(DFNL) Davis Select Financial - Performance 18.8% in 12m
Compare DFNL with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
82.27%
#8 in Group
Rel. Strength
76.56%
#1873 in Universe
Total Return 12m
18.80%
#11 in Group
Total Return 5y
137.30%
#11 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: DFNL (18.8%) vs XLF (19%)
5y Drawdown (Underwater) Chart
Top Performers in Financial
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 |
|---|---|---|---|---|---|---|---|---|
| KIE NYSE ARCA SPDR S&P Insurance |
-4.05% | 19.5% | 141% | - | - | - | - | - |
| KBWP NASDAQ Invesco KBW Property |
-2.48% | 17.9% | 143% | - | - | - | - | - |
| IAK NYSE ARCA iShares U.S. Insurance |
-4.27% | 19% | 175% | - | - | - | - | - |
| EUFN NASDAQ iShares MSCI Europe |
-3.16% | 37.6% | 188% | - | - | - | - | - |
| BIZD NYSE ARCA VanEck BDC Income |
-7.67% | 2.51% | 161% | - | - | - | - | - |
| IAI NYSE ARCA iShares U.S. Broker-Dealers |
-5.57% | 21% | 153% | - | - | - | - | - |
| IXG NYSE ARCA iShares Global Financials |
-4.4% | 23% | 134% | - | - | - | - | - |
| XLF NYSE ARCA Financial Sector SPDR Fund |
-4.51% | 19% | 133% | - | - | - | - | - |
Performance Comparison: DFNL vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for DFNL
| Total Return (including Dividends) | DFNL | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -6.27% | -4.51% | -5.89% |
| 3 Months | -8.44% | -7.56% | -12.45% |
| 12 Months | 18.80% | 18.95% | 6.72% |
| 5 Years | 137.30% | 132.81% | 101.06% |
| Trend Score (consistency of price movement) | DFNL | XLF | S&P 500 |
| 1 Month | -71.2% | -71.4% | -74.5% |
| 3 Months | -75.6% | -76.1% | -88.2% |
| 12 Months | 85.7% | 87.3% | 66.1% |
| 5 Years | 75.3% | 75.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #16 | -1.85% | -0.41% |
| 3 Month | #11 | -0.94% | 4.58% |
| 12 Month | #11 | -0.13% | 11.3% |
| 5 Years | #14 | 1.93% | 18.0% |
FAQs
Does DFNL Davis Select Financial outperforms the market?
No,
over the last 12 months DFNL made 18.80%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 18.95%.
Over the last 3 months DFNL made -8.44%, while XLF made -7.56%.
Over the last 3 months DFNL made -8.44%, while XLF made -7.56%.
Performance Comparison DFNL vs Indeces and Sectors
DFNL vs. Indices DFNL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 2.58% | -0.38% | 6.58% | 12.1% |
| US NASDAQ 100 | QQQ | 3.44% | 0.01% | 7.11% | 13.3% |
| US Dow Jones Industrial 30 | DIA | 3.75% | -0.45% | 6.04% | 13.5% |
| German DAX 40 | DAX | -2.78% | 3.13% | -10.5% | 0.59% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.87% | 1.23% | 4.30% | 12.9% |
| Hongkong Hang Seng | HSI | -1.71% | 3.55% | 5.06% | 2.58% |
| India NIFTY 50 | INDA | -1.79% | -11.0% | 4.13% | 15.7% |
| Brasil Bovespa | EWZ | -0.98% | -1.19% | 3.63% | 28.3% |
DFNL vs. Sectors DFNL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.33% | -0.61% | -2.23% | 5.26% |
| Consumer Discretionary | XLY | 3.45% | -2.35% | 3.84% | 9.58% |
| Consumer Staples | XLP | -0.72% | -9.47% | -3.64% | 4.86% |
| Energy | XLE | -2.14% | 3.81% | 5.52% | 29.1% |
| Financial | XLF | 1.21% | -1.76% | -1.54% | -0.15% |
| Health Care | XLV | 2.18% | 1.10% | 7.98% | 19.3% |
| Industrial | XLI | 1.46% | -1.57% | 6.50% | 13.4% |
| Materials | XLB | 0.86% | 0.38% | 13.7% | 26.3% |
| Real Estate | XLRE | -2.76% | -3.38% | 5.23% | 1.69% |
| Technology | XLK | 3.94% | 2.66% | 13.4% | 20.0% |
| Utilities | XLU | -0.73% | -5.85% | 0.84% | -5.57% |
| Aerospace & Defense | XAR | 0.89% | -6.31% | -3.18% | -5.36% |
| Biotech | XBI | -0.98% | 5.61% | 21.1% | 27.7% |
| Homebuilder | XHB | 1.63% | 0.57% | 24.5% | 27.9% |
| Retail | XRT | 0.88% | -4.16% | 11.3% | 23.2% |