(DFAT) Dimensional U.S. - Performance -4.4% in 12m
Compare DFAT with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
30.28%
#40 in Group
Rel. Strength
39.47%
#4854 in Universe
Total Return 12m
-4.43%
#32 in Group
Total Return 5y
13.89%
#43 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: DFAT (-4.4%) vs SPY (9.4%)
5y Drawdown (Underwater) Chart
Top Performers in Small Value
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 |
|---|---|---|---|---|---|---|---|---|
| REGL BATS ProShares S&P MidCap 400 |
-1.82% | 6.28% | 80.3% | - | - | - | - | - |
| IVOV NYSE ARCA Vanguard S&P Mid-Cap 400 |
-3.88% | 3.59% | 101% | - | - | - | - | - |
| MDYV NYSE ARCA SPDR S&P 400 Mid Cap Value |
-3.91% | 3.44% | 100% | - | - | - | - | - |
| XMVM NYSE ARCA Invesco S&P MidCap Value |
-2.01% | 0.94% | 117% | - | - | - | - | - |
| IJJ NYSE ARCA iShares S&P Mid-Cap 400 |
-3.91% | 3.45% | 99.9% | - | - | - | - | - |
| RWJ NYSE ARCA Invesco S&P SmallCap 600 |
-4.67% | -3.59% | 149% | - | - | - | - | - |
| AVUV NYSE ARCA Avantis U.S. Small Cap |
-4.61% | -6.77% | 140% | - | - | - | - | - |
| SDVY NASDAQ First Trust SMID Cap Rising |
-2.52% | -1.09% | 120% | - | - | - | - | - |
Performance Comparison: DFAT vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for DFAT
| Total Return (including Dividends) | DFAT | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -4.31% | -0.87% | -0.87% |
| 3 Months | -14.27% | -8.60% | -8.60% |
| 12 Months | -4.43% | 9.37% | 9.37% |
| 5 Years | 13.89% | 103.96% | 103.96% |
| Trend Score (consistency of price movement) | DFAT | SPY | S&P 500 |
| 1 Month | -13.9% | -17.9% | -17.9% |
| 3 Months | -91.3% | -89.7% | -89.7% |
| 12 Months | 18.0% | 57.2% | 57.2% |
| 5 Years | 77.8% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #32 | -3.48% | -3.48% |
| 3 Month | #35 | -6.20% | -6.20% |
| 12 Month | #35 | -12.6% | -12.6% |
| 5 Years | #36 | -16.9% | -16.9% |
FAQs
Does DFAT Dimensional U.S. outperforms the market?
No,
over the last 12 months DFAT made -4.43%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.37%.
Over the last 3 months DFAT made -14.27%, while SPY made -8.60%.
Over the last 3 months DFAT made -14.27%, while SPY made -8.60%.
Performance Comparison DFAT vs Indeces and Sectors
DFAT vs. Indices DFAT is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.34% | -3.44% | -6.36% | -13.8% |
| US NASDAQ 100 | QQQ | -3.22% | -5.05% | -6.58% | -14.3% |
| US Dow Jones Industrial 30 | DIA | 0.44% | -1.15% | -6.52% | -10.9% |
| German DAX 40 | DAX | 1.27% | -3.35% | -24.7% | -26.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 5.50% | -1.46% | -4.45% | -9.32% |
| Hongkong Hang Seng | HSI | 1.27% | -1.86% | -7.14% | -14.4% |
| India NIFTY 50 | INDA | 5.30% | -8.23% | -8.21% | -6.61% |
| Brasil Bovespa | EWZ | -2.13% | -9.13% | -10.7% | 2.95% |
DFAT vs. Sectors DFAT is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.57% | -3.24% | -15.1% | -25.4% |
| Consumer Discretionary | XLY | -3.69% | -4.63% | -9.58% | -15.2% |
| Consumer Staples | XLP | 6.49% | -4.51% | -11.4% | -13.4% |
| Energy | XLE | 1.31% | 5.92% | -5.45% | 6.66% |
| Financial | XLF | 0.33% | -2.20% | -13.8% | -24.5% |
| Health Care | XLV | 1.30% | -0.21% | -4.84% | -4.72% |
| Industrial | XLI | 0.18% | -3.76% | -7.01% | -10.8% |
| Materials | XLB | 1.76% | -1.63% | 0.84% | 2.10% |
| Real Estate | XLRE | 2.90% | -2.79% | -4.75% | -18.9% |
| Technology | XLK | -4.93% | -5.16% | -1.63% | -8.86% |
| Utilities | XLU | 2.22% | -5.22% | -9.56% | -25.3% |
| Aerospace & Defense | XAR | -1.25% | -9.52% | -18.3% | -29.3% |
| Biotech | XBI | -1.91% | -0.72% | 6.46% | 0.28% |
| Homebuilder | XHB | 0.27% | -1.89% | 9.06% | 5.16% |
| Retail | XRT | 1.20% | -4.50% | -1.62% | 0.23% |