(DGS) Dividend Growth Split - Performance 25.1% in 12m
Compare DGS with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
79.96%
#19 in Group
Rel. Strength
78.98%
#1678 in Universe
Total Return 12m
25.13%
#27 in Group
Total Return 5y
244.75%
#6 in Group
P/E 4.70
8th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
85th Percentile in Group
12m Total Return: DGS (25.1%) vs XLF (22.7%)
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 |
-2.7% | 15.9% | 355% | 16 | 12.6 | 1.83 | 11.6% | 5.92% |
| AGF-B TO AGF Management |
2.72% | 37.1% | 236% | 6.99 | 6 | 1.25 | 81.8% | 68.2% |
| APO NYSE Apollo Global Management |
-0.34% | 27.7% | 291% | 18.2 | 16.6 | 1.37 | 74.1% | 26.5% |
| BCSF NYSE Bain Capital Specialty |
-7.83% | 2.37% | 182% | 8.09 | 10.4 | 1.07 | 24.1% | -1.62% |
| TSLX NYSE Sixth Street Specialty |
-7.24% | 5.49% | 143% | 10.3 | 9.76 | 1.27 | -3.10% | -5.88% |
| BK NYSE The Bank of New York Mellon |
-3.51% | 46% | 163% | 12.8 | 11.6 | 1.03 | 64.4% | 12.5% |
| FHI NYSE Federated Investors |
-0.39% | 31.9% | 129% | 11.2 | 9.9 | 1.9 | 60.9% | 19.9% |
| PNNT NYSE PennantPark Investment |
-6.05% | 4.78% | 271% | 7.25 | 7.61 | 0.28 | -7.30% | -22.8% |
Performance Comparison: DGS vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for DGS
| Total Return (including Dividends) | DGS | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 0.00% | -2.11% | -0.87% |
| 3 Months | -3.88% | -4.92% | -7.58% |
| 12 Months | 25.13% | 22.69% | 11.88% |
| 5 Years | 244.75% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | DGS | XLF | S&P 500 |
| 1 Month | 59.1% | 27.8% | 23% |
| 3 Months | -37.1% | -81% | -88.5% |
| 12 Months | 66.1% | 83.7% | 55.1% |
| 5 Years | 76.6% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #56 | 2.15% | 0.87% |
| 3 Month | #99 | 1.09% | 4.0% |
| 12 Month | #27 | 1.99% | 11.9% |
| 5 Years | #9 | 40.8% | 63.9% |
FAQs
Does DGS Dividend Growth Split outperforms the market?
Yes,
over the last 12 months DGS made 25.13%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months DGS made -3.88%, while XLF made -4.92%.
Over the last 3 months DGS made -3.88%, while XLF made -4.92%.
Performance Comparison DGS vs Indeces and Sectors
DGS vs. Indices DGS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.62% | 0.87% | -1.54% | 13.3% |
| US NASDAQ 100 | QQQ | -2.65% | -1.40% | -1.97% | 12.5% |
| US Dow Jones Industrial 30 | DIA | -0.68% | 3.18% | -1.45% | 15.9% |
| German DAX 40 | DAX | -0.39% | -1.32% | -21.1% | 0.45% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.34% | 2.82% | 1.45% | 19.2% |
| Hongkong Hang Seng | HSI | -0.63% | -0.06% | -3.46% | 11.2% |
| India NIFTY 50 | INDA | 1.22% | -4.06% | -1.83% | 22.1% |
| Brasil Bovespa | EWZ | -0.82% | -4.60% | -5.24% | 31.0% |
DGS vs. Sectors DGS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.87% | 1.05% | -7.67% | 1.17% |
| Consumer Discretionary | XLY | -1.70% | 0.10% | -4.05% | 11.8% |
| Consumer Staples | XLP | 1.88% | -0.20% | -6.85% | 13.9% |
| Energy | XLE | 2.86% | 13.9% | 4.25% | 36.2% |
| Financial | XLF | -0.23% | 2.11% | -9.14% | 2.44% |
| Health Care | XLV | -1.54% | 3.79% | 0.15% | 23.4% |
| Industrial | XLI | -2.04% | -0.11% | -2.25% | 15.5% |
| Materials | XLB | -1.01% | 2.43% | 5.87% | 28.7% |
| Real Estate | XLRE | -0.10% | 1.31% | -0.65% | 7.04% |
| Technology | XLK | -4.07% | -1.69% | 1.80% | 17.4% |
| Utilities | XLU | 1.22% | -0.06% | -3.66% | 3.30% |
| Aerospace & Defense | XAR | -2.57% | -6.39% | -15.1% | -1.44% |
| Biotech | XBI | -2.92% | -2.28% | 11.1% | 27.0% |
| Homebuilder | XHB | -0.93% | 2.27% | 13.3% | 32.2% |
| Retail | XRT | -0.05% | 0.56% | 4.03% | 27.9% |