(DUSB) Dimensional Trust - Performance 5.3% in 12m
Compare DUSB with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
32.46%
#61 in Group
Rel. Strength
52.72%
#3794 in Universe
Total Return 12m
5.25%
#34 in Group
Total Return 5y
8.94%
#58 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: DUSB (5.3%) 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: DUSB vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for DUSB
| Total Return (including Dividends) | DUSB | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 0.34% | -1.35% | -4.77% |
| 3 Months | 1.06% | 2.22% | -9.81% |
| 12 Months | 5.25% | 3.98% | 9.54% |
| 5 Years | 8.94% | -39.85% | 104.83% |
| Trend Score (consistency of price movement) | DUSB | TLT | S&P 500 |
| 1 Month | 50.8% | -71.3% | -51.2% |
| 3 Months | 95.9% | 14% | -90.1% |
| 12 Months | 99.9% | -11.5% | 59.4% |
| 5 Years | 100% | -89.6% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #29 | 1.71% | 5.37% |
| 3 Month | #25 | -1.13% | 12.1% |
| 12 Month | #38 | 1.22% | -3.92% |
| 5 Years | #62 | 2.43% | -16.8% |
FAQs
Does DUSB Dimensional Trust outperforms the market?
Yes,
over the last 12 months DUSB made 5.25%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 3.98%.
Over the last 3 months DUSB made 1.06%, while TLT made 2.22%.
Over the last 3 months DUSB made 1.06%, while TLT made 2.22%.
Performance Comparison DUSB vs Indeces and Sectors
DUSB vs. Indices DUSB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -3.70% | 5.11% | 7.35% | -4.29% |
| US NASDAQ 100 | QQQ | -5.09% | 5.09% | 7.11% | -4.99% |
| US Dow Jones Industrial 30 | DIA | -2.31% | 6.05% | 6.97% | -0.74% |
| German DAX 40 | DAX | -4.02% | 3.75% | -11.0% | -16.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.69% | 3.43% | 7.04% | -4.34% |
| Hongkong Hang Seng | HSI | -4.35% | 3.55% | 4.43% | -10.3% |
| India NIFTY 50 | INDA | -2.68% | -2.77% | 4.64% | 1.18% |
| Brasil Bovespa | EWZ | -5.88% | -1.76% | 3.61% | 12.0% |
DUSB vs. Sectors DUSB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.80% | 5.33% | -1.72% | -12.1% |
| Consumer Discretionary | XLY | -4.55% | 5.32% | 4.91% | -7.18% |
| Consumer Staples | XLP | 1.15% | -1.74% | 1.89% | -4.27% |
| Energy | XLE | -1.13% | 11.4% | 8.92% | 16.6% |
| Financial | XLF | -3.28% | 4.13% | -0.81% | -13.9% |
| Health Care | XLV | -1.25% | 6.97% | 9.60% | 6.14% |
| Industrial | XLI | -2.82% | 4.26% | 6.52% | -2.0% |
| Materials | XLB | -2.93% | 4.15% | 13.4% | 9.20% |
| Real Estate | XLRE | -0.20% | 3.28% | 9.38% | -9.38% |
| Technology | XLK | -6.37% | 5.95% | 12.4% | 0.79% |
| Utilities | XLU | -0.72% | -0.02% | 4.69% | -15.9% |
| Aerospace & Defense | XAR | -2.95% | 0.96% | -3.99% | -20.4% |
| Biotech | XBI | -6.38% | 9.27% | 19.2% | 8.74% |
| Homebuilder | XHB | -3.70% | 6.17% | 22.1% | 12.6% |
| Retail | XRT | -2.80% | 4.17% | 11.1% | 9.31% |