(DFSB) Dimensional Trust - Performance 3.2% in 12m
Compare DFSB with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
47.80%
#1 in Peer-Group
Rel. Strength
49.40%
#3851 in Stock-Universe
Total Return 12m
3.16%
#11 in Peer-Group
Total Return 5y
11.54%
#1 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 52.01 USD |
| 52 Week Low | 48.91 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 14.80 |
| Buy/Sell Signal +-5 | -0.38 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: DFSB (3.2%) vs TLT (-4.5%)
5y Drawdown (Underwater) Chart
Top Performer in Global Bond-USD Hedged
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 |
|---|---|---|---|---|---|---|---|---|
| DFSB NYSE ARCA Dimensional Trust |
0.11% | 3.16% | 11.5% | - | - | - | - | - |
| DFGX NASDAQ Dimensional Global ex US |
-0.41% | 3.38% | 8.8% | - | - | - | - | - |
| DFGP NASDAQ Dimensional Global Core |
0.22% | 3.93% | 10.7% | - | - | - | - | - |
| DGCB NASDAQ Dimensional Global Credit |
0.46% | 3.95% | 10.8% | - | - | - | - | - |
| IAGG BATS iShares Core International |
-0.14% | 5.58% | 2.88% | - | - | - | - | - |
| FLIA BATS Franklin Liberty |
-0.34% | 3.64% | 1.13% | - | - | - | - | - |
| BNDX NASDAQ Vanguard Total |
-0.52% | 4.52% | -0.58% | - | - | - | - | - |
| BGRN NASDAQ iShares USD Green Bond |
0.53% | 4.46% | -1.14% | - | - | - | - | - |
Performance Comparison: DFSB vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for DFSB
| Total Return (including Dividends) | DFSB | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 0.11% | -2.00% | 13.42% |
| 3 Months | -0.72% | -5.31% | -2.55% |
| 12 Months | 3.16% | -4.48% | 11.09% |
| 5 Years | 11.54% | -41.11% | 109.60% |
| Trend Score (consistency of price movement) | DFSB | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | -54.5% | -83.5% | 93.5% |
| 3 Months | -12.5% | -75.3% | -14.5% |
| 12 Months | 51.4% | -41.9% | 46.8% |
| 5 Years | 89% | -89.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #4 | 2.15% | -11.74% |
| 3 Month | #10 | 4.86% | 1.89% |
| 12 Month | #10 | 8.00% | -7.14% |
| 5 Years | #6 | 22.70% | -26.96% |
FAQs
Does Dimensional Trust (DFSB) outperform the market?
Yes,
over the last 12 months DFSB made 3.16%, while its related Sector, the iShares 20+ Year Treasury (TLT) made -4.48%.
Over the last 3 months DFSB made -0.72%, while TLT made -5.31%.
Performance Comparison DFSB vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
DFSB vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.6% | -13.3% | 1.6% | -8% |
| US NASDAQ 100 | QQQ | 0.9% | -18.3% | -1.5% | -10% |
| German DAX 40 | DAX | -2.7% | -12.9% | -25.1% | -25% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.4% | -5% | 0.9% | -6% |
| Hongkong Hang Seng | HSI | 0.2% | -14.8% | -11% | -8% |
| India NIFTY 50 | INDA | -0.3% | -1.8% | -1.9% | 1% |
| Brasil Bovespa | EWZ | 1.7% | -9.7% | -7.1% | 8% |
DFSB vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.4% | -14.3% | -4% | -20% |
| Consumer Discretionary | XLY | 1.8% | -17.2% | 1.5% | -16% |
| Consumer Staples | XLP | -2.9% | -0.6% | -1.6% | -4% |
| Energy | XLE | 3.5% | -3.3% | 14.6% | 13% |
| Financial | XLF | 1.1% | -10.1% | -0.6% | -18% |
| Health Care | XLV | -2.4% | 0.9% | 8.3% | 12% |
| Industrial | XLI | -0.7% | -15.3% | -0.8% | -11% |
| Materials | XLB | -1% | -8% | 7.6% | 8% |
| Real Estate | XLRE | -0.3% | -2.8% | 5.7% | -6% |
| Technology | XLK | 1.9% | -21.9% | 1.9% | -4% |
| Utilities | XLU | -2.7% | -6.9% | -0.3% | -12% |
| Aerospace & Defense | XAR | -0.9% | -16.1% | -8.7% | -25% |
| Biotech | XBI | -4.1% | -5% | 16.3% | 16% |
| Homebuilder | XHB | 2.9% | -7.5% | 19% | 13% |
| Retail | XRT | -0% | -13% | 5.5% | 3% |
DFSB vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 1.4% | 1.61% | 8.09% | 14% |
| Natural Gas | UNG | 2.5% | -5.5% | -11.3% | 16% |
| Gold | GLD | -4.5% | 3.2% | -23.6% | -33% |
| Silver | SLV | -4.5% | -2.3% | -8.4% | -1% |
| Copper | CPER | -0.9% | 2.1% | -12.4% | 10% |
DFSB vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 1.4% | 2.1% | 5.5% | 8% |
| iShares High Yield Corp. Bond | HYG | 0.3% | -2.4% | -1.6% | -5% |