(DFIV) Dimensional - Performance 15.5% in 12m
Compare DFIV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
54.62%
#32 in Group
Rel. Strength
70.15%
#2383 in Universe
Total Return 12m
15.49%
#27 in Group
Total Return 5y
38.30%
#41 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: DFIV (15.5%) vs DIA (9.2%)
5y Drawdown (Underwater) Chart
Top Performers 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 |
-1.02% | 14.5% | 105% | - | - | - | - | - |
| DDWM BATS WisdomTree Dynamic Currency |
3.02% | 15.7% | 95.6% | - | - | - | - | - |
| VYMI NASDAQ Vanguard International High |
2.74% | 17% | 102% | - | - | - | - | - |
| IVLU NYSE ARCA iShares Edge MSCI Intl |
2.94% | 17.1% | 108% | - | - | - | - | - |
| EFV BATS iShares MSCI EAFE Value |
3.43% | 19.3% | 104% | - | - | - | - | - |
| PID NASDAQ Invesco International |
3.41% | 15% | 99.3% | - | - | - | - | - |
| HDEF NYSE ARCA Xtrackers MSCI EAFE High |
3.39% | 19.8% | 87.4% | - | - | - | - | - |
| IDOG NYSE ARCA ALPS International Sector |
2.85% | 16.3% | 99% | - | - | - | - | - |
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 | 2.06% | -3.18% | -0.87% |
| 3 Months | 8.42% | -8.41% | -7.58% |
| 12 Months | 15.49% | 9.20% | 11.88% |
| 5 Years | 38.30% | 87.63% | 110.33% |
| Trend Score (consistency of price movement) | DFIV | DIA | S&P 500 |
| 1 Month | 63.9% | -2.7% | 23% |
| 3 Months | 37.2% | -91.1% | -88.5% |
| 12 Months | 55.8% | 61.2% | 55.1% |
| 5 Years | 87.1% | 86.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #44 | 5.41% | 2.95% |
| 3 Month | #28 | 18.4% | 17.3% |
| 12 Month | #26 | 5.76% | 3.23% |
| 5 Years | #4 | 11.2% | 5.56% |
FAQs
Does DFIV Dimensional outperforms the market?
Yes,
over the last 12 months DFIV made 15.49%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 9.20%.
Over the last 3 months DFIV made 8.42%, while DIA made -8.41%.
Over the last 3 months DFIV made 8.42%, while DIA made -8.41%.
Performance Comparison DFIV vs Indeces and Sectors
DFIV vs. Indices DFIV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.43% | 2.93% | 13.1% | 3.61% |
| US NASDAQ 100 | QQQ | -2.46% | 0.66% | 12.7% | 2.82% |
| US Dow Jones Industrial 30 | DIA | -0.49% | 5.24% | 13.2% | 6.29% |
| German DAX 40 | DAX | -0.20% | 0.74% | -6.39% | -9.19% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.53% | 4.88% | 16.1% | 9.53% |
| Hongkong Hang Seng | HSI | -0.44% | 2.0% | 11.2% | 1.60% |
| India NIFTY 50 | INDA | 1.41% | -2.00% | 12.8% | 12.4% |
| Brasil Bovespa | EWZ | -0.63% | -2.54% | 9.43% | 21.3% |
DFIV vs. Sectors DFIV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.68% | 3.11% | 7.0% | -8.47% |
| Consumer Discretionary | XLY | -1.51% | 2.16% | 10.6% | 2.17% |
| Consumer Staples | XLP | 2.07% | 1.86% | 7.82% | 4.29% |
| Energy | XLE | 3.05% | 15.9% | 18.9% | 26.6% |
| Financial | XLF | -0.04% | 4.17% | 5.53% | -7.20% |
| Health Care | XLV | -1.35% | 5.85% | 14.8% | 13.8% |
| Industrial | XLI | -1.85% | 1.95% | 12.4% | 5.90% |
| Materials | XLB | -0.82% | 4.49% | 20.5% | 19.0% |
| Real Estate | XLRE | 0.09% | 3.37% | 14.0% | -2.60% |
| Technology | XLK | -3.88% | 0.37% | 16.5% | 7.76% |
| Utilities | XLU | 1.41% | 2.0% | 11.0% | -6.34% |
| Aerospace & Defense | XAR | -2.38% | -4.33% | -0.40% | -11.1% |
| Biotech | XBI | -2.73% | -0.22% | 25.8% | 17.3% |
| Homebuilder | XHB | -0.74% | 4.33% | 27.9% | 22.5% |
| Retail | XRT | 0.14% | 2.62% | 18.7% | 18.2% |