(DIM) WisdomTree - Performance 23.8% in 12m
DIM performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
58.95%
#5 in Peer-Group
Rel. Strength
73.24%
#2051 in Stock-Universe
Total Return 12m
23.80%
#5 in Peer-Group
Total Return 5y
68.16%
#6 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 75.49 USD |
| 52 Week Low | 57.32 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 49.40 |
| Buy/Sell Signal +-5 | 0.00 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: DIM (23.8%) vs SPY (13.5%)
5y Drawdown (Underwater) Chart
Top Performer in Foreign Small/Mid 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 |
|---|---|---|---|---|---|---|---|---|
| AVDV NYSE ARCA Avantis International |
4.54% | 25.4% | 113% | - | - | - | - | - |
| GVAL BATS Cambria Global Value |
3.18% | 29.7% | 91.3% | - | - | - | - | - |
| FYLD BATS Cambria Foreign Shareholder |
3.09% | 13.6% | 98.1% | - | - | - | - | - |
| DISV BATS Dimensional Trust |
3.68% | 22.3% | 45.8% | - | - | - | - | - |
| FNDC NYSE ARCA Schwab Fundamental |
3.43% | 21.8% | 72.9% | - | - | - | - | - |
| DLS NYSE ARCA WisdomTree International |
4.65% | 20.3% | 66.7% | - | - | - | - | - |
| DDLS BATS WisdomTree Dynamic Currency |
4.76% | 13.6% | 52.7% | - | - | - | - | - |
| PDN NYSE ARCA Invesco FTSE RAFI Developed |
3.42% | 21.4% | 62.3% | - | - | - | - | - |
Performance Comparison: DIM vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for DIM
| Total Return (including Dividends) | DIM | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 2.36% | 4.01% | 4.01% |
| 3 Months | 17.19% | 17.14% | 17.14% |
| 12 Months | 23.80% | 13.46% | 13.46% |
| 5 Years | 68.16% | 112.73% | 112.73% |
| Trend Score (consistency of price movement) | DIM | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 80.3% | 90.3% | 90.3% |
| 3 Months | 98% | 97.5% | 97.5% |
| 12 Months | 71% | 46.4% | 46.4% |
| 5 Years | 57.2% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th21.43 | -1.58% | -1.58% |
| 3 Month | %th50.00 | 0.04% | 0.04% |
| 12 Month | %th64.29 | 9.11% | 9.11% |
| 5 Years | %th28.57 | -20.95% | -20.95% |
FAQs
Does WisdomTree (DIM) outperform the market?
Yes,
over the last 12 months DIM made 23.80%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.46%.
Over the last 3 months DIM made 17.19%, while SPY made 17.14%.
Performance Comparison DIM vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
DIM vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.3% | -1.7% | 20.3% | 10% |
| US NASDAQ 100 | QQQ | -0.2% | -1.9% | 18.3% | 11% |
| German DAX 40 | DAX | -0.6% | 1.1% | 8.1% | -6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.5% | -2.2% | 15.8% | 5% |
| Hongkong Hang Seng | HSI | -1.2% | -0.5% | -1.8% | -11% |
| India NIFTY 50 | INDA | 1.1% | 3.2% | 19.8% | 27% |
| Brasil Bovespa | EWZ | 3.9% | 3% | 5.2% | 22% |
DIM vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.1% | 0.7% | 17% | 0% |
| Consumer Discretionary | XLY | -1.2% | -1% | 28% | 6% |
| Consumer Staples | XLP | 1.8% | 2.5% | 21.2% | 16% |
| Energy | XLE | -3.2% | -1.8% | 27.8% | 22% |
| Financial | XLF | 1.2% | -0.3% | 17.9% | -2% |
| Health Care | XLV | -0.4% | 2.3% | 31.8% | 30% |
| Industrial | XLI | -0.7% | -2.1% | 14.4% | 0% |
| Materials | XLB | -1% | -2.1% | 19.6% | 20% |
| Real Estate | XLRE | -0% | 2.5% | 21.8% | 16% |
| Technology | XLK | -0.2% | -4.3% | 15.2% | 13% |
| Utilities | XLU | -0.4% | -0.3% | 16.2% | 4% |
| Aerospace & Defense | XAR | -0.9% | -4.5% | 0.3% | -25% |
| Biotech | XBI | -3.9% | -0.8% | 30.5% | 35% |
| Homebuilder | XHB | -3.4% | -6.4% | 26.8% | 25% |
| Retail | XRT | -0.2% | -0.9% | 25.1% | 17% |
DIM vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -0.9% | -0.94% | 34.2% | 28% |
| Natural Gas | UNG | 1.5% | 8.8% | 46.3% | 26% |
| Gold | GLD | -0.4% | 2.1% | 2.4% | -15% |
| Silver | SLV | -4.6% | -4% | -1.8% | 2% |
| Copper | CPER | -10.6% | -12.6% | 0.7% | 0% |
DIM vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0.6% | 2.4% | 25.6% | 28% |
| iShares High Yield Corp. Bond | HYG | 0.3% | 1.2% | 23.3% | 15% |