(DFLV) Dimensional Trust - Performance 1.2% in 12m
Compare DFLV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
45.07%
#109 in Group
Rel. Strength
48.08%
#4147 in Universe
Total Return 12m
1.19%
#115 in Group
Total Return 5y
18.90%
#107 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: DFLV (1.2%) vs DIA (5.3%)
5y Drawdown (Underwater) Chart
Top Performers in 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 |
|---|---|---|---|---|---|---|---|---|
| FNDX NYSE ARCA Schwab Fundamental U.S. |
-6.32% | 7.09% | 140% | - | - | - | - | - |
| FNDB NYSE ARCA Schwab Fundamental U.S. |
-6.54% | 6.38% | 132% | - | - | - | - | - |
| FDL NYSE ARCA First Trust Morningstar |
-7.19% | 15% | 111% | - | - | - | - | - |
| RWL NYSE ARCA Invesco SP500 Revenue |
-5.13% | 6.36% | 114% | - | - | - | - | - |
| FDVV NYSE ARCA Fidelity High Dividend |
-6.25% | 10.4% | 123% | - | - | - | - | - |
| EQL NYSE ARCA ALPS Equal Sector Weight |
-4.72% | 9.81% | 112% | - | - | - | - | - |
| IUS NASDAQ Invesco RAFI Strategic US |
-5.9% | 3.46% | 118% | - | - | - | - | - |
| SCHV NYSE ARCA Schwab U.S. Large-Cap Value |
-5.45% | 9.24% | 103% | - | - | - | - | - |
Performance Comparison: DFLV vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for DFLV
| Total Return (including Dividends) | DFLV | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -7.06% | -5.82% | -5.89% |
| 3 Months | -10.01% | -10.73% | -12.45% |
| 12 Months | 1.19% | 5.31% | 6.72% |
| 5 Years | 18.90% | 81.31% | 101.06% |
| Trend Score (consistency of price movement) | DFLV | DIA | S&P 500 |
| 1 Month | -74.4% | -73.8% | -74.5% |
| 3 Months | -86.1% | -88.6% | -88.2% |
| 12 Months | 57.8% | 71.6% | 66.1% |
| 5 Years | 89.7% | 86.4% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #105 | -1.32% | -1.24% |
| 3 Month | #97 | 0.81% | 2.78% |
| 12 Month | #113 | -3.91% | -5.18% |
| 5 Years | #91 | -2.11% | -14.3% |
FAQs
Does DFLV Dimensional Trust outperforms the market?
No,
over the last 12 months DFLV made 1.19%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 5.31%.
Over the last 3 months DFLV made -10.01%, while DIA made -10.73%.
Over the last 3 months DFLV made -10.01%, while DIA made -10.73%.
Performance Comparison DFLV vs Indeces and Sectors
DFLV vs. Indices DFLV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.13% | -1.17% | -0.34% | -5.53% |
| US NASDAQ 100 | QQQ | 1.99% | -0.78% | 0.19% | -4.34% |
| US Dow Jones Industrial 30 | DIA | 2.30% | -1.24% | -0.88% | -4.12% |
| German DAX 40 | DAX | -4.23% | 2.34% | -17.4% | -17.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.42% | 0.44% | -2.62% | -4.70% |
| Hongkong Hang Seng | HSI | -3.16% | 2.76% | -1.86% | -15.0% |
| India NIFTY 50 | INDA | -3.24% | -11.8% | -2.79% | -1.88% |
| Brasil Bovespa | EWZ | -2.43% | -1.98% | -3.29% | 10.7% |
DFLV vs. Sectors DFLV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.88% | -1.40% | -9.15% | -12.4% |
| Consumer Discretionary | XLY | 2.00% | -3.14% | -3.08% | -8.03% |
| Consumer Staples | XLP | -2.17% | -10.3% | -10.6% | -12.8% |
| Energy | XLE | -3.59% | 3.02% | -1.40% | 11.5% |
| Financial | XLF | -0.24% | -2.55% | -8.46% | -17.8% |
| Health Care | XLV | 0.73% | 0.31% | 1.06% | 1.73% |
| Industrial | XLI | 0.01% | -2.36% | -0.42% | -4.17% |
| Materials | XLB | -0.59% | -0.41% | 6.74% | 8.73% |
| Real Estate | XLRE | -4.21% | -4.17% | -1.69% | -15.9% |
| Technology | XLK | 2.49% | 1.87% | 6.47% | 2.40% |
| Utilities | XLU | -2.18% | -6.64% | -6.08% | -23.2% |
| Aerospace & Defense | XAR | -0.56% | -7.10% | -10.1% | -23.0% |
| Biotech | XBI | -2.43% | 4.82% | 14.2% | 10.1% |
| Homebuilder | XHB | 0.18% | -0.22% | 17.6% | 10.3% |
| Retail | XRT | -0.57% | -4.95% | 4.33% | 5.58% |