(DFSV) Dimensional Trust - Performance -4% in 12m
Compare DFSV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
25.09%
#42 in Group
Rel. Strength
37.95%
#4951 in Universe
Total Return 12m
-3.97%
#35 in Group
Total Return 5y
12.24%
#46 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: DFSV (-4%) vs SPY (13%)
5y Drawdown (Underwater) Chart
Top Performers 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 |
-3.04% | 7.01% | 85.8% | - | - | - | - | - |
| IVOV NYSE ARCA Vanguard S&P Mid-Cap 400 |
-4.26% | 5.34% | 110% | - | - | - | - | - |
| XMVM NYSE ARCA Invesco S&P MidCap Value |
-2.85% | 3.69% | 127% | - | - | - | - | - |
| MDYV NYSE ARCA SPDR S&P 400 Mid Cap Value |
-4.36% | 5.16% | 109% | - | - | - | - | - |
| IJJ NYSE ARCA iShares S&P Mid-Cap 400 |
-4.31% | 5.23% | 109% | - | - | - | - | - |
| AVUV NYSE ARCA Avantis U.S. Small Cap |
-4.72% | -4.06% | 154% | - | - | - | - | - |
| RWJ NYSE ARCA Invesco S&P SmallCap 600 |
-4.46% | -0.73% | 161% | - | - | - | - | - |
| SDVY NASDAQ First Trust SMID Cap Rising |
-3.09% | 1.21% | 131% | - | - | - | - | - |
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 | -4.93% | -0.45% | -0.45% |
| 3 Months | -13.64% | -6.29% | -6.29% |
| 12 Months | -3.97% | 13.04% | 13.04% |
| 5 Years | 12.24% | 111.82% | 111.82% |
| Trend Score (consistency of price movement) | DFSV | SPY | S&P 500 |
| 1 Month | 50.1% | 47.5% | 47.5% |
| 3 Months | -89.2% | -87.3% | -87.3% |
| 12 Months | 6.40% | 54.3% | 54.3% |
| 5 Years | 82.3% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #39 | -4.51% | -4.51% |
| 3 Month | #43 | -7.84% | -7.84% |
| 12 Month | #38 | -15.0% | -15.0% |
| 5 Years | #36 | -17.9% | -17.9% |
FAQs
Does DFSV Dimensional Trust outperforms the market?
No,
over the last 12 months DFSV made -3.97%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.04%.
Over the last 3 months DFSV made -13.64%, while SPY made -6.29%.
Over the last 3 months DFSV made -13.64%, while SPY made -6.29%.
Performance Comparison DFSV vs Indeces and Sectors
DFSV vs. Indices DFSV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.62% | -4.48% | -9.64% | -17.0% |
| US NASDAQ 100 | QQQ | -2.54% | -6.83% | -10.4% | -18.9% |
| US Dow Jones Industrial 30 | DIA | -1.08% | -2.08% | -8.88% | -13.2% |
| German DAX 40 | DAX | -1.26% | -4.71% | -27.7% | -29.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.03% | -1.72% | -5.94% | -8.94% |
| Hongkong Hang Seng | HSI | -1.22% | -3.41% | -10.2% | -16.9% |
| India NIFTY 50 | INDA | 0.90% | -9.81% | -9.52% | -6.87% |
| Brasil Bovespa | EWZ | 0.01% | -7.76% | -15.3% | 2.77% |
DFSV vs. Sectors DFSV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.77% | -4.33% | -15.6% | -27.4% |
| Consumer Discretionary | XLY | -1.65% | -4.34% | -10.8% | -18.6% |
| Consumer Staples | XLP | 0.44% | -4.11% | -13.7% | -14.9% |
| Energy | XLE | 2.64% | 9.11% | -4.50% | 5.35% |
| Financial | XLF | -0.51% | -2.92% | -16.6% | -26.6% |
| Health Care | XLV | 1.08% | -0.26% | -4.48% | -2.74% |
| Industrial | XLI | -1.94% | -5.23% | -10.7% | -14.7% |
| Materials | XLB | 0.19% | -1.71% | -1.80% | 0.47% |
| Real Estate | XLRE | -1.51% | -3.83% | -9.80% | -22.3% |
| Technology | XLK | -3.18% | -7.36% | -6.69% | -14.4% |
| Utilities | XLU | -0.34% | -5.03% | -14.1% | -24.8% |
| Aerospace & Defense | XAR | -2.65% | -11.9% | -23.5% | -31.5% |
| Biotech | XBI | -1.46% | -10.5% | 5.67% | 1.42% |
| Homebuilder | XHB | -0.35% | -2.85% | 5.32% | 2.20% |
| Retail | XRT | -0.38% | -3.77% | -3.68% | -2.46% |