(DXIV) Dimensional Trust - Performance 17.6% in 12m
DXIV performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
41.50%
#11 in Peer-Group
Rel. Strength
67.80%
#2468 in Stock-Universe
Total Return 12m
17.55%
#11 in Peer-Group
Total Return 5y
17.55%
#14 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 58.54 USD |
| 52 Week Low | 45.58 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 49.47 |
| Buy/Sell Signal +-5 | 0.00 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: DXIV (17.6%) 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: DXIV vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for DXIV
| Total Return (including Dividends) | DXIV | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 2.33% | 4.01% | 4.01% |
| 3 Months | 17.10% | 17.14% | 17.14% |
| 12 Months | 17.55% | 13.46% | 13.46% |
| 5 Years | 17.55% | 112.73% | 112.73% |
| Trend Score (consistency of price movement) | DXIV | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 77.9% | 90.3% | 90.3% |
| 3 Months | 97.3% | 97.5% | 97.5% |
| 12 Months | 69.7% | 46.4% | 46.4% |
| 5 Years | 69.7% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th14.29 | -1.61% | -1.61% |
| 3 Month | %th42.86 | -0.03% | -0.03% |
| 12 Month | %th35.71 | 4.09% | 4.09% |
| 5 Years | %th71.43 | 4.09% | 4.09% |
FAQs
Does Dimensional Trust (DXIV) outperform the market?
Yes,
over the last 12 months DXIV made 17.55%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.46%.
Over the last 3 months DXIV made 17.10%, while SPY made 17.14%.
Performance Comparison DXIV vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
DXIV vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.5% | -1.7% | 16.6% | 4% |
| US NASDAQ 100 | QQQ | 0.5% | -1.9% | 14.6% | 4% |
| German DAX 40 | DAX | 0.1% | 1.1% | 4.5% | -13% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.7% | -2.2% | 12.2% | -1% |
| Hongkong Hang Seng | HSI | -0.4% | -0.5% | -5.4% | -18% |
| India NIFTY 50 | INDA | 1.8% | 3.1% | 16.2% | 20% |
| Brasil Bovespa | EWZ | 4.7% | 3% | 1.6% | 16% |
DXIV vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.9% | 0.6% | 13.3% | -6% |
| Consumer Discretionary | XLY | -0.5% | -1% | 24.3% | -1% |
| Consumer Staples | XLP | 2.5% | 2.5% | 17.6% | 10% |
| Energy | XLE | -2.5% | -1.8% | 24.2% | 16% |
| Financial | XLF | 1.9% | -0.3% | 14.3% | -8% |
| Health Care | XLV | 0.3% | 2.3% | 28.1% | 24% |
| Industrial | XLI | 0.1% | -2.1% | 10.8% | -6% |
| Materials | XLB | -0.2% | -2.2% | 16% | 13% |
| Real Estate | XLRE | 0.7% | 2.5% | 18.1% | 9% |
| Technology | XLK | 0.6% | -4.3% | 11.5% | 6% |
| Utilities | XLU | 0.4% | -0.3% | 12.6% | -2% |
| Aerospace & Defense | XAR | -0.2% | -4.5% | -3.4% | -31% |
| Biotech | XBI | -3.2% | -0.8% | 26.9% | 29% |
| Homebuilder | XHB | -2.6% | -6.4% | 23.2% | 19% |
| Retail | XRT | 0.5% | -0.9% | 21.5% | 11% |
DXIV vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -0.1% | -0.97% | 30.5% | 22% |
| Natural Gas | UNG | 2.2% | 8.8% | 42.6% | 20% |
| Gold | GLD | 0.4% | 2.1% | -1.3% | -21% |
| Silver | SLV | -3.9% | -4% | -5.4% | -5% |
| Copper | CPER | -9.9% | -12.6% | -2.9% | -6% |
DXIV vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 1.3% | 2.4% | 21.9% | 22% |
| iShares High Yield Corp. Bond | HYG | 1% | 1.2% | 19.6% | 8% |