(DFIV) Dimensional - Performance 14.4% in 12m
Compare DFIV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
54.20%
#33 in Group
Rel. Strength
70.22%
#2393 in Universe
Total Return 12m
14.42%
#25 in Group
Total Return 5y
37.48%
#40 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: DFIV (14.4%) vs DIA (7%)
5y Drawdown (Underwater) Chart
Top Performers in Foreign Large 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 |
|---|---|---|---|---|---|---|---|---|
| LVHI BATS Franklin International Low |
-3.26% | 13.4% | 102% | - | - | - | - | - |
| DDWM BATS WisdomTree Dynamic Currency |
0.52% | 15.1% | 91.9% | - | - | - | - | - |
| VYMI NASDAQ Vanguard International High |
-0.04% | 16.1% | 99.3% | - | - | - | - | - |
| EFV BATS iShares MSCI EAFE Value |
0.33% | 18.4% | 100% | - | - | - | - | - |
| IVLU NYSE ARCA iShares Edge MSCI Intl |
-0.8% | 16.5% | 103% | - | - | - | - | - |
| PID NASDAQ Invesco International |
0.57% | 11.9% | 93.3% | - | - | - | - | - |
| HDEF NYSE ARCA Xtrackers MSCI EAFE High |
1.75% | 18.6% | 84.7% | - | - | - | - | - |
| IPKW NASDAQ Invesco International |
-3.18% | 18.7% | 117% | - | - | - | - | - |
Performance Comparison: DFIV vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for DFIV
| Total Return (including Dividends) | DFIV | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -1.38% | -5.78% | -4.31% |
| 3 Months | 7.40% | -9.96% | -7.85% |
| 12 Months | 14.42% | 6.98% | 10.76% |
| 5 Years | 37.48% | 82.18% | 106.31% |
| Trend Score (consistency of price movement) | DFIV | DIA | S&P 500 |
| 1 Month | -0.10% | -52.6% | -35.6% |
| 3 Months | 35.5% | -92.7% | -89.7% |
| 12 Months | 55.4% | 64.4% | 58.3% |
| 5 Years | 87.0% | 86.3% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #44 | 4.66% | 3.06% |
| 3 Month | #33 | 19.3% | 16.6% |
| 12 Month | #26 | 6.95% | 3.31% |
| 5 Years | #3 | 12.0% | 5.67% |
FAQs
Does DFIV Dimensional outperforms the market?
Yes,
over the last 12 months DFIV made 14.42%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 6.98%.
Over the last 3 months DFIV made 7.40%, while DIA made -9.96%.
Over the last 3 months DFIV made 7.40%, while DIA made -9.96%.
Performance Comparison DFIV vs Indeces and Sectors
DFIV vs. Indices DFIV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -3.41% | 2.93% | 14.3% | 3.66% |
| US NASDAQ 100 | QQQ | -5.37% | 2.86% | 14.3% | 2.41% |
| US Dow Jones Industrial 30 | DIA | -1.34% | 4.40% | 14.1% | 7.44% |
| German DAX 40 | DAX | -0.75% | 2.43% | -4.12% | -9.09% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.12% | 2.12% | 15.7% | 5.80% |
| Hongkong Hang Seng | HSI | -1.14% | 1.50% | 12.4% | 0.40% |
| India NIFTY 50 | INDA | 4.02% | -2.94% | 12.7% | 12.6% |
| Brasil Bovespa | EWZ | -3.16% | -3.35% | 9.81% | 19.9% |
DFIV vs. Sectors DFIV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.27% | 4.20% | 5.57% | -7.98% |
| Consumer Discretionary | XLY | -5.76% | 2.66% | 11.2% | 0.07% |
| Consumer Staples | XLP | 4.05% | -4.13% | 8.99% | 4.93% |
| Energy | XLE | -0.06% | 10.3% | 16.7% | 26.4% |
| Financial | XLF | -1.45% | 3.40% | 6.21% | -4.88% |
| Health Care | XLV | -0.39% | 3.59% | 16.3% | 14.2% |
| Industrial | XLI | -1.58% | 2.69% | 14.0% | 7.51% |
| Materials | XLB | -0.16% | 3.13% | 21.2% | 19.8% |
| Real Estate | XLRE | 1.42% | 0.53% | 16.5% | -0.70% |
| Technology | XLK | -7.22% | 3.14% | 19.2% | 8.18% |
| Utilities | XLU | 0.74% | -3.06% | 11.2% | -6.02% |
| Aerospace & Defense | XAR | -2.97% | -1.08% | 3.04% | -12.6% |
| Biotech | XBI | -2.54% | 6.46% | 27.4% | 16.7% |
| Homebuilder | XHB | -1.66% | 4.64% | 29.3% | 22.4% |
| Retail | XRT | -0.62% | 1.55% | 18.4% | 18.0% |