(DFAC) Dimensional U.S. Core - Performance 5.2% in 12m
Compare DFAC with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
49.97%
#168 in Group
Rel. Strength
53.28%
#3587 in Universe
Total Return 12m
5.18%
#144 in Group
Total Return 5y
30.37%
#161 in Group
12m Total Return: DFAC (5.2%) vs SPY (8.8%)
5y Drawdown (Underwater) Chart
Top Performers in Large Blend
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 |
|---|---|---|---|---|---|---|---|---|
| FCPI BATS Fidelity Stocks Inflation |
-1.48% | 11.5% | 157% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
-3.34% | 5.77% | 126% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
-3.74% | 5.33% | 123% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-3.37% | 8.99% | 147% | - | - | - | - | - |
| SPMO NYSE ARCA Invesco SP500 Momentum |
-4.41% | 17% | 182% | - | - | - | - | - |
| RECS NYSE ARCA Columbia Trust I |
-3.42% | 8.84% | 152% | - | - | - | - | - |
| DGRW NASDAQ WisdomTree U.S. Quality |
-2.33% | 7.27% | 133% | - | - | - | - | - |
| LRGF NYSE ARCA iShares U.S. Equity Factor |
-3.95% | 9.45% | 148% | - | - | - | - | - |
Performance Comparison: DFAC vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for DFAC
| Total Return (including Dividends) | DFAC | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -3.29% | -3.62% | -3.62% |
| 3 Months | -3.99% | -3.76% | -3.76% |
| 12 Months | 5.18% | 8.80% | 8.80% |
| 5 Years | 30.37% | 143.09% | 143.09% |
| Trend Score (consistency of price movement) | DFAC | SPY | S&P 500 |
| 1 Month | -13.6% | -17.5% | -17.5% |
| 3 Months | -59.4% | -55.3% | -55.3% |
| 12 Months | 79.7% | 84.8% | 84.8% |
| 5 Years | 68.6% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #82 | 0.34% | 0.34% |
| 3 Month | #127 | -0.24% | -0.24% |
| 12 Month | #154 | -3.33% | -3.33% |
| 5 Years | #133 | -6.63% | -6.63% |
FAQs
Does DFAC Dimensional U.S. Core outperforms the market?
No,
over the last 12 months DFAC made 5.18%, while its related Sector, the SPDR SP500 Trust (SPY) made 8.80%.
Over the last 3 months DFAC made -3.99%, while SPY made -3.76%.
Over the last 3 months DFAC made -3.99%, while SPY made -3.76%.
Performance Comparison DFAC vs Indeces and Sectors
DFAC vs. Indices DFAC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.19% | 0.33% | -1.44% | -3.62% |
| US NASDAQ 100 | QQQ | 1.88% | 1.47% | -0.68% | -1.71% |
| US Dow Jones Industrial 30 | DIA | -0.87% | -0.58% | -2.47% | -2.68% |
| German DAX 40 | DAX | 0.27% | -0.48% | -19.2% | -17.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.80% | -3.56% | 6.77% | -3.90% |
| Hongkong Hang Seng | HSI | -2.61% | -5.77% | 2.95% | -13.0% |
| India NIFTY 50 | INDA | -0.43% | -10.1% | 9.46% | 5.32% |
| Brasil Bovespa | EWZ | -1.27% | -11.6% | 5.16% | 16.4% |
DFAC vs. Sectors DFAC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.10% | 0.85% | -9.43% | -13.4% |
| Consumer Discretionary | XLY | 0.78% | 2.33% | -2.61% | -5.11% |
| Consumer Staples | XLP | -6.28% | -1.74% | -2.31% | -5.60% |
| Energy | XLE | -3.16% | -11.2% | -8.54% | 3.10% |
| Financial | XLF | -0.98% | 0.21% | -13.4% | -15.4% |
| Health Care | XLV | -1.0% | 0.51% | 3.49% | 5.74% |
| Industrial | XLI | -0.34% | -1.67% | -0.22% | -1.84% |
| Materials | XLB | -2.08% | -2.98% | 7.18% | 10.3% |
| Real Estate | XLRE | -3.69% | -0.14% | 1.89% | -6.39% |
| Technology | XLK | 2.41% | 1.43% | 3.09% | 4.90% |
| Utilities | XLU | -5.10% | -3.64% | -0.74% | -19.7% |
| Aerospace & Defense | XAR | 2.53% | -2.98% | -4.54% | -12.1% |
| Biotech | XBI | 7.91% | 5.40% | 18.1% | 21.8% |
| Homebuilder | XHB | 0.09% | -1.80% | 19.3% | 16.3% |
| Retail | XRT | -1.39% | -0.64% | 5.33% | 14.7% |