(DGS) Dividend Growth Split - Performance 22.8% in 12m
Compare DGS with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
80.45%
#20 in Group
Rel. Strength
79.78%
#1616 in Universe
Total Return 12m
22.78%
#27 in Group
Total Return 5y
219.99%
#13 in Group
P/E 4.44
6th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
85th Percentile in Group
12m Total Return: DGS (22.8%) vs XLF (19%)
5y Drawdown (Underwater) Chart
Top Performers in Asset Management & Custody Banks
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 |
|---|---|---|---|---|---|---|---|---|
| AMP NYSE Ameriprise Financial |
-4.98% | 14.1% | 361% | 14.2 | 12.5 | 0.94 | 30.9% | 31.1% |
| ARES NYSE Ares Management |
-1.93% | 10.9% | 424% | 57.9 | 22.9 | 0.63 | 31.5% | 29.5% |
| APO NYSE Apollo Global Management |
-7.76% | 19.8% | 289% | 17.2 | 15.1 | 1.37 | 22.6% | -4.44% |
| AGF-B TO AGF Management Limited |
-4.69% | 22.6% | 206% | 6.36 | 5.35 | 1.25 | 82.9% | 18.1% |
| BCSF NYSE Bain Capital Specialty |
-10.3% | 6.23% | 159% | 8.09 | 10.4 | 1.07 | -1.20% | -8.73% |
| TSLX NYSE Sixth Street Specialty |
-8.14% | 8.1% | 144% | 9.74 | 9.23 | 1.27 | -35.1% | -6.83% |
| PNNT NYSE PennantPark Investment |
-9.71% | 4.81% | 288% | 7.67 | 8.05 | 0.28 | -37.9% | -19.4% |
| BK NYSE The Bank of New York Mellon |
-7.62% | 41.9% | 144% | 12.7 | 11.4 | 1.02 | 58.8% | 12.8% |
Performance Comparison: DGS vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for DGS
| Total Return (including Dividends) | DGS | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -2.76% | -4.51% | -5.89% |
| 3 Months | -7.96% | -7.56% | -12.45% |
| 12 Months | 22.78% | 18.95% | 6.72% |
| 5 Years | 219.99% | 132.81% | 101.06% |
| Trend Score (consistency of price movement) | DGS | XLF | S&P 500 |
| 1 Month | -76.4% | -71.4% | -74.5% |
| 3 Months | -69.7% | -76.1% | -88.2% |
| 12 Months | 71.2% | 87.3% | 66.1% |
| 5 Years | 76.7% | 75.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #49 | 1.83% | 3.32% |
| 3 Month | #120 | -0.43% | 5.13% |
| 12 Month | #27 | 3.22% | 15.0% |
| 5 Years | #14 | 37.5% | 59.2% |
FAQs
Does DGS Dividend Growth Split outperforms the market?
Yes,
over the last 12 months DGS made 22.78%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 18.95%.
Over the last 3 months DGS made -7.96%, while XLF made -7.56%.
Over the last 3 months DGS made -7.96%, while XLF made -7.56%.
Performance Comparison DGS vs Indeces and Sectors
DGS vs. Indices DGS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.75% | 3.13% | 0.86% | 16.1% |
| US NASDAQ 100 | QQQ | 2.61% | 3.52% | 1.39% | 17.3% |
| US Dow Jones Industrial 30 | DIA | 2.92% | 3.06% | 0.32% | 17.5% |
| German DAX 40 | DAX | -3.61% | 6.64% | -16.2% | 4.57% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.04% | 4.74% | -1.42% | 16.9% |
| Hongkong Hang Seng | HSI | -2.54% | 7.06% | -0.66% | 6.56% |
| India NIFTY 50 | INDA | -2.62% | -7.53% | -1.59% | 19.7% |
| Brasil Bovespa | EWZ | -1.81% | 2.32% | -2.09% | 32.3% |
DGS vs. Sectors DGS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.50% | 2.90% | -7.95% | 9.24% |
| Consumer Discretionary | XLY | 2.62% | 1.16% | -1.88% | 13.6% |
| Consumer Staples | XLP | -1.55% | -5.96% | -9.36% | 8.84% |
| Energy | XLE | -2.97% | 7.32% | -0.20% | 33.1% |
| Financial | XLF | 0.38% | 1.75% | -7.26% | 3.83% |
| Health Care | XLV | 1.35% | 4.61% | 2.26% | 23.3% |
| Industrial | XLI | 0.63% | 1.94% | 0.78% | 17.4% |
| Materials | XLB | 0.03% | 3.89% | 7.94% | 30.3% |
| Real Estate | XLRE | -3.59% | 0.13% | -0.49% | 5.67% |
| Technology | XLK | 3.11% | 6.17% | 7.67% | 24.0% |
| Utilities | XLU | -1.56% | -2.34% | -4.88% | -1.59% |
| Aerospace & Defense | XAR | 0.06% | -2.80% | -8.90% | -1.38% |
| Biotech | XBI | -1.81% | 9.12% | 15.4% | 31.7% |
| Homebuilder | XHB | 0.80% | 4.08% | 18.8% | 31.9% |
| Retail | XRT | 0.05% | -0.65% | 5.53% | 27.2% |