(DFSV) Dimensional Trust - Performance -6.5% in 12m
Compare DFSV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
25.88%
#42 in Group
Rel. Strength
37.54%
#5009 in Universe
Total Return 12m
-6.52%
#38 in Group
Total Return 5y
11.61%
#45 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: DFSV (-6.5%) 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: DFSV vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for DFSV
| Total Return (including Dividends) | DFSV | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -5.26% | -0.87% | -0.87% |
| 3 Months | -16.01% | -8.60% | -8.60% |
| 12 Months | -6.52% | 9.37% | 9.37% |
| 5 Years | 11.61% | 103.96% | 103.96% |
| Trend Score (consistency of price movement) | DFSV | SPY | S&P 500 |
| 1 Month | -13.8% | -17.9% | -17.9% |
| 3 Months | -91.6% | -89.7% | -89.7% |
| 12 Months | 12.0% | 57.2% | 57.2% |
| 5 Years | 82.6% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #41 | -4.43% | -4.43% |
| 3 Month | #45 | -8.11% | -8.11% |
| 12 Month | #39 | -14.5% | -14.5% |
| 5 Years | #38 | -17.2% | -17.2% |
FAQs
Does DFSV Dimensional Trust outperforms the market?
No,
over the last 12 months DFSV made -6.52%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.37%.
Over the last 3 months DFSV made -16.01%, while SPY made -8.60%.
Over the last 3 months DFSV made -16.01%, while SPY made -8.60%.
Performance Comparison DFSV vs Indeces and Sectors
DFSV vs. Indices DFSV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.27% | -4.39% | -8.42% | -15.9% |
| US NASDAQ 100 | QQQ | -3.15% | -6.0% | -8.64% | -16.4% |
| US Dow Jones Industrial 30 | DIA | 0.51% | -2.10% | -8.58% | -13.0% |
| German DAX 40 | DAX | 1.34% | -4.30% | -26.8% | -28.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 5.57% | -2.41% | -6.51% | -11.4% |
| Hongkong Hang Seng | HSI | 1.34% | -2.81% | -9.20% | -16.5% |
| India NIFTY 50 | INDA | 5.37% | -9.18% | -10.3% | -8.70% |
| Brasil Bovespa | EWZ | -2.06% | -10.1% | -12.7% | 0.86% |
DFSV vs. Sectors DFSV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.50% | -4.19% | -17.2% | -27.5% |
| Consumer Discretionary | XLY | -3.62% | -5.58% | -11.6% | -17.3% |
| Consumer Staples | XLP | 6.56% | -5.46% | -13.5% | -15.5% |
| Energy | XLE | 1.38% | 4.97% | -7.51% | 4.57% |
| Financial | XLF | 0.40% | -3.15% | -15.8% | -26.5% |
| Health Care | XLV | 1.37% | -1.16% | -6.90% | -6.81% |
| Industrial | XLI | 0.25% | -4.71% | -9.07% | -12.9% |
| Materials | XLB | 1.83% | -2.58% | -1.22% | 0.01% |
| Real Estate | XLRE | 2.97% | -3.74% | -6.81% | -21.0% |
| Technology | XLK | -4.86% | -6.11% | -3.69% | -11.0% |
| Utilities | XLU | 2.29% | -6.17% | -11.6% | -27.4% |
| Aerospace & Defense | XAR | -1.18% | -10.5% | -20.3% | -31.4% |
| Biotech | XBI | -1.84% | -1.67% | 4.40% | -1.81% |
| Homebuilder | XHB | 0.34% | -2.84% | 7.0% | 3.07% |
| Retail | XRT | 1.27% | -5.45% | -3.68% | -1.86% |