(DFSI) Dimensional - Performance 22.1% in 12m
DFSI performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
62.84%
#17 in Peer-Group
Rel. Strength
69.31%
#2280 in Stock-Universe
Total Return 12m
22.05%
#15 in Peer-Group
Total Return 5y
68.32%
#27 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 39.30 USD |
| 52 Week Low | 31.17 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 81.31 |
| Buy/Sell Signal +-5 | 1.25 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: DFSI (22.1%) vs VT (15.7%)
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 |
|---|---|---|---|---|---|---|---|---|
| HEFA BATS iShares Currency Hedged |
0.18% | 10.7% | 92.2% | - | - | - | - | - |
| DBEF NYSE ARCA Xtrackers MSCI EAFE Hedged |
0.26% | 10.7% | 90.9% | - | - | - | - | - |
| IDMO NYSE ARCA Invesco S&P International |
2.38% | 26.7% | 110% | - | - | - | - | - |
| HAWX NYSE ARCA iShares Currency Hedged |
1.64% | 13.4% | 78.1% | - | - | - | - | - |
| DBAW NYSE ARCA Xtrackers MSCI All World ex |
2.34% | 13.5% | 75% | - | - | - | - | - |
| IDVO NYSE ARCA Amplify International |
1.91% | 19.1% | 60.7% | - | - | - | - | - |
| HFXI NYSE ARCA IQ 50 Percent Hedged FTSE |
1.97% | 13.9% | 78.6% | - | - | - | - | - |
| SCHF NYSE ARCA Schwab International Equity |
2.33% | 18.2% | 91.7% | - | - | - | - | - |
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 | 2.51% | 3.82% | 4.33% |
| 3 Months | 12.02% | 9.10% | 8.76% |
| 12 Months | 22.05% | 15.65% | 13.95% |
| 5 Years | 68.32% | 90.69% | 116.91% |
| Trend Score (consistency of price movement) | DFSI | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 23.6% | 73.8% | 79.1% |
| 3 Months | 94.8% | 94% | 91.7% |
| 12 Months | 66.5% | 59.5% | 44% |
| 5 Years | 92.9% | 72.5% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th68.42 | -1.26% | -1.75% |
| 3 Month | %th92.11 | 2.68% | 3.01% |
| 12 Month | %th75.00 | 5.54% | 7.11% |
| 5 Years | %th85.53 | 2.18% | -1.25% |
FAQs
Does Dimensional (DFSI) outperform the market?
Yes,
over the last 12 months DFSI made 22.05%, while its related Sector, the Vanguard Total World Stock (VT) made 15.65%.
Over the last 3 months DFSI made 12.02%, while VT made 9.10%.
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 | 0.3% | -1.8% | 16.6% | 8% |
| US NASDAQ 100 | QQQ | -0.4% | -2.8% | 15.4% | 8% |
| German DAX 40 | DAX | 0.9% | 3.3% | 0.7% | -9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.5% | -0.4% | 19.4% | 5% |
| Hongkong Hang Seng | HSI | -1% | -4.9% | -0.8% | -14% |
| India NIFTY 50 | INDA | 0.1% | 0.1% | 15.4% | 21% |
| Brasil Bovespa | EWZ | 2.1% | 0.1% | -6.5% | 14% |
DFSI vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.2% | -3.5% | 10.3% | -4% |
| Consumer Discretionary | XLY | -0.2% | 1.5% | 24.9% | 2% |
| Consumer Staples | XLP | 3.7% | 4% | 17.7% | 15% |
| Energy | XLE | 7.1% | -1.5% | 18.1% | 25% |
| Financial | XLF | 0.3% | 0.2% | 13.3% | -7% |
| Health Care | XLV | 2.3% | 0.7% | 23.3% | 29% |
| Industrial | XLI | 0.3% | -0.2% | 9.7% | -0% |
| Materials | XLB | 1.5% | 1.2% | 16.1% | 21% |
| Real Estate | XLRE | 4.6% | 2.1% | 17.6% | 11% |
| Technology | XLK | -0.7% | -5.7% | 14.6% | 11% |
| Utilities | XLU | 2.4% | 2.2% | 12.1% | 1% |
| Aerospace & Defense | XAR | -1.9% | -6.5% | -3.8% | -28% |
| Biotech | XBI | 3% | -2.2% | 29.7% | 33% |
| Homebuilder | XHB | -0.3% | 0.6% | 26.3% | 24% |
| Retail | XRT | 3.1% | 1% | 24.3% | 17% |
DFSI vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 15.6% | -6.41% | 21.3% | 30% |
| Natural Gas | UNG | 10.1% | 5.6% | 15.6% | 30% |
| Gold | GLD | 6.6% | 3.6% | -4.2% | -18% |
| Silver | SLV | 4.1% | -5.4% | -1.4% | -1% |
| Copper | CPER | -0.8% | -4.3% | -2.3% | 4% |
DFSI vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 2.7% | 0.2% | 18.4% | 25% |
| iShares High Yield Corp. Bond | HYG | 3.1% | 0.9% | 15.8% | 12% |