(DFSU) Dimensional US - Performance 6.2% in 12m
Compare DFSU with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
62.74%
#125 in Group
Rel. Strength
56.29%
#3356 in Universe
Total Return 12m
6.21%
#128 in Group
Total Return 5y
48.66%
#130 in Group
12m Total Return: DFSU (6.2%) 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: DFSU vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for DFSU
| Total Return (including Dividends) | DFSU | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -4.13% | -3.62% | -3.62% |
| 3 Months | -4.64% | -3.76% | -3.76% |
| 12 Months | 6.21% | 8.80% | 8.80% |
| 5 Years | 48.66% | 143.09% | 143.09% |
| Trend Score (consistency of price movement) | DFSU | SPY | S&P 500 |
| 1 Month | -25.2% | -17.5% | -17.5% |
| 3 Months | -58.5% | -55.3% | -55.3% |
| 12 Months | 82.6% | 84.8% | 84.8% |
| 5 Years | 96.9% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #160 | -0.54% | -0.54% |
| 3 Month | #160 | -0.91% | -0.91% |
| 12 Month | #141 | -2.38% | -2.38% |
| 5 Years | #112 | -4.11% | -4.11% |
FAQs
Does DFSU Dimensional US outperforms the market?
No,
over the last 12 months DFSU made 6.21%, while its related Sector, the SPDR SP500 Trust (SPY) made 8.80%.
Over the last 3 months DFSU made -4.64%, while SPY made -3.76%.
Over the last 3 months DFSU made -4.64%, while SPY made -3.76%.
Performance Comparison DFSU vs Indeces and Sectors
DFSU vs. Indices DFSU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.25% | -0.51% | -1.15% | -2.59% |
| US NASDAQ 100 | QQQ | 1.44% | 0.63% | -0.39% | -0.68% |
| US Dow Jones Industrial 30 | DIA | -1.31% | -1.42% | -2.18% | -1.65% |
| German DAX 40 | DAX | -0.17% | -1.32% | -18.9% | -16.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.24% | -4.40% | 7.06% | -2.87% |
| Hongkong Hang Seng | HSI | -3.05% | -6.61% | 3.24% | -12.0% |
| India NIFTY 50 | INDA | -0.87% | -10.9% | 9.75% | 6.35% |
| Brasil Bovespa | EWZ | -1.71% | -12.4% | 5.45% | 17.5% |
DFSU vs. Sectors DFSU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.66% | 0.01% | -9.14% | -12.4% |
| Consumer Discretionary | XLY | 0.34% | 1.49% | -2.32% | -4.08% |
| Consumer Staples | XLP | -6.72% | -2.58% | -2.02% | -4.57% |
| Energy | XLE | -3.60% | -12.0% | -8.25% | 4.13% |
| Financial | XLF | -1.42% | -0.63% | -13.1% | -14.4% |
| Health Care | XLV | -1.44% | -0.33% | 3.78% | 6.77% |
| Industrial | XLI | -0.78% | -2.51% | 0.07% | -0.81% |
| Materials | XLB | -2.52% | -3.82% | 7.47% | 11.3% |
| Real Estate | XLRE | -4.13% | -0.98% | 2.18% | -5.36% |
| Technology | XLK | 1.97% | 0.59% | 3.38% | 5.93% |
| Utilities | XLU | -5.54% | -4.48% | -0.45% | -18.6% |
| Aerospace & Defense | XAR | 2.09% | -3.82% | -4.25% | -11.1% |
| Biotech | XBI | 7.47% | 4.56% | 18.3% | 22.8% |
| Homebuilder | XHB | -0.35% | -2.64% | 19.6% | 17.3% |
| Retail | XRT | -1.83% | -1.48% | 5.62% | 15.7% |