XLP | -1.2% | 2% | 3.9% | 9% |
| Energy | XLE | -1.1% | -0.4% | 7.6% | 16% |
| Financial | XLF | 1% | 2.1% | 5.2% | -8% |
| Health Care | XLV | 1.1% | 3.8% | 16.5% | 25% |
| Industrial | XLI | 0.6% | -1.4% | -3.8% | -8% |
| Materials | XLB | 3.3% | 3.5% | 7.7% | 17% |
| Real Estate | XLRE | 0.7% | 0.7% | 4.8% | 11% |
| Technology | XLK | -0.9% | -2.7% | -7.1% | -10% |
| Utilities | XLU | -4.3% | -5% | -4.9% | -6% |
| Aerospace & Defense | XAR | -0% | -4.4% | -16.6% | -32% |
| Biotech | XBI | -0.9% | -3.7% | 12.2% | 26% |
| Homebuilder | XHB | -0.3% | -1.4% | 7.5% | 22% |
| Retail | XRT | 2% | 1.7% | 6.9% | 10% |
DFAW vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -6.3% | -5.04% | 6.65% | 12% |
| Natural Gas | UNG | -1.3% | 9.6% | 29% | 9% |
| Gold | GLD | -3.4% | -0.8% | -12.7% | -24% |
| Silver | SLV | 0.3% | -2.9% | -11% | -16% |
| Copper | CPER | 20.3% | 12.4% | 4.7% | 5% |
DFAW vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -4.4% | 0.1% | 4.8% | 17% |
| iShares High Yield Corp. Bond | HYG | -2.2% | -0% | 2.8% | 5% |