(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%)
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 |
-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%.
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% |