DUHP Performance & Benchmarks - 12.7% in 12m
The Total Return for 3m is 10%, for 6m 3.6% and YTD 6.4%. Compare with Peer-Group: Large Blend
Performance Rating
57.39%
#133 in Peer-Group
Rel. Strength
61.72%
#2943 in Stock-Universe
Total Return 12m
12.71%
#131 in Peer-Group
Total Return 5y
50.10%
#149 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 36.56 USD |
| 52 Week Low | 29.26 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 21.23 |
| Buy/Sell Signal +-5 | -0.07 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: DUHP (12.7%) vs SPY (15.9%)
5y Drawdown (Underwater) Chart
Top Performer in Large Blend
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| DUHP | -2.16% | -0.03% | 9.99% |
| NETZ | 0.53% | 7.88% | 28.4% |
| HCMT | -4.13% | 2.06% | 23.1% |
| SAMT | -1.40% | 3.95% | 17.5% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| DUHP | 3.56% | 12.7% | 50.1% |
| NETZ | 22.0% | 40.9% | 93.9% |
| GDE | 19.5% | 45.9% | 104% |
| SPMO | 13.7% | 35.0% | 152% |
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 |
2.25% | 35% | 152% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
3.22% | 18.1% | 159% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
1.19% | 15.8% | 156% | - | - | - | - | - |
| USMC NASDAQ Principal U.S. Mega-Cap |
-0.17% | 17.3% | 110% | - | - | - | - | - |
| OMFL BATS Oppenheimer Russell 1000 |
-0.4% | 15.8% | 101% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-0.65% | 13.8% | 101% | - | - | - | - | - |
| RECS NYSE ARCA Columbia Trust I |
1.06% | 16.4% | 115% | - | - | - | - | - |
| LRGF NYSE ARCA iShares U.S. Equity Factor |
0.58% | 17.5% | 111% | - | - | - | - | - |
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 | -0.03% | 0.66% | 0.66% |
| 3 Months | 9.99% | 11.66% | 11.66% |
| 12 Months | 12.71% | 15.92% | 15.92% |
| 5 Years | 50.10% | 103.09% | 103.09% |
| Trend Stabilty (consistency of price movement) | DUHP | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 32.9% | 66.4% | 66.4% |
| 3 Months | 93.5% | 96.6% | 96.6% |
| 12 Months | 41.3% | 50% | 50% |
| 5 Years | 93.1% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 36 %th | -0.68% | -0.68% |
| 3 Month | 41 %th | -1.49% | -1.49% |
| 12 Month | 42 %th | -2.78% | -2.78% |
| 5 Years | 65 %th | -1.63% | -1.63% |
FAQs
Does Dimensional Trust (DUHP) outperform the market?
No,
over the last 12 months DUHP made 12.71%, while its related Sector, the SPDR SP500 Trust (SPY) made 15.92%.
Over the last 3 months DUHP made 9.99%, while SPY made 11.66%.
Performance Comparison DUHP vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
DUHP vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.3% | -0.7% | -1.1% | -3% |
| US NASDAQ 100 | QQQ | 0% | -1.3% | -3.6% | -8% |
| German DAX 40 | DAX | 1.1% | 1% | -5.3% | -16% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.4% | -2.7% | -5.4% | -9% |
| Hongkong Hang Seng | HSI | 0% | -2.1% | -23.8% | -26% |
| India NIFTY 50 | INDA | -0.2% | 5.6% | -0% | 19% |
| Brasil Bovespa | EWZ | -1.1% | 7.4% | -3.4% | 9% |
DUHP vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.8% | 1.5% | -0.4% | -12% |
| Consumer Discretionary | XLY | 1.7% | 1% | 8.8% | -6% |
| Consumer Staples | XLP | -0.5% | 2.2% | 1.2% | 8% |
| Energy | XLE | -0.4% | -0.2% | 5% | 15% |
| Financial | XLF | 1.7% | 2.4% | 2.6% | -8% |
| Health Care | XLV | 1.8% | 4.1% | 13.9% | 24% |
| Industrial | XLI | 1.2% | -1.2% | -6.4% | -8% |
| Materials | XLB | 4% | 3.7% | 5% | 16% |
| Real Estate | XLRE | 1.4% | 1% | 2.2% | 11% |
| Technology | XLK | -0.3% | -2.5% | -9.7% | -10% |
| Utilities | XLU | -3.7% | -4.7% | -7.6% | -6% |
| Aerospace & Defense | XAR | 0.7% | -4.1% | -19.2% | -33% |
| Biotech | XBI | -0.2% | -3.5% | 9.6% | 26% |
| Homebuilder | XHB | 0.4% | -1.2% | 4.8% | 21% |
| Retail | XRT | 2.6% | 1.9% | 4.3% | 10% |
DUHP vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -5.7% | -4.80% | 4.02% | 11% |
| Natural Gas | UNG | -0.6% | 9.8% | 26.4% | 9% |
| Gold | GLD | -2.7% | -0.5% | -15.4% | -24% |
| Silver | SLV | 0.9% | -2.7% | -13.6% | -16% |
| Copper | CPER | 20.9% | 12.6% | 2.1% | 5% |
DUHP vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -3.8% | 0.3% | 2.2% | 17% |
| iShares High Yield Corp. Bond | HYG | -1.5% | 0.2% | 0.2% | 5% |