(DFIV) Dimensional - Performance 20.7% in 12m
DFIV performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
60.88%
#32 in Peer-Group
Rel. Strength
71.00%
#2165 in Stock-Universe
Total Return 12m
20.69%
#18 in Peer-Group
Total Return 5y
46.02%
#39 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 43.21 USD |
| 52 Week Low | 33.99 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 38.86 |
| Buy/Sell Signal +-5 | -1.64 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: DFIV (20.7%) vs DIA (9.2%)
5y Drawdown (Underwater) Chart
Top Performer in Foreign Large 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 |
|---|---|---|---|---|---|---|---|---|
| LVHI BATS Franklin International Low |
-0.81% | 15.1% | 95.1% | - | - | - | - | - |
| DDWM BATS WisdomTree Dynamic Currency |
-0.58% | 17.2% | 84.4% | - | - | - | - | - |
| IVLU NYSE ARCA iShares Edge MSCI Intl |
-0.44% | 21.5% | 93.4% | - | - | - | - | - |
| VYMI NASDAQ Vanguard International High |
-1.42% | 17.3% | 85.5% | - | - | - | - | - |
| EFV BATS iShares MSCI EAFE Value |
-0.75% | 21% | 86.3% | - | - | - | - | - |
| PID NASDAQ Invesco International |
0.44% | 18.6% | 93.4% | - | - | - | - | - |
| PXF NYSE ARCA Invesco FTSE RAFI Developed |
0.7% | 18.5% | 89% | - | - | - | - | - |
| DTH NYSE ARCA WisdomTree International |
0.77% | 21.9% | 75.2% | - | - | - | - | - |
Performance Comparison: DFIV vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for DFIV
| Total Return (including Dividends) | DFIV | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | 0.83% | -1.22% | 0.24% |
| 3 Months | 5.29% | 0.71% | 5.41% |
| 12 Months | 20.69% | 9.24% | 10.03% |
| 5 Years | 46.02% | 76.89% | 104.87% |
| Trend Score (consistency of price movement) | DFIV | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | 72.7% | 44.5% | 78.8% |
| 3 Months | 88.8% | 56.9% | 79.5% |
| 12 Months | 70.9% | 39.4% | 43% |
| 5 Years | 88.5% | 86.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #16 | 2.08% | 0.59% |
| 3 Month | #25 | 4.55% | -0.11% |
| 12 Month | #18 | 10.48% | 9.69% |
| 5 Years | #4 | 13.05% | 4.00% |
FAQs
Does Dimensional (DFIV) outperform the market?
Yes,
over the last 12 months DFIV made 20.69%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 9.24%.
Over the last 3 months DFIV made 5.29%, while DIA made 0.71%.
Performance Comparison DFIV vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
DFIV vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.7% | 0.6% | 20.9% | 11% |
| US NASDAQ 100 | QQQ | -1.2% | -0.4% | 19.9% | 11% |
| German DAX 40 | DAX | -0.5% | 3.7% | 4.9% | -7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1% | 1.9% | 21.9% | 7% |
| Hongkong Hang Seng | HSI | 0.5% | -1.2% | 4.6% | -5% |
| India NIFTY 50 | INDA | -0.9% | 1.1% | 20.9% | 22% |
| Brasil Bovespa | EWZ | -1.3% | 0.7% | -0.3% | 12% |
DFIV vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.4% | -0.4% | 16.2% | -3% |
| Consumer Discretionary | XLY | -0.7% | 3.3% | 29.3% | 3% |
| Consumer Staples | XLP | -1.2% | 2.7% | 19.1% | 14% |
| Energy | XLE | -2.2% | -5.6% | 14.3% | 19% |
| Financial | XLF | -2% | 2.7% | 17.1% | -3% |
| Health Care | XLV | 1.4% | 2.4% | 24.9% | 29% |
| Industrial | XLI | -1% | 1.8% | 14.5% | 3% |
| Materials | XLB | -0.1% | 1.6% | 19.8% | 22% |
| Real Estate | XLRE | -1% | 1% | 17.5% | 8% |
| Technology | XLK | -1.7% | -2.1% | 19.5% | 15% |
| Utilities | XLU | -0.4% | 3.2% | 14.5% | 1% |
| Aerospace & Defense | XAR | -1.6% | -4.5% | 1.8% | -22% |
| Biotech | XBI | 0.3% | -0.4% | 31.5% | 29% |
| Homebuilder | XHB | -1.8% | 4.7% | 31.9% | 28% |
| Retail | XRT | -3.4% | 0.2% | 26% | 17% |
DFIV vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -4.8% | -20.2% | 8.06% | 16% |
| Natural Gas | UNG | -9.1% | -3.1% | 10.5% | 28% |
| Gold | GLD | 0.8% | -1.3% | -6.3% | -21% |
| Silver | SLV | -0.4% | -7.8% | 0.2% | 4% |
| Copper | CPER | -2.9% | -2.8% | 3.5% | 13% |
DFIV vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -1.4% | -0.8% | 22.1% | 25% |
| iShares High Yield Corp. Bond | HYG | -1.7% | -0.2% | 17.8% | 11% |