(DFSI) Dimensional - Performance 13.9% in 12m
Compare DFSI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
59.37%
#24 in Peer-Group
Rel. Strength
70.55%
#2344 in Stock-Universe
Total Return 12m
13.91%
#15 in Peer-Group
Total Return 5y
58.29%
#45 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 37.43 USD |
| 52 Week Low | 31.57 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 92.26 |
| Buy/Sell Signal +-5 | -0.54 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: DFSI (13.9%) vs VT (12.8%)
5y Drawdown (Underwater) Chart
Top Performer in Foreign Large Blend
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 |
|---|---|---|---|---|---|---|---|---|
| DBEF NYSE ARCA Xtrackers MSCI EAFE Hedged |
9.95% | 8.16% | 104% | - | - | - | - | - |
| HEFA BATS iShares Currency Hedged |
9.96% | 8.39% | 103% | - | - | - | - | - |
| IDMO NYSE ARCA Invesco S&P International |
9.85% | 19.8% | 118% | - | - | - | - | - |
| HAWX NYSE ARCA iShares Currency Hedged |
9.59% | 10.7% | 89.6% | - | - | - | - | - |
| DBAW NYSE ARCA Xtrackers MSCI All World ex |
8.44% | 9.29% | 84.7% | - | - | - | - | - |
| HFXI NYSE ARCA IQ 50 Percent Hedged FTSE |
8.66% | 8.67% | 90.7% | - | - | - | - | - |
| MFDX NYSE ARCA PIMCO RAFI Dynamic |
7.07% | 13.9% | 89.3% | - | - | - | - | - |
| AVDE NYSE ARCA Avantis International |
8.34% | 13.4% | 93.3% | - | - | - | - | - |
Performance Comparison: DFSI vs VT vs S&P 500
VT (Vanguard Total World Stock ETF) is the Sector Benchmark for DFSI
| Total Return (including Dividends) | DFSI | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 7.96% | 9.07% | 8.85% |
| 3 Months | 6.38% | -0.51% | -3.46% |
| 12 Months | 13.91% | 12.81% | 14.09% |
| 5 Years | 58.29% | 98.63% | 120.47% |
| Trend Score (consistency of price movement) | DFSI | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 96.5% | 93.1% | 92.5% |
| 3 Months | 42.6% | -46.2% | -60% |
| 12 Months | 57.1% | 56.4% | 48.5% |
| 5 Years | 91.8% | 72.5% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #13 | -1.01% | -0.82% |
| 3 Month | #25 | 6.93% | 10.20% |
| 12 Month | #21 | 0.98% | -0.16% |
| 5 Years | #11 | 1.04% | -2.40% |
FAQs
Does Dimensional (DFSI) outperform the market?
Yes,
over the last 12 months DFSI made 13.91%, while its related Sector, the Vanguard Total World Stock (VT) made 12.81%.
Over the last 3 months DFSI made 6.38%, while VT made -0.51%.
Performance Comparison DFSI vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
DFSI vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -4.6% | -0.9% | 14.5% | -0% |
| US NASDAQ 100 | QQQ | -6.7% | -4.7% | 12.4% | -3% |
| German DAX 40 | DAX | -1.2% | -4.7% | -10.7% | -12% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.7% | 2.7% | 16.7% | 5% |
| Hongkong Hang Seng | HSI | -2.2% | -6.2% | 3.3% | 4% |
| India NIFTY 50 | INDA | -0.2% | 2.1% | 11.2% | 9% |
| Brasil Bovespa | EWZ | -6.1% | -5.3% | 5.7% | 18% |
DFSI vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.2% | -1.1% | 9.7% | -10% |
| Consumer Discretionary | XLY | -8.6% | -5.2% | 14.3% | -8% |
| Consumer Staples | XLP | 2.1% | 10.1% | 13.2% | 8% |
| Energy | XLE | -6.1% | -0.4% | 21.1% | 19% |
| Financial | XLF | -3.5% | -0.4% | 9.9% | -11% |
| Health Care | XLV | 2.2% | 12.8% | 22.8% | 21% |
| Industrial | XLI | -5.5% | -3.3% | 13.2% | -1% |
| Materials | XLB | -2.5% | 2.3% | 19.5% | 18% |
| Real Estate | XLRE | 1.6% | 4.7% | 16.9% | 2% |
| Technology | XLK | -8.5% | -8.3% | 14.2% | 0% |
| Utilities | XLU | 1.5% | 5.4% | 10.1% | -1% |
| Aerospace & Defense | XAR | -3.9% | -3.7% | 6.1% | -16% |
| Biotech | XBI | -0.1% | 6.6% | 35.8% | 28% |
| Homebuilder | XHB | -6.2% | -2.3% | 26% | 18% |
| Retail | XRT | -6.6% | -3.7% | 18.9% | 15% |
DFSI vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -7.3% | 3.56% | 15.0% | 23% |
| Natural Gas | UNG | -4.3% | 4.1% | -15.6% | 9% |
| Gold | GLD | 5.5% | 6.9% | -12.7% | -25% |
| Silver | SLV | 1.3% | 6.1% | 5% | -2% |
| Copper | CPER | 1.2% | 7.9% | -1.3% | 14% |
DFSI vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 2.3% | 9.5% | 15.7% | 15% |
| iShares High Yield Corp. Bond | HYG | -0.9% | 4.4% | 10.4% | 4% |