(DFAS) Dimensional U.S. Small - Performance -1.6% in 12m
Compare DFAS with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
22.26%
#46 in Group
Rel. Strength
41.98%
#4656 in Universe
Total Return 12m
-1.56%
#34 in Group
Total Return 5y
4.96%
#47 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: DFAS (-1.6%) vs IWM (-0.7%)
5y Drawdown (Underwater) Chart
Top Performers in Small 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 |
|---|---|---|---|---|---|---|---|---|
| OUSM BATS O’Shares U.S. Small-Cap |
-4.51% | 2% | 93.9% | - | - | - | - | - |
| FSMD NYSE ARCA Fidelity Small-Mid Factor |
-4.39% | 4.16% | 96.4% | - | - | - | - | - |
| TPSC NYSE ARCA Timothy Plan US Small Cap |
-5.38% | 3.34% | 104% | - | - | - | - | - |
| SMLF NYSE ARCA iShares MSCI USA Small-Cap |
-6.55% | 1.53% | 98.5% | - | - | - | - | - |
| XMLV NYSE ARCA Invesco S&P MidCap Low |
-1.96% | 12.1% | 58.5% | - | - | - | - | - |
| FNDA NYSE ARCA Schwab Fundamental U.S. |
-7.11% | -2.23% | 102% | - | - | - | - | - |
| PSC NASDAQ Principal U.S. Small-Cap |
-4.95% | 0.82% | 107% | - | - | - | - | - |
| SMMV BATS iShares MSCI USA Small-Cap |
-1.73% | 14.3% | 59.6% | - | - | - | - | - |
Performance Comparison: DFAS vs IWM vs S&P 500
IWM (iShares Russell 2000 ETF) is the Sector Benchmark for DFAS
| Total Return (including Dividends) | DFAS | IWM | S&P 500 |
|---|---|---|---|
| 1 Month | -6.49% | -7.09% | -4.77% |
| 3 Months | -14.37% | -14.95% | -9.81% |
| 12 Months | -1.56% | -0.71% | 9.54% |
| 5 Years | 4.96% | 62.38% | 104.83% |
| Trend Score (consistency of price movement) | DFAS | IWM | S&P 500 |
| 1 Month | -47.9% | -44.2% | -51.2% |
| 3 Months | -93.2% | -92.8% | -90.1% |
| 12 Months | 27.7% | 25.1% | 59.4% |
| 5 Years | 58.0% | 35.7% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. IWM | vs. S&P 500 |
| 1 Month | #17 | 0.64% | -1.81% |
| 3 Month | #16 | 0.69% | -5.05% |
| 12 Month | #16 | -0.86% | -10.1% |
| 5 Years | #5 | 19.0% | -22.9% |
FAQs
Does DFAS Dimensional U.S. Small outperforms the market?
No,
over the last 12 months DFAS made -1.56%, while its related Sector, the iShares Russell 2000 (IWM) made -0.71%.
Over the last 3 months DFAS made -14.37%, while IWM made -14.95%.
Over the last 3 months DFAS made -14.37%, while IWM made -14.95%.
Performance Comparison DFAS vs Indeces and Sectors
DFAS vs. Indices DFAS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.05% | -1.72% | -4.87% | -11.1% |
| US NASDAQ 100 | QQQ | -1.34% | -1.74% | -5.11% | -11.8% |
| US Dow Jones Industrial 30 | DIA | 1.44% | -0.78% | -5.25% | -7.55% |
| German DAX 40 | DAX | -0.27% | -3.08% | -23.3% | -23.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.06% | -3.40% | -5.18% | -11.2% |
| Hongkong Hang Seng | HSI | -0.60% | -3.28% | -7.79% | -17.1% |
| India NIFTY 50 | INDA | 1.07% | -9.60% | -7.58% | -5.63% |
| Brasil Bovespa | EWZ | -2.13% | -8.59% | -8.61% | 5.18% |
DFAS vs. Sectors DFAS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.05% | -1.50% | -13.9% | -18.9% |
| Consumer Discretionary | XLY | -0.80% | -1.51% | -7.31% | -14.0% |
| Consumer Staples | XLP | 4.90% | -8.57% | -10.3% | -11.1% |
| Energy | XLE | 2.62% | 4.61% | -3.30% | 9.81% |
| Financial | XLF | 0.47% | -2.70% | -13.0% | -20.7% |
| Health Care | XLV | 2.50% | 0.14% | -2.62% | -0.67% |
| Industrial | XLI | 0.93% | -2.57% | -5.70% | -8.81% |
| Materials | XLB | 0.82% | -2.68% | 1.20% | 2.39% |
| Real Estate | XLRE | 3.55% | -3.55% | -2.84% | -16.2% |
| Technology | XLK | -2.62% | -0.88% | 0.14% | -6.02% |
| Utilities | XLU | 3.03% | -6.85% | -7.53% | -22.7% |
| Aerospace & Defense | XAR | 0.80% | -5.87% | -16.2% | -27.2% |
| Biotech | XBI | -2.63% | 2.44% | 6.93% | 1.93% |
| Homebuilder | XHB | 0.05% | -0.66% | 9.87% | 5.83% |
| Retail | XRT | 0.95% | -2.66% | -1.15% | 2.50% |