(DFUV) Dimensional US - Performance 2.8% in 12m
Compare DFUV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
44.75%
#111 in Group
Rel. Strength
46.13%
#4300 in Universe
Total Return 12m
2.76%
#125 in Group
Total Return 5y
23.73%
#109 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: DFUV (2.8%) vs DIA (9.2%)
5y Drawdown (Underwater) Chart
Top Performers in Large 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 |
|---|---|---|---|---|---|---|---|---|
| FNDX NYSE ARCA Schwab Fundamental U.S. |
-3.35% | 10.4% | 146% | - | - | - | - | - |
| FNDB NYSE ARCA Schwab Fundamental U.S. |
-3% | 9.93% | 139% | - | - | - | - | - |
| FDL NYSE ARCA First Trust Morningstar |
-5.29% | 16.4% | 113% | - | - | - | - | - |
| RWL NYSE ARCA Invesco SP500 Revenue |
-2.29% | 9.71% | 121% | - | - | - | - | - |
| FDVV NYSE ARCA Fidelity High Dividend |
-3.27% | 12% | 125% | - | - | - | - | - |
| EQL NYSE ARCA ALPS Equal Sector Weight |
-2.24% | 12.4% | 116% | - | - | - | - | - |
| SIXA NYSE ARCA 6 Meridian Mega Cap Equity |
0.19% | 19% | 101% | - | - | - | - | - |
| IUS NASDAQ Invesco RAFI Strategic US |
-2.9% | 7.46% | 125% | - | - | - | - | - |
Performance Comparison: DFUV vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for DFUV
| Total Return (including Dividends) | DFUV | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -4.51% | -3.18% | -0.87% |
| 3 Months | -7.56% | -8.41% | -7.58% |
| 12 Months | 2.76% | 9.20% | 11.88% |
| 5 Years | 23.73% | 87.63% | 110.33% |
| Trend Score (consistency of price movement) | DFUV | DIA | S&P 500 |
| 1 Month | 17.7% | -2.7% | 23% |
| 3 Months | -87.2% | -91.1% | -88.5% |
| 12 Months | 43.5% | 61.2% | 55.1% |
| 5 Years | 90.2% | 86.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #103 | -1.38% | -3.68% |
| 3 Month | #116 | 0.93% | 0.02% |
| 12 Month | #121 | -5.90% | -8.15% |
| 5 Years | #113 | -7.08% | -15.0% |
FAQs
Does DFUV Dimensional US outperforms the market?
No,
over the last 12 months DFUV made 2.76%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 9.20%.
Over the last 3 months DFUV made -7.56%, while DIA made -8.41%.
Over the last 3 months DFUV made -7.56%, while DIA made -8.41%.
Performance Comparison DFUV vs Indeces and Sectors
DFUV vs. Indices DFUV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.68% | -3.64% | -2.24% | -9.12% |
| US NASDAQ 100 | QQQ | -2.71% | -5.91% | -2.67% | -9.91% |
| US Dow Jones Industrial 30 | DIA | -0.74% | -1.33% | -2.15% | -6.44% |
| German DAX 40 | DAX | -0.45% | -5.83% | -21.8% | -21.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.28% | -1.69% | 0.75% | -3.20% |
| Hongkong Hang Seng | HSI | -0.69% | -4.57% | -4.16% | -11.1% |
| India NIFTY 50 | INDA | 1.16% | -8.57% | -2.53% | -0.31% |
| Brasil Bovespa | EWZ | -0.88% | -9.11% | -5.94% | 8.58% |
DFUV vs. Sectors DFUV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.93% | -3.46% | -8.37% | -21.2% |
| Consumer Discretionary | XLY | -1.76% | -4.41% | -4.75% | -10.6% |
| Consumer Staples | XLP | 1.82% | -4.71% | -7.55% | -8.44% |
| Energy | XLE | 2.80% | 9.35% | 3.55% | 13.9% |
| Financial | XLF | -0.29% | -2.40% | -9.84% | -19.9% |
| Health Care | XLV | -1.60% | -0.72% | -0.55% | 1.04% |
| Industrial | XLI | -2.10% | -4.62% | -2.95% | -6.83% |
| Materials | XLB | -1.07% | -2.08% | 5.17% | 6.28% |
| Real Estate | XLRE | -0.16% | -3.20% | -1.35% | -15.3% |
| Technology | XLK | -4.13% | -6.20% | 1.10% | -4.97% |
| Utilities | XLU | 1.16% | -4.57% | -4.36% | -19.1% |
| Aerospace & Defense | XAR | -2.63% | -10.9% | -15.8% | -23.8% |
| Biotech | XBI | -2.98% | -6.79% | 10.4% | 4.59% |
| Homebuilder | XHB | -0.99% | -2.24% | 12.6% | 9.79% |
| Retail | XRT | -0.11% | -3.95% | 3.33% | 5.50% |