(DFUS) Dimensional U.S. - Performance 10.9% in 12m
Compare DFUS with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
47.39%
#152 in Group
Rel. Strength
62.83%
#2967 in Universe
Total Return 12m
10.88%
#98 in Group
Total Return 5y
35.33%
#151 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: DFUS (10.9%) 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: DFUS vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for DFUS
| Total Return (including Dividends) | DFUS | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -0.86% | -0.87% | -0.87% |
| 3 Months | -8.55% | -7.58% | -7.58% |
| 12 Months | 10.88% | 11.88% | 11.88% |
| 5 Years | 35.33% | 110.33% | 110.33% |
| Trend Score (consistency of price movement) | DFUS | SPY | S&P 500 |
| 1 Month | 23.1% | 23% | 23% |
| 3 Months | -88.6% | -88.5% | -88.5% |
| 12 Months | 53.4% | 55.1% | 55.1% |
| 5 Years | 70.1% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #100 | 0.01% | 0.01% |
| 3 Month | #151 | -1.05% | -1.05% |
| 12 Month | #100 | -0.89% | -0.89% |
| 5 Years | #89 | -1.96% | -1.96% |
FAQs
Does DFUS Dimensional U.S. outperforms the market?
No,
over the last 12 months DFUS made 10.88%, while its related Sector, the SPDR SP500 Trust (SPY) made 11.88%.
Over the last 3 months DFUS made -8.55%, while SPY made -7.58%.
Over the last 3 months DFUS made -8.55%, while SPY made -7.58%.
Performance Comparison DFUS vs Indeces and Sectors
DFUS vs. Indices DFUS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.07% | 0.01% | -0.41% | -1.0% |
| US NASDAQ 100 | QQQ | -1.10% | -2.26% | -0.84% | -1.79% |
| US Dow Jones Industrial 30 | DIA | 0.87% | 2.32% | -0.32% | 1.68% |
| German DAX 40 | DAX | 1.16% | -2.18% | -19.9% | -13.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.89% | 1.96% | 2.58% | 4.92% |
| Hongkong Hang Seng | HSI | 0.92% | -0.92% | -2.33% | -3.01% |
| India NIFTY 50 | INDA | 2.77% | -4.92% | -0.70% | 7.81% |
| Brasil Bovespa | EWZ | 0.73% | -5.46% | -4.11% | 16.7% |
DFUS vs. Sectors DFUS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.32% | 0.19% | -6.54% | -13.1% |
| Consumer Discretionary | XLY | -0.15% | -0.76% | -2.92% | -2.44% |
| Consumer Staples | XLP | 3.43% | -1.06% | -5.72% | -0.32% |
| Energy | XLE | 4.41% | 13.0% | 5.38% | 22.0% |
| Financial | XLF | 1.32% | 1.25% | -8.01% | -11.8% |
| Health Care | XLV | 0.01% | 2.93% | 1.28% | 9.16% |
| Industrial | XLI | -0.49% | -0.97% | -1.12% | 1.29% |
| Materials | XLB | 0.54% | 1.57% | 7.0% | 14.4% |
| Real Estate | XLRE | 1.45% | 0.45% | 0.48% | -7.21% |
| Technology | XLK | -2.52% | -2.55% | 2.93% | 3.15% |
| Utilities | XLU | 2.77% | -0.92% | -2.53% | -11.0% |
| Aerospace & Defense | XAR | -1.02% | -7.25% | -13.9% | -15.7% |
| Biotech | XBI | -1.37% | -3.14% | 12.2% | 12.7% |
| Homebuilder | XHB | 0.62% | 1.41% | 14.4% | 17.9% |
| Retail | XRT | 1.50% | -0.30% | 5.16% | 13.6% |