(DFN) Dividend 15 Split - Performance 23.4% in 12m

Compare DFN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating 67.86%
#34 in Group
Rel. Strength 80.46%
#1564 in Universe
Total Return 12m 23.35%
#20 in Group
Total Return 5y 142.11%
#30 in Group
P/E 1.66
1th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 0.58%
31th Percentile in Group

12m Total Return: DFN (23.4%) vs XLF (17.8%)

Compare overall performance (total returns) of Dividend 15 Split with its related sector ETF XLF

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (DFN) Dividend 15 Split - Performance 23.4% in 12m

Top Performers in Asset Management & Custody Banks

Short Term
Symbol 1w 1m 3m
DFN 0.37% -2.47% -7.7%
FON -0.29% 69.4% 336%
BOWN 41.1% 63.4% 59.3%
SII -0.21% 15.7% 19.7%
Long Term
Symbol 6m 12m 5y
DFN -4.93% 23.4% 142%
FON 632% 755% 1,511%
FOA 73.0% 292% -79.9%
OPFI 77.5% 201% -3.23%
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
AMP NYSE
Ameriprise Financial
-7.14% 17.2% 358% 14.1 12.4 0.94 30.9% 31.1%
AGF-B TO
AGF Management
-4.78% 27.6% 215% 6.36 5.35 1.25 82.9% 18.1%
APO NYSE
Apollo Global Management
-14.7% 12.8% 250% 17.2 15.1 1.37 22.6% -4.44%
BCSF NYSE
Bain Capital Specialty
-11.1% 3.11% 147% 8.09 10.4 1.07 -1.20% -8.73%
BK NYSE
The Bank of New York Mellon
-7.64% 39.8% 145% 12.5 11.3 1.01 58.8% 12.8%
TSLX NYSE
Sixth Street Specialty
-7.63% 7.72% 127% 9.74 9.23 1.27 -35.1% -6.83%
PNNT NYSE
PennantPark Investment
-9.25% 0.82% 241% 7.25 7.61 0.28 -37.9% -19.4%
KKR NYSE
KKR
-12.4% 9.66% 351% 30.9 16.8 0.47 -17.4% -18.6%

Performance Comparison: DFN vs XLF vs S&P 500

XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for DFN
Total Return (including Dividends) DFN XLF S&P 500
1 Month -2.47% -4.85% -6.73%
3 Months -7.70% -5.54% -11.93%
12 Months 23.35% 17.83% 7.24%
5 Years 142.11% 133.06% 100.61%
Trend Score (consistency of price movement) DFN XLF S&P 500
1 Month -30.0% -59.7% -63.5%
3 Months -69.4% -82.3% -90.3%
12 Months 68.8% 85.8% 60.6%
5 Years 51.3% 75.1% 84.2%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #48 2.50% 4.57%
3 Month #120 -2.29% 4.80%
12 Month #19 4.68% 15.0%
5 Years #35 3.89% 20.7%

FAQs

Does DFN Dividend 15 Split outperforms the market?

Yes, over the last 12 months DFN made 23.35%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 17.83%.
Over the last 3 months DFN made -7.70%, while XLF made -5.54%.

Performance Comparison DFN vs Indeces and Sectors

DFN vs. Indices DFN is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY -1.49% 4.26% 1.84% 16.1%
US NASDAQ 100 QQQ -1.97% 4.89% 1.70% 15.8%
US Dow Jones Industrial 30 DIA 0.54% 4.44% 1.22% 18.9%
German DAX 40 DAX -2.71% 1.47% -18.1% 3.02%
Shanghai Shenzhen CSI 300 CSI 300 -0.92% 0.92% 0.69% 14.1%
Hongkong Hang Seng HSI -4.16% 1.25% -2.70% 6.57%
India NIFTY 50 INDA -3.64% -4.50% -1.51% 20.4%
Brasil Bovespa EWZ -5.76% -2.93% -3.21% 32.1%

DFN vs. Sectors DFN is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC -2.20% 4.38% -7.29% 8.28%
Consumer Discretionary XLY -2.93% 4.37% -3.46% 12.1%
Consumer Staples XLP -1.64% -5.45% -6.12% 12.0%
Energy XLE -1.56% 10.0% 3.14% 36.1%
Financial XLF -2.19% 2.38% -7.03% 5.52%
Health Care XLV 0.78% 5.29% 4.06% 25.7%
Industrial XLI -0.89% 3.56% 2.01% 19.3%
Materials XLB -1.23% 3.38% 9.10% 29.3%
Real Estate XLRE -1.26% 0.76% 2.19% 8.62%
Technology XLK -1.76% 6.53% 8.08% 22.2%
Utilities XLU -1.38% -2.67% -1.79% 1.67%
Aerospace & Defense XAR -0.04% 0.71% -7.53% 1.48%
Biotech XBI -4.91% 8.47% 13.2% 29.8%
Homebuilder XHB -3.02% 5.65% 16.6% 33.9%
Retail XRT -3.36% 2.92% 5.28% 29.6%

DFN vs. Commodities DFN is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO -0.07% 6.65% 2.55% 38.3%
Natural Gas UNG 8.0% 21.4% -18.8% 21.5%
Gold GLD 1.61% -12.0% -26.0% -17.9%
Silver SLV -2.32% -4.47% -4.44% 1.06%
Copper CPER -3.21% 2.15% -16.5% 13.6%

DFN vs. Yields & Bonds DFN is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 1.49% -0.09% -1.78% 21.2%
iShares High Yield Corp. Bond HYG -0.51% -1.12% -6.38% 15.5%