(DXIV) Dimensional Trust - Performance 9.6% in 12m
Compare DXIV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
31.27%
#12 in Group
Rel. Strength
75.62%
#1941 in Universe
Total Return 12m
9.64%
#10 in Group
Total Return 5y
9.64%
#12 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: DXIV (9.6%) vs SPY (9.7%)
5y Drawdown (Underwater) Chart
Top Performers 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 |
9.39% | 15.6% | 107% | - | - | - | - | - |
| DDLS BATS WisdomTree Dynamic Currency |
8.72% | 11% | 83% | - | - | - | - | - |
| GVAL BATS Cambria Global Value |
9.54% | 21.5% | 105% | - | - | - | - | - |
| FYLD BATS Cambria Foreign Shareholder |
9.32% | 2.88% | 104% | - | - | - | - | - |
| DISV BATS Dimensional Trust |
9.13% | 13.7% | 32.8% | - | - | - | - | - |
| FNDC NYSE ARCA Schwab Fundamental |
8.51% | 12.7% | 68.9% | - | - | - | - | - |
| DLS NYSE ARCA WisdomTree International |
9.04% | 11.2% | 63.3% | - | - | - | - | - |
| PDN NYSE ARCA Invesco FTSE RAFI Developed |
9.02% | 11.8% | 59.7% | - | - | - | - | - |
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 | 8.53% | 5.69% | 5.69% |
| 3 Months | 7.87% | -6.49% | -6.49% |
| 12 Months | 9.64% | 9.72% | 9.72% |
| 5 Years | 9.64% | 107.51% | 107.51% |
| Trend Score (consistency of price movement) | DXIV | SPY | S&P 500 |
| 1 Month | 97.9% | 89.4% | 89.4% |
| 3 Months | 48.1% | -72% | -72% |
| 12 Months | 45.9% | 49.3% | 49.3% |
| 5 Years | 45.9% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #9 | 2.69% | 2.69% |
| 3 Month | #9 | 15.4% | 15.4% |
| 12 Month | #6 | 7.60% | 7.60% |
| 5 Years | #5 | 7.60% | 7.60% |
FAQs
Does DXIV Dimensional Trust outperforms the market?
No,
over the last 12 months DXIV made 9.64%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.72%.
Over the last 3 months DXIV made 7.87%, while SPY made -6.49%.
Over the last 3 months DXIV made 7.87%, while SPY made -6.49%.
Performance Comparison DXIV vs Indeces and Sectors
DXIV vs. Indices DXIV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.20% | 2.84% | 16.8% | -0.08% |
| US NASDAQ 100 | QQQ | -0.07% | 1.14% | 16.4% | -1.16% |
| US Dow Jones Industrial 30 | DIA | 0.31% | 5.86% | 17.8% | 3.39% |
| German DAX 40 | DAX | -0.25% | -6.53% | -8.78% | -15.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.03% | 5.65% | 17.6% | 3.33% |
| Hongkong Hang Seng | HSI | -2.68% | -6.37% | 7.31% | 1.42% |
| India NIFTY 50 | INDA | 3.90% | 5.32% | 14.9% | 7.61% |
| Brasil Bovespa | EWZ | -2.83% | -3.09% | 7.59% | 15.9% |
DXIV vs. Sectors DXIV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.83% | 2.05% | 10.6% | -10.7% |
| Consumer Discretionary | XLY | -1.22% | 1.84% | 19.0% | -5.17% |
| Consumer Staples | XLP | 1.06% | 7.83% | 9.89% | 2.39% |
| Energy | XLE | -2.05% | 4.04% | 22.8% | 18.7% |
| Financial | XLF | -0.50% | 1.69% | 10.9% | -11.9% |
| Health Care | XLV | 4.30% | 11.6% | 22.0% | 15.7% |
| Industrial | XLI | -0.73% | 0.22% | 15.8% | -0.73% |
| Materials | XLB | 0.04% | 3.49% | 20.9% | 15.7% |
| Real Estate | XLRE | 0.99% | 1.62% | 14.4% | -3.93% |
| Technology | XLK | -0.64% | -1.18% | 19.1% | 3.54% |
| Utilities | XLU | -0.52% | 3.39% | 9.03% | -6.39% |
| Aerospace & Defense | XAR | 0.02% | -0.64% | 7.50% | -16.3% |
| Biotech | XBI | 7.92% | 5.76% | 37.9% | 24.5% |
| Homebuilder | XHB | 0.56% | 2.92% | 30.4% | 18.5% |
| Retail | XRT | 0.14% | 2.39% | 23.1% | 15.9% |