(DFSV) Dimensional Trust - Performance 2.3% in 12m
DFSV performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
22.67%
#42 in Peer-Group
Rel. Strength
43.74%
#4199 in Stock-Universe
Total Return 12m
2.32%
#35 in Peer-Group
Total Return 5y
20.66%
#42 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 33.63 USD |
| 52 Week Low | 24.21 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 57.14 |
| Buy/Sell Signal +-5 | -0.29 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: DFSV (2.3%) vs SPY (10%)
5y Drawdown (Underwater) Chart
Top Performer in Small 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 |
|---|---|---|---|---|---|---|---|---|
| REGL BATS ProShares S&P MidCap 400 |
-2.62% | 11.4% | 72.4% | - | - | - | - | - |
| IVOV NYSE ARCA Vanguard S&P Mid-Cap 400 |
-0.83% | 9.32% | 98.1% | - | - | - | - | - |
| MDYV NYSE ARCA SPDR S&P 400 Mid Cap Value |
-0.96% | 9.26% | 97.6% | - | - | - | - | - |
| IJJ NYSE ARCA iShares S&P Mid-Cap 400 |
-0.97% | 9.19% | 97.2% | - | - | - | - | - |
| AVUV NYSE ARCA Avantis U.S. Small Cap |
-0.7% | 2.35% | 137% | - | - | - | - | - |
| EZM NYSE ARCA WisdomTree U.S. MidCap |
-1.58% | 6.34% | 97.2% | - | - | - | - | - |
| RWJ NYSE ARCA Invesco S&P SmallCap 600 |
-0.33% | 5.69% | 143% | - | - | - | - | - |
| SDVY NASDAQ First Trust SMID Cap Rising |
-2.05% | 5% | 113% | - | - | - | - | - |
Performance Comparison: DFSV vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for DFSV
| Total Return (including Dividends) | DFSV | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -0.28% | 0.24% | 0.24% |
| 3 Months | 0.70% | 5.41% | 5.41% |
| 12 Months | 2.32% | 10.03% | 10.03% |
| 5 Years | 20.66% | 104.87% | 104.87% |
| Trend Score (consistency of price movement) | DFSV | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 77.8% | 78.8% | 78.8% |
| 3 Months | 49.6% | 79.5% | 79.5% |
| 12 Months | -29.3% | 43% | 43% |
| 5 Years | 81.6% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #11 | -0.52% | -0.52% |
| 3 Month | #22 | -4.47% | -4.47% |
| 12 Month | #36 | -7.01% | -7.01% |
| 5 Years | #34 | -17.03% | -17.03% |
FAQs
Does Dimensional Trust (DFSV) outperform the market?
No,
over the last 12 months DFSV made 2.32%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.03%.
Over the last 3 months DFSV made 0.70%, while SPY made 5.41%.
Performance Comparison DFSV vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
DFSV vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1% | -0.5% | -6.3% | -8% |
| US NASDAQ 100 | QQQ | 0.5% | -1.5% | -7.4% | -8% |
| German DAX 40 | DAX | 1.2% | 2.6% | -22.3% | -25% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.6% | 0.8% | -5.3% | -11% |
| Hongkong Hang Seng | HSI | 2.2% | -2.3% | -22.7% | -24% |
| India NIFTY 50 | INDA | 0.8% | 0% | -6.4% | 4% |
| Brasil Bovespa | EWZ | 0.3% | -0.4% | -27.5% | -6% |
DFSV vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.2% | -1.5% | -11% | -21% |
| Consumer Discretionary | XLY | 1% | 2.2% | 2.1% | -15% |
| Consumer Staples | XLP | 0.4% | 1.6% | -8.1% | -5% |
| Energy | XLE | -0.5% | -6.7% | -12.9% | 1% |
| Financial | XLF | -0.3% | 1.6% | -10.1% | -21% |
| Health Care | XLV | 3.1% | 1.3% | -2.4% | 10% |
| Industrial | XLI | 0.7% | 0.7% | -12.7% | -15% |
| Materials | XLB | 1.6% | 0.5% | -7.5% | 4% |
| Real Estate | XLRE | 0.6% | -0.2% | -9.8% | -10% |
| Technology | XLK | -0.1% | -3.2% | -7.8% | -4% |
| Utilities | XLU | 1.3% | 2.1% | -12.8% | -17% |
| Aerospace & Defense | XAR | 0.1% | -5.6% | -25.4% | -40% |
| Biotech | XBI | 2% | -1.5% | 4.3% | 11% |
| Homebuilder | XHB | -0.1% | 3.6% | 4.7% | 10% |
| Retail | XRT | -1.7% | -0.9% | -1.2% | -1% |
DFSV vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -3.1% | -21.3% | -19.2% | -2% |
| Natural Gas | UNG | -7.5% | -4.2% | -16.7% | 10% |
| Gold | GLD | 2.4% | -2.4% | -33.6% | -40% |
| Silver | SLV | 1.3% | -8.9% | -27% | -15% |
| Copper | CPER | -1.3% | -3.9% | -23.7% | -6% |
DFSV vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0.3% | -1.9% | -5.2% | 6% |
| iShares High Yield Corp. Bond | HYG | -0.1% | -1.3% | -9.5% | -7% |