(DFUS) Dimensional U.S. - Performance 7.9% in 12m
Compare DFUS with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
54.62%
#148 in Group
Rel. Strength
61.28%
#2973 in Universe
Total Return 12m
7.89%
#89 in Group
Total Return 5y
37.07%
#152 in Group
12m Total Return: DFUS (7.9%) 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: DFUS vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for DFUS
| Total Return (including Dividends) | DFUS | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -3.70% | -3.62% | -3.62% |
| 3 Months | -4.36% | -3.76% | -3.76% |
| 12 Months | 7.89% | 8.80% | 8.80% |
| 5 Years | 37.07% | 143.09% | 143.09% |
| Trend Score (consistency of price movement) | DFUS | SPY | S&P 500 |
| 1 Month | -17.0% | -17.5% | -17.5% |
| 3 Months | -58.5% | -55.3% | -55.3% |
| 12 Months | 84.1% | 84.8% | 84.8% |
| 5 Years | 68.8% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #117 | -0.08% | -0.08% |
| 3 Month | #154 | -0.62% | -0.62% |
| 12 Month | #98 | -0.84% | -0.84% |
| 5 Years | #86 | -1.84% | -1.84% |
FAQs
Does DFUS Dimensional U.S. outperforms the market?
No,
over the last 12 months DFUS made 7.89%, while its related Sector, the SPDR SP500 Trust (SPY) made 8.80%.
Over the last 3 months DFUS made -4.36%, while SPY made -3.76%.
Over the last 3 months DFUS made -4.36%, while SPY made -3.76%.
Performance Comparison DFUS vs Indeces and Sectors
DFUS vs. Indices DFUS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.20% | -0.08% | -0.07% | -0.91% |
| US NASDAQ 100 | QQQ | 1.49% | 1.06% | 0.69% | 1.0% |
| US Dow Jones Industrial 30 | DIA | -1.26% | -0.99% | -1.10% | 0.03% |
| German DAX 40 | DAX | -0.12% | -0.89% | -17.9% | -14.5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.19% | -3.97% | 8.14% | -1.19% |
| Hongkong Hang Seng | HSI | -3.0% | -6.18% | 4.32% | -10.3% |
| India NIFTY 50 | INDA | -0.82% | -10.5% | 10.8% | 8.03% |
| Brasil Bovespa | EWZ | -1.66% | -12.0% | 6.53% | 19.1% |
DFUS vs. Sectors DFUS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.71% | 0.44% | -8.06% | -10.7% |
| Consumer Discretionary | XLY | 0.39% | 1.92% | -1.24% | -2.40% |
| Consumer Staples | XLP | -6.67% | -2.15% | -0.94% | -2.89% |
| Energy | XLE | -3.55% | -11.6% | -7.17% | 5.81% |
| Financial | XLF | -1.37% | -0.20% | -12.0% | -12.7% |
| Health Care | XLV | -1.39% | 0.10% | 4.86% | 8.45% |
| Industrial | XLI | -0.73% | -2.08% | 1.15% | 0.87% |
| Materials | XLB | -2.47% | -3.39% | 8.55% | 13.0% |
| Real Estate | XLRE | -4.08% | -0.55% | 3.26% | -3.68% |
| Technology | XLK | 2.02% | 1.02% | 4.46% | 7.61% |
| Utilities | XLU | -5.49% | -4.05% | 0.63% | -17.0% |
| Aerospace & Defense | XAR | 2.14% | -3.39% | -3.17% | -9.37% |
| Biotech | XBI | 7.52% | 4.99% | 19.4% | 24.5% |
| Homebuilder | XHB | -0.30% | -2.21% | 20.6% | 19.0% |
| Retail | XRT | -1.78% | -1.05% | 6.70% | 17.4% |