(DFAU) Dimensional US Core - Performance 7.1% in 12m
Compare DFAU with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
67.49%
#115 in Group
Rel. Strength
59.05%
#3144 in Universe
Total Return 12m
7.13%
#110 in Group
Total Return 5y
64.64%
#123 in Group
12m Total Return: DFAU (7.1%) 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: DFAU vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for DFAU
| Total Return (including Dividends) | DFAU | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -3.62% | -3.62% | -3.62% |
| 3 Months | -4.38% | -3.76% | -3.76% |
| 12 Months | 7.13% | 8.80% | 8.80% |
| 5 Years | 64.64% | 143.09% | 143.09% |
| Trend Score (consistency of price movement) | DFAU | SPY | S&P 500 |
| 1 Month | -13.6% | -17.5% | -17.5% |
| 3 Months | -58.9% | -55.3% | -55.3% |
| 12 Months | 83.1% | 84.8% | 84.8% |
| 5 Years | 75.0% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #111 | 0.0% | 0.0% |
| 3 Month | #154 | -0.65% | -0.65% |
| 12 Month | #119 | -1.53% | -1.53% |
| 5 Years | #92 | -1.96% | -1.96% |
FAQs
Does DFAU Dimensional US Core outperforms the market?
No,
over the last 12 months DFAU made 7.13%, while its related Sector, the SPDR SP500 Trust (SPY) made 8.80%.
Over the last 3 months DFAU made -4.38%, while SPY made -3.76%.
Over the last 3 months DFAU made -4.38%, while SPY made -3.76%.
Performance Comparison DFAU vs Indeces and Sectors
DFAU vs. Indices DFAU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.08% | - | -0.57% | -1.67% |
| US NASDAQ 100 | QQQ | 1.61% | 1.14% | 0.19% | 0.24% |
| US Dow Jones Industrial 30 | DIA | -1.14% | -0.91% | -1.60% | -0.73% |
| German DAX 40 | DAX | - | -0.81% | -18.4% | -15.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.07% | -3.89% | 7.64% | -1.95% |
| Hongkong Hang Seng | HSI | -2.88% | -6.10% | 3.82% | -11.1% |
| India NIFTY 50 | INDA | -0.70% | -10.4% | 10.3% | 7.27% |
| Brasil Bovespa | EWZ | -1.54% | -11.9% | 6.03% | 18.4% |
DFAU vs. Sectors DFAU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.83% | 0.52% | -8.56% | -11.5% |
| Consumer Discretionary | XLY | 0.51% | 2.0% | -1.74% | -3.16% |
| Consumer Staples | XLP | -6.55% | -2.07% | -1.44% | -3.65% |
| Energy | XLE | -3.43% | -11.5% | -7.67% | 5.05% |
| Financial | XLF | -1.25% | -0.12% | -12.5% | -13.5% |
| Health Care | XLV | -1.27% | 0.18% | 4.36% | 7.69% |
| Industrial | XLI | -0.61% | -2.0% | 0.65% | 0.11% |
| Materials | XLB | -2.35% | -3.31% | 8.05% | 12.2% |
| Real Estate | XLRE | -3.96% | -0.47% | 2.76% | -4.44% |
| Technology | XLK | 2.14% | 1.10% | 3.96% | 6.85% |
| Utilities | XLU | -5.37% | -3.97% | 0.13% | -17.7% |
| Aerospace & Defense | XAR | 2.26% | -3.31% | -3.67% | -10.1% |
| Biotech | XBI | 7.64% | 5.07% | 18.9% | 23.7% |
| Homebuilder | XHB | -0.18% | -2.13% | 20.1% | 18.2% |
| Retail | XRT | -1.66% | -0.97% | 6.20% | 16.6% |