(DFLV) Dimensional Trust - Performance 3.2% in 12m
Compare DFLV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
44.61%
#112 in Group
Rel. Strength
46.90%
#4238 in Universe
Total Return 12m
3.15%
#124 in Group
Total Return 5y
22.43%
#110 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: DFLV (3.2%) vs DIA (9.2%)
5y Drawdown (Underwater) Chart
Top Performers in 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 |
|---|---|---|---|---|---|---|---|---|
| FNDX NYSE ARCA Schwab Fundamental U.S. |
-3.35% | 10.4% | 146% | - | - | - | - | - |
| FNDB NYSE ARCA Schwab Fundamental U.S. |
-3% | 9.93% | 139% | - | - | - | - | - |
| FDL NYSE ARCA First Trust Morningstar |
-5.29% | 16.4% | 113% | - | - | - | - | - |
| RWL NYSE ARCA Invesco SP500 Revenue |
-2.29% | 9.71% | 121% | - | - | - | - | - |
| FDVV NYSE ARCA Fidelity High Dividend |
-3.27% | 12% | 125% | - | - | - | - | - |
| EQL NYSE ARCA ALPS Equal Sector Weight |
-2.24% | 12.4% | 116% | - | - | - | - | - |
| SIXA NYSE ARCA 6 Meridian Mega Cap Equity |
0.19% | 19% | 101% | - | - | - | - | - |
| IUS NASDAQ Invesco RAFI Strategic US |
-2.9% | 7.46% | 125% | - | - | - | - | - |
Performance Comparison: DFLV vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for DFLV
| Total Return (including Dividends) | DFLV | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -4.87% | -3.18% | -0.87% |
| 3 Months | -6.80% | -8.41% | -7.58% |
| 12 Months | 3.15% | 9.20% | 11.88% |
| 5 Years | 22.43% | 87.63% | 110.33% |
| Trend Score (consistency of price movement) | DFLV | DIA | S&P 500 |
| 1 Month | 12.4% | -2.7% | 23% |
| 3 Months | -86.1% | -91.1% | -88.5% |
| 12 Months | 46.1% | 61.2% | 55.1% |
| 5 Years | 88.9% | 86.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #111 | -1.75% | -4.04% |
| 3 Month | #100 | 1.76% | 0.84% |
| 12 Month | #120 | -5.54% | -7.80% |
| 5 Years | #94 | -2.91% | -16.2% |
FAQs
Does DFLV Dimensional Trust outperforms the market?
No,
over the last 12 months DFLV made 3.15%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 9.20%.
Over the last 3 months DFLV made -6.80%, while DIA made -8.41%.
Over the last 3 months DFLV made -6.80%, while DIA made -8.41%.
Performance Comparison DFLV vs Indeces and Sectors
DFLV vs. Indices DFLV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.71% | -4.0% | -2.45% | -8.73% |
| US NASDAQ 100 | QQQ | -2.74% | -6.27% | -2.88% | -9.52% |
| US Dow Jones Industrial 30 | DIA | -0.77% | -1.69% | -2.36% | -6.05% |
| German DAX 40 | DAX | -0.48% | -6.19% | -22.0% | -21.5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.25% | -2.05% | 0.54% | -2.81% |
| Hongkong Hang Seng | HSI | -0.72% | -4.93% | -4.37% | -10.7% |
| India NIFTY 50 | INDA | 1.13% | -8.93% | -2.74% | 0.08% |
| Brasil Bovespa | EWZ | -0.91% | -9.47% | -6.15% | 8.97% |
DFLV vs. Sectors DFLV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.96% | -3.82% | -8.58% | -20.8% |
| Consumer Discretionary | XLY | -1.79% | -4.77% | -4.96% | -10.2% |
| Consumer Staples | XLP | 1.79% | -5.07% | -7.76% | -8.05% |
| Energy | XLE | 2.77% | 8.99% | 3.34% | 14.2% |
| Financial | XLF | -0.32% | -2.76% | -10.1% | -19.5% |
| Health Care | XLV | -1.63% | -1.08% | -0.76% | 1.43% |
| Industrial | XLI | -2.13% | -4.98% | -3.16% | -6.44% |
| Materials | XLB | -1.10% | -2.44% | 4.96% | 6.67% |
| Real Estate | XLRE | -0.19% | -3.56% | -1.56% | -14.9% |
| Technology | XLK | -4.16% | -6.56% | 0.89% | -4.58% |
| Utilities | XLU | 1.13% | -4.93% | -4.57% | -18.7% |
| Aerospace & Defense | XAR | -2.66% | -11.3% | -16.0% | -23.4% |
| Biotech | XBI | -3.01% | -7.15% | 10.2% | 4.98% |
| Homebuilder | XHB | -1.02% | -2.60% | 12.4% | 10.2% |
| Retail | XRT | -0.14% | -4.31% | 3.12% | 5.89% |