(DFSU) Dimensional US - Performance 9.7% in 12m
Compare DFSU with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
55.82%
#127 in Group
Rel. Strength
60.68%
#3139 in Universe
Total Return 12m
9.67%
#123 in Group
Total Return 5y
46.28%
#133 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: DFSU (9.7%) vs SPY (11.9%)
5y Drawdown (Underwater) Chart
Top Performers in 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 |
|---|---|---|---|---|---|---|---|---|
| SPMO NYSE ARCA Invesco SP500 Momentum |
2.2% | 25.4% | 154% | - | - | - | - | - |
| FCPI BATS Fidelity Stocks Inflation |
-1.59% | 14.5% | 119% | - | - | - | - | - |
| LGLV NYSE ARCA SPDR SSGA US Large Cap Low |
-1.88% | 16.8% | 96.5% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-0.67% | 13.6% | 115% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
-0.97% | 7.91% | 123% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
-0.78% | 8.11% | 121% | - | - | - | - | - |
| USMC NASDAQ Principal U.S. Mega-Cap |
0.11% | 16.3% | 115% | - | - | - | - | - |
| LRGF NYSE ARCA iShares U.S. Equity Factor |
-0.35% | 13.5% | 116% | - | - | - | - | - |
Performance Comparison: DFSU vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for DFSU
| Total Return (including Dividends) | DFSU | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -1.14% | -0.87% | -0.87% |
| 3 Months | -9.50% | -7.58% | -7.58% |
| 12 Months | 9.67% | 11.88% | 11.88% |
| 5 Years | 46.28% | 110.33% | 110.33% |
| Trend Score (consistency of price movement) | DFSU | SPY | S&P 500 |
| 1 Month | 23.2% | 23% | 23% |
| 3 Months | -89.7% | -88.5% | -88.5% |
| 12 Months | 50.3% | 55.1% | 55.1% |
| 5 Years | 94.8% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #113 | -0.28% | -0.28% |
| 3 Month | #181 | -2.07% | -2.07% |
| 12 Month | #129 | -1.98% | -1.98% |
| 5 Years | #128 | -4.56% | -4.56% |
FAQs
Does DFSU Dimensional US outperforms the market?
No,
over the last 12 months DFSU made 9.67%, while its related Sector, the SPDR SP500 Trust (SPY) made 11.88%.
Over the last 3 months DFSU made -9.50%, while SPY made -7.58%.
Over the last 3 months DFSU made -9.50%, while SPY made -7.58%.
Performance Comparison DFSU vs Indeces and Sectors
DFSU vs. Indices DFSU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.12% | -0.27% | -1.69% | -2.21% |
| US NASDAQ 100 | QQQ | -1.15% | -2.54% | -2.12% | -3.0% |
| US Dow Jones Industrial 30 | DIA | 0.82% | 2.04% | -1.60% | 0.47% |
| German DAX 40 | DAX | 1.11% | -2.46% | -21.2% | -15.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.84% | 1.68% | 1.30% | 3.71% |
| Hongkong Hang Seng | HSI | 0.87% | -1.20% | -3.61% | -4.22% |
| India NIFTY 50 | INDA | 2.72% | -5.20% | -1.98% | 6.60% |
| Brasil Bovespa | EWZ | 0.68% | -5.74% | -5.39% | 15.5% |
DFSU vs. Sectors DFSU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.37% | -0.09% | -7.82% | -14.3% |
| Consumer Discretionary | XLY | -0.20% | -1.04% | -4.20% | -3.65% |
| Consumer Staples | XLP | 3.38% | -1.34% | -7.0% | -1.53% |
| Energy | XLE | 4.36% | 12.7% | 4.10% | 20.8% |
| Financial | XLF | 1.27% | 0.97% | -9.29% | -13.0% |
| Health Care | XLV | -0.04% | 2.65% | - | 7.95% |
| Industrial | XLI | -0.54% | -1.25% | -2.40% | 0.08% |
| Materials | XLB | 0.49% | 1.29% | 5.72% | 13.2% |
| Real Estate | XLRE | 1.40% | 0.17% | -0.80% | -8.42% |
| Technology | XLK | -2.57% | -2.83% | 1.65% | 1.94% |
| Utilities | XLU | 2.72% | -1.20% | -3.81% | -12.2% |
| Aerospace & Defense | XAR | -1.07% | -7.53% | -15.2% | -16.9% |
| Biotech | XBI | -1.42% | -3.42% | 11.0% | 11.5% |
| Homebuilder | XHB | 0.57% | 1.13% | 13.1% | 16.7% |
| Retail | XRT | 1.45% | -0.58% | 3.88% | 12.4% |