(BKUI) BNY Mellon Trust - Performance 5.6% in 12m
Compare BKUI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
64.63%
#26 in Group
Rel. Strength
53.61%
#3723 in Universe
Total Return 12m
5.62%
#19 in Group
Total Return 5y
12.81%
#44 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: BKUI (5.6%) vs TLT (4%)
5y Drawdown (Underwater) Chart
Top Performers in Ultrashort Bond
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 |
|---|---|---|---|---|---|---|---|---|
| VRIG NASDAQ Invesco Variable Rate |
-0.07% | 5.33% | 25.9% | - | - | - | - | - |
| FLRN NYSE ARCA SPDR Bloomberg Investment |
0.09% | 5.34% | 19.5% | - | - | - | - | - |
| FLOT BATS iShares Floating Rate Bond |
0.1% | 5.38% | 19.5% | - | - | - | - | - |
| JPST NYSE ARCA JPMorgan Ultra-Short Income |
0.38% | 5.48% | 16.5% | - | - | - | - | - |
| FLTR NYSE ARCA VanEck Investment Grade |
-0.26% | 5.35% | 22.1% | - | - | - | - | - |
| LQDH NYSE ARCA iShares Interest Rate |
-1.18% | 4.46% | 33.6% | - | - | - | - | - |
| ICSH BATS iShares Ultra Short-Term |
0.42% | 5.51% | 15.7% | - | - | - | - | - |
| ULST NYSE ARCA SPDR SSgA Ultra Short Term |
0.38% | 5.49% | 17.7% | - | - | - | - | - |
Performance Comparison: BKUI vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for BKUI
| Total Return (including Dividends) | BKUI | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 0.31% | -1.35% | -4.77% |
| 3 Months | 1.19% | 2.22% | -9.81% |
| 12 Months | 5.62% | 3.98% | 9.54% |
| 5 Years | 12.81% | -39.85% | 104.83% |
| Trend Score (consistency of price movement) | BKUI | TLT | S&P 500 |
| 1 Month | 42.4% | -71.3% | -51.2% |
| 3 Months | 97.6% | 14% | -90.1% |
| 12 Months | 99.9% | -11.5% | 59.4% |
| 5 Years | 90.6% | -89.6% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #35 | 1.68% | 5.34% |
| 3 Month | #7 | -1.0% | 12.2% |
| 12 Month | #23 | 1.57% | -3.59% |
| 5 Years | #34 | 67.1% | -13.2% |
FAQs
Does BKUI BNY Mellon Trust outperforms the market?
Yes,
over the last 12 months BKUI made 5.62%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 3.98%.
Over the last 3 months BKUI made 1.19%, while TLT made 2.22%.
Over the last 3 months BKUI made 1.19%, while TLT made 2.22%.
Performance Comparison BKUI vs Indeces and Sectors
BKUI vs. Indices BKUI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -3.73% | 5.08% | 7.36% | -3.92% |
| US NASDAQ 100 | QQQ | -5.12% | 5.06% | 7.12% | -4.62% |
| US Dow Jones Industrial 30 | DIA | -2.34% | 6.02% | 6.98% | -0.37% |
| German DAX 40 | DAX | -4.05% | 3.72% | -11.0% | -15.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.72% | 3.40% | 7.05% | -3.97% |
| Hongkong Hang Seng | HSI | -4.38% | 3.52% | 4.44% | -9.88% |
| India NIFTY 50 | INDA | -2.71% | -2.80% | 4.65% | 1.55% |
| Brasil Bovespa | EWZ | -5.91% | -1.79% | 3.62% | 12.4% |
BKUI vs. Sectors BKUI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.83% | 5.30% | -1.71% | -11.7% |
| Consumer Discretionary | XLY | -4.58% | 5.29% | 4.92% | -6.81% |
| Consumer Staples | XLP | 1.12% | -1.77% | 1.90% | -3.90% |
| Energy | XLE | -1.16% | 11.4% | 8.93% | 17.0% |
| Financial | XLF | -3.31% | 4.10% | -0.80% | -13.6% |
| Health Care | XLV | -1.28% | 6.94% | 9.61% | 6.51% |
| Industrial | XLI | -2.85% | 4.23% | 6.53% | -1.63% |
| Materials | XLB | -2.96% | 4.12% | 13.4% | 9.57% |
| Real Estate | XLRE | -0.23% | 3.25% | 9.39% | -9.01% |
| Technology | XLK | -6.40% | 5.92% | 12.4% | 1.16% |
| Utilities | XLU | -0.75% | -0.05% | 4.70% | -15.5% |
| Aerospace & Defense | XAR | -2.98% | 0.93% | -3.98% | -20.0% |
| Biotech | XBI | -6.41% | 9.24% | 19.2% | 9.11% |
| Homebuilder | XHB | -3.73% | 6.14% | 22.1% | 13.0% |
| Retail | XRT | -2.83% | 4.14% | 11.1% | 9.68% |