(DUHP) Dimensional Trust - Performance 6.7% in 12m
Compare DUHP with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
60.50%
#131 in Group
Rel. Strength
57.86%
#3236 in Universe
Total Return 12m
6.73%
#124 in Group
Total Return 5y
38.81%
#147 in Group
12m Total Return: DUHP (6.7%) 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: DUHP vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for DUHP
| Total Return (including Dividends) | DUHP | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -4.32% | -3.62% | -3.62% |
| 3 Months | -1.42% | -3.76% | -3.76% |
| 12 Months | 6.73% | 8.80% | 8.80% |
| 5 Years | 38.81% | 143.09% | 143.09% |
| Trend Score (consistency of price movement) | DUHP | SPY | S&P 500 |
| 1 Month | -35.1% | -17.5% | -17.5% |
| 3 Months | -33.2% | -55.3% | -55.3% |
| 12 Months | 82.2% | 84.8% | 84.8% |
| 5 Years | 92.4% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #175 | -0.73% | -0.73% |
| 3 Month | #59 | 2.43% | 2.43% |
| 12 Month | #135 | -1.91% | -1.91% |
| 5 Years | #50 | 1.12% | 1.12% |
FAQs
Does DUHP Dimensional Trust outperforms the market?
No,
over the last 12 months DUHP made 6.73%, while its related Sector, the SPDR SP500 Trust (SPY) made 8.80%.
Over the last 3 months DUHP made -1.42%, while SPY made -3.76%.
Over the last 3 months DUHP made -1.42%, while SPY made -3.76%.
Performance Comparison DUHP vs Indeces and Sectors
DUHP vs. Indices DUHP is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.21% | -0.70% | -0.77% | -2.07% |
| US NASDAQ 100 | QQQ | 2.90% | 0.44% | -0.01% | -0.16% |
| US Dow Jones Industrial 30 | DIA | 0.15% | -1.61% | -1.80% | -1.13% |
| German DAX 40 | DAX | 1.29% | -1.51% | -18.6% | -15.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.22% | -4.59% | 7.44% | -2.35% |
| Hongkong Hang Seng | HSI | -1.59% | -6.80% | 3.62% | -11.5% |
| India NIFTY 50 | INDA | 0.59% | -11.1% | 10.1% | 6.87% |
| Brasil Bovespa | EWZ | -0.25% | -12.6% | 5.83% | 18.0% |
DUHP vs. Sectors DUHP is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.12% | -0.18% | -8.76% | -11.9% |
| Consumer Discretionary | XLY | 1.80% | 1.30% | -1.94% | -3.56% |
| Consumer Staples | XLP | -5.26% | -2.77% | -1.64% | -4.05% |
| Energy | XLE | -2.14% | -12.2% | -7.87% | 4.65% |
| Financial | XLF | 0.04% | -0.82% | -12.7% | -13.9% |
| Health Care | XLV | 0.02% | -0.52% | 4.16% | 7.29% |
| Industrial | XLI | 0.68% | -2.70% | 0.45% | -0.29% |
| Materials | XLB | -1.06% | -4.01% | 7.85% | 11.8% |
| Real Estate | XLRE | -2.67% | -1.17% | 2.56% | -4.84% |
| Technology | XLK | 3.43% | 0.40% | 3.76% | 6.45% |
| Utilities | XLU | -4.08% | -4.67% | -0.07% | -18.1% |
| Aerospace & Defense | XAR | 3.55% | -4.01% | -3.87% | -10.5% |
| Biotech | XBI | 8.93% | 4.37% | 18.7% | 23.3% |
| Homebuilder | XHB | 1.11% | -2.83% | 19.9% | 17.8% |
| Retail | XRT | -0.37% | -1.67% | 6.0% | 16.2% |