(DFAR) Dimensional Trust - Performance 15.5% in 12m
Compare DFAR with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
12.84%
#30 in Group
Rel. Strength
73.45%
#2121 in Universe
Total Return 12m
15.46%
#11 in Group
Total Return 5y
-1.27%
#31 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
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12m Total Return: DFAR (15.5%) vs XLRE (17.1%)
5y Drawdown (Underwater) Chart
Top Performers in Real Estate
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 |
|---|---|---|---|---|---|---|---|---|
| REZ NYSE ARCA iShares Residential |
-3.35% | 22.6% | 65.7% | - | - | - | - | - |
| USRT NYSE ARCA iShares Core U.S. REIT |
-4.2% | 14.5% | 58.7% | - | - | - | - | - |
| BBRE BATS JPMorgan BetaBuilders MSCI |
-4.28% | 14.2% | 57.7% | - | - | - | - | - |
| FRI NYSE ARCA First Trust S&P REIT |
-3.88% | 14.2% | 56.2% | - | - | - | - | - |
| RWR NYSE ARCA SPDR Dow Jones REIT |
-4.33% | 13.6% | 53.6% | - | - | - | - | - |
| XLRE NYSE ARCA The Real Estate Sector SPDR |
-2.89% | 17.1% | 43.8% | - | - | - | - | - |
| PPTY NYSE ARCA U.S. Diversified Real |
-5.77% | 8.54% | 43.4% | - | - | - | - | - |
| IYR NYSE ARCA iShares U.S. Real Estate |
-3.63% | 15.5% | 42.6% | - | - | - | - | - |
Performance Comparison: DFAR vs XLRE vs S&P 500
XLRE (The Real Estate Sector SPDR ETF) is the Sector Benchmark for DFAR
| Total Return (including Dividends) | DFAR | XLRE | S&P 500 |
|---|---|---|---|
| 1 Month | -3.34% | -2.89% | -5.89% |
| 3 Months | -3.26% | -2.68% | -12.45% |
| 12 Months | 15.46% | 17.11% | 6.72% |
| 5 Years | -1.27% | 43.78% | 101.06% |
| Trend Score (consistency of price movement) | DFAR | XLRE | S&P 500 |
| 1 Month | -63.7% | -63.6% | -74.5% |
| 3 Months | -30.2% | -27.5% | -88.2% |
| 12 Months | 41.3% | 46.6% | 66.1% |
| 5 Years | 28.4% | 43.4% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLRE | vs. S&P 500 |
| 1 Month | #8 | -0.46% | 2.71% |
| 3 Month | #14 | -0.59% | 10.5% |
| 12 Month | #11 | -1.41% | 8.18% |
| 5 Years | #25 | -2.21% | -23.4% |
FAQs
Does DFAR Dimensional Trust outperforms the market?
No,
over the last 12 months DFAR made 15.46%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 17.11%.
Over the last 3 months DFAR made -3.26%, while XLRE made -2.68%.
Over the last 3 months DFAR made -3.26%, while XLRE made -2.68%.
Performance Comparison DFAR vs Indeces and Sectors
DFAR vs. Indices DFAR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 5.40% | 2.55% | 0.09% | 8.74% |
| US NASDAQ 100 | QQQ | 6.26% | 2.94% | 0.62% | 9.93% |
| US Dow Jones Industrial 30 | DIA | 6.57% | 2.48% | -0.45% | 10.2% |
| German DAX 40 | DAX | 0.04% | 6.06% | -17.0% | -2.75% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.69% | 4.16% | -2.19% | 9.57% |
| Hongkong Hang Seng | HSI | 1.11% | 6.48% | -1.43% | -0.76% |
| India NIFTY 50 | INDA | 1.03% | -8.11% | -2.36% | 12.4% |
| Brasil Bovespa | EWZ | 1.84% | 1.74% | -2.86% | 24.9% |
DFAR vs. Sectors DFAR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 5.15% | 2.32% | -8.72% | 1.92% |
| Consumer Discretionary | XLY | 6.27% | 0.58% | -2.65% | 6.24% |
| Consumer Staples | XLP | 2.10% | -6.54% | -10.1% | 1.52% |
| Energy | XLE | 0.68% | 6.74% | -0.97% | 25.8% |
| Financial | XLF | 4.03% | 1.17% | -8.03% | -3.49% |
| Health Care | XLV | 5.0% | 4.03% | 1.49% | 16.0% |
| Industrial | XLI | 4.28% | 1.36% | 0.01% | 10.1% |
| Materials | XLB | 3.68% | 3.31% | 7.17% | 23.0% |
| Real Estate | XLRE | 0.06% | -0.45% | -1.26% | -1.65% |
| Technology | XLK | 6.76% | 5.59% | 6.90% | 16.7% |
| Utilities | XLU | 2.09% | -2.92% | -5.65% | -8.91% |
| Aerospace & Defense | XAR | 3.71% | -3.38% | -9.67% | -8.70% |
| Biotech | XBI | 1.84% | 8.54% | 14.6% | 24.4% |
| Homebuilder | XHB | 4.45% | 3.50% | 18.0% | 24.6% |
| Retail | XRT | 3.70% | -1.23% | 4.76% | 19.9% |