(DUHP) Dimensional Trust - Performance 10% in 12m
Compare DUHP with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
53.82%
#132 in Group
Rel. Strength
61.30%
#3089 in Universe
Total Return 12m
9.98%
#115 in Group
Total Return 5y
36.72%
#147 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: DUHP (10%) 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: DUHP vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for DUHP
| Total Return (including Dividends) | DUHP | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -1.39% | -0.87% | -0.87% |
| 3 Months | -5.92% | -7.58% | -7.58% |
| 12 Months | 9.98% | 11.88% | 11.88% |
| 5 Years | 36.72% | 110.33% | 110.33% |
| Trend Score (consistency of price movement) | DUHP | SPY | S&P 500 |
| 1 Month | 23.5% | 23% | 23% |
| 3 Months | -87.0% | -88.5% | -88.5% |
| 12 Months | 52.0% | 55.1% | 55.1% |
| 5 Years | 91.9% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #127 | -0.53% | -0.53% |
| 3 Month | #50 | 1.79% | 1.79% |
| 12 Month | #122 | -1.70% | -1.70% |
| 5 Years | #48 | 0.75% | 0.75% |
FAQs
Does DUHP Dimensional Trust outperforms the market?
No,
over the last 12 months DUHP made 9.98%, while its related Sector, the SPDR SP500 Trust (SPY) made 11.88%.
Over the last 3 months DUHP made -5.92%, while SPY made -7.58%.
Over the last 3 months DUHP made -5.92%, while SPY made -7.58%.
Performance Comparison DUHP vs Indeces and Sectors
DUHP vs. Indices DUHP is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.28% | -0.52% | -0.56% | -1.90% |
| US NASDAQ 100 | QQQ | -1.31% | -2.79% | -0.99% | -2.69% |
| US Dow Jones Industrial 30 | DIA | 0.66% | 1.79% | -0.47% | 0.78% |
| German DAX 40 | DAX | 0.95% | -2.71% | -20.1% | -14.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.68% | 1.43% | 2.43% | 4.02% |
| Hongkong Hang Seng | HSI | 0.71% | -1.45% | -2.48% | -3.91% |
| India NIFTY 50 | INDA | 2.56% | -5.45% | -0.85% | 6.91% |
| Brasil Bovespa | EWZ | 0.52% | -5.99% | -4.26% | 15.8% |
DUHP vs. Sectors DUHP is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.53% | -0.34% | -6.69% | -14.0% |
| Consumer Discretionary | XLY | -0.36% | -1.29% | -3.07% | -3.34% |
| Consumer Staples | XLP | 3.22% | -1.59% | -5.87% | -1.22% |
| Energy | XLE | 4.20% | 12.5% | 5.23% | 21.1% |
| Financial | XLF | 1.11% | 0.72% | -8.16% | -12.7% |
| Health Care | XLV | -0.20% | 2.40% | 1.13% | 8.26% |
| Industrial | XLI | -0.70% | -1.50% | -1.27% | 0.39% |
| Materials | XLB | 0.33% | 1.04% | 6.85% | 13.5% |
| Real Estate | XLRE | 1.24% | -0.08% | 0.33% | -8.11% |
| Technology | XLK | -2.73% | -3.08% | 2.78% | 2.25% |
| Utilities | XLU | 2.56% | -1.45% | -2.68% | -11.9% |
| Aerospace & Defense | XAR | -1.23% | -7.78% | -14.1% | -16.6% |
| Biotech | XBI | -1.58% | -3.67% | 12.1% | 11.8% |
| Homebuilder | XHB | 0.41% | 0.88% | 14.3% | 17.0% |
| Retail | XRT | 1.29% | -0.83% | 5.01% | 12.7% |