(DFN) Dividend 15 Split - Performance 24.8% in 12m
Compare DFN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
68.11%
#33 in Group
Rel. Strength
80.74%
#1533 in Universe
Total Return 12m
24.83%
#24 in Group
Total Return 5y
174.58%
#29 in Group
P/E 1.68
1th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 0.57%
31th Percentile in Group
12m Total Return: DFN (24.8%) vs XLF (22.4%)
5y Drawdown (Underwater) Chart
Top Performers in Asset Management & Custody Banks
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 |
15.2% | 16.3% | 332% | 16.5 | 13.1 | 1.9 | 12.6% | 4.55% |
| AGF-B TO AGF Management |
20.3% | 38.7% | 248% | 6.99 | 6 | 1.25 | 76.9% | 18.1% |
| APO NYSE Apollo Global Management |
20.6% | 19.2% | 238% | 18.3 | 16.8 | 1.37 | 4.90% | -4.44% |
| BK NYSE The Bank of New York Mellon |
17.1% | 52.5% | 189% | 12.8 | 11.6 | 1.03 | 18.5% | 12.8% |
| FHI NYSE Federated Investors |
20% | 35.8% | 143% | 11.6 | 10.1 | 1.94 | 26.8% | 22.9% |
| BCSF NYSE Bain Capital Specialty |
10.4% | 2.19% | 135% | 8.24 | 10.4 | 1.07 | 14.7% | -6.71% |
| TSLX NYSE Sixth Street Specialty |
10.4% | 9.96% | 127% | 10.1 | 9.73 | 1.27 | 38.3% | 442% |
| PNNT NYSE PennantPark Investment |
11.1% | 2.56% | 281% | 7.77 | 8.09 | 0.28 | -35.2% | -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 | 13.03% | 13.52% | 13.81% |
| 3 Months | -0.72% | -2.66% | -6.30% |
| 12 Months | 24.83% | 22.43% | 10.65% |
| 5 Years | 174.58% | 150.42% | 107.77% |
| Trend Score (consistency of price movement) | DFN | XLF | S&P 500 |
| 1 Month | 93.2% | 89.2% | 83% |
| 3 Months | -15.5% | -64.6% | -75.3% |
| 12 Months | 63.0% | 82% | 50.1% |
| 5 Years | 51.3% | 75.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #31 | -0.43% | -0.69% |
| 3 Month | #34 | 1.99% | 5.95% |
| 12 Month | #25 | 1.96% | 12.8% |
| 5 Years | #35 | 9.65% | 32.2% |
FAQs
Does DFN Dividend 15 Split outperforms the market?
Yes,
over the last 12 months DFN made 24.83%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.43%.
Over the last 3 months DFN made -0.72%, while XLF made -2.66%.
Over the last 3 months DFN made -0.72%, while XLF made -2.66%.
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 | 2.17% | -0.78% | 1.82% | 14.2% |
| US NASDAQ 100 | QQQ | 1.98% | -4.33% | 1.61% | 13.2% |
| US Dow Jones Industrial 30 | DIA | 1.76% | 3.04% | 2.11% | 17.1% |
| German DAX 40 | DAX | 2.19% | -1.93% | -24.5% | -0.87% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.01% | 1.20% | 1.05% | 17.5% |
| Hongkong Hang Seng | HSI | -1.00% | -6.90% | -6.54% | 11.2% |
| India NIFTY 50 | INDA | 7.09% | 8.19% | 1.38% | 25.0% |
| Brasil Bovespa | EWZ | 1.12% | -4.21% | -6.88% | 33.2% |
DFN vs. Sectors DFN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.53% | -0.38% | -5.24% | 3.27% |
| Consumer Discretionary | XLY | 1.79% | -1.20% | 2.80% | 10.6% |
| Consumer Staples | XLP | 3.03% | 6.44% | -5.11% | 15.7% |
| Energy | XLE | 2.35% | 6.27% | 8.41% | 34.3% |
| Financial | XLF | 1.07% | -0.49% | -5.28% | 2.40% |
| Health Care | XLV | 5.18% | 12.2% | 6.81% | 28.9% |
| Industrial | XLI | 0.48% | -3.79% | 0.39% | 13.8% |
| Materials | XLB | 2.37% | -0.53% | 6.71% | 30.1% |
| Real Estate | XLRE | 3.49% | 1.49% | 1.07% | 9.38% |
| Technology | XLK | 1.09% | -8.19% | 4.70% | 17.7% |
| Utilities | XLU | 2.12% | 3.44% | -5.84% | 7.36% |
| Aerospace & Defense | XAR | 0.19% | -8.13% | -9.68% | -2.50% |
| Biotech | XBI | 8.76% | 1.22% | 22.0% | 37.1% |
| Homebuilder | XHB | 1.70% | 1.55% | 15.0% | 32.4% |
| Retail | XRT | 0.27% | -1.62% | 6.06% | 26.3% |