(DUSA) Davis Select US Equity - Performance 13.7% in 12m

DUSA performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.

Performance Rating 68.73%
#47 in Peer-Group
Rel. Strength 62.05%
#2888 in Stock-Universe
Total Return 12m 13.66%
#25 in Peer-Group
Total Return 5y 104.45%
#14 in Peer-Group
P/E Value
P/E Trailing -
P/E Forward -
High / Low USD
52 Week High 46.14 USD
52 Week Low 37.58 USD
Sentiment Value
VRO Trend Strength +-100 75.89
Buy/Sell Signal +-5 2.19
Support / Resistance Levels
Support
Resistance
12m Total Return: DUSA (13.7%) vs DIA (11.4%)
Total Return of Davis Select US Equity versus its related sector ETF DIA
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for (DUSA) Davis Select US Equity - Performance 13.7% in 12m

Top Performer in Large Value

Short Term Performance

Symbol 1w 1m 3m
DUSA 0.85% 2.05% 5.97%
CGDV 1.02% 3.88% 7.22%
ALTL 0.85% 4.86% 5.22%
EPS 0.49% 1.51% 4.85%

Long Term Performance

Symbol 6m 12m 5y
DUSA 4.12% 13.7% 104%
CGDV 7.03% 17.6% 65.0%
EQWL 3.45% 16.8% 108%
DIVZ 7.28% 17.7% 59.8%

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
FDL NYSE ARCA
First Trust Morningstar
0.76% 18.2% 102% - - - - -
RWL NYSE ARCA
Invesco SP500 Revenue
0.13% 12.2% 113% - - - - -
EQL NYSE ARCA
ALPS Equal Sector Weight
0.3% 14.5% 107% - - - - -
PWV NYSE ARCA
Invesco Dynamic Large Cap
0.21% 14.3% 98.4% - - - - -
FDVV NYSE ARCA
Fidelity High Dividend
1.1% 11.9% 118% - - - - -
SCHV NYSE ARCA
Schwab U.S. Large-Cap Value
0.44% 15.1% 106% - - - - -
DLN NYSE ARCA
WisdomTree U.S. LargeCap
0.85% 12.9% 92.7% - - - - -
EQWL NYSE ARCA
Invesco S&P 100 Equal
1.24% 16.8% 108% - - - - -

Performance Comparison: DUSA vs DIA vs S&P 500

DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for DUSA
Total Return (including Dividends) DUSA DIA S&P 500
1 Month 2.05% -0.06% 1.43%
3 Months 5.97% 2.01% 6.58%
12 Months 13.66% 11.40% 11.56%
5 Years 104.45% 78.53% 107.90%

Trend Score (consistency of price movement) DUSA DIA S&P 500
1 Month 64.9% 41.6% 74.5%
3 Months 65.4% 52.9% 72.6%
12 Months 61% 41.6% 43.3%
5 Years 69.7% 86.1% 84%

Relative Strength (compared with Indexes) Rank in Peer Group vs. DIA vs. S&P 500
1 Month #5 2.12% 0.62%
3 Month #5 3.88% -0.58%
12 Month #25 2.03% 1.89%
5 Years #14 14.52% -1.66%

FAQs

Does Davis Select US Equity (DUSA) outperform the market?

Yes, over the last 12 months DUSA made 13.66%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 11.40%. Over the last 3 months DUSA made 5.97%, while DIA made 2.01%.

Performance Comparison DUSA vs Indeces and Sectors

Above 0 means better perfomance compared to Symbol in this Timeframe

DUSA vs. Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY 0.4% 0.6% 4.2% 2%
US NASDAQ 100 QQQ 0.2% -0.4% 4.5% 3%
German DAX 40 DAX 2.8% 2.4% -12.1% -17%
Shanghai Shenzhen CSI 300 CSI 300 1.2% 2.5% 2.9% 2%
Hongkong Hang Seng HSI 1.5% -2% -13.1% -13%
India NIFTY 50 INDA 2.1% 2.2% 5.2% 14%
Brasil Bovespa EWZ -1.7% 0.9% -15.8% 4%

DUSA vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC -0.1% -0.5% 0.6% -11%
Consumer Discretionary XLY 0.8% 3.7% 14% -5%
Consumer Staples XLP 1.3% 3.1% 3.3% 6%
Energy XLE -4.3% -0.7% 1.8% 11%
Financial XLF 1.8% 4.1% 1.1% -11%
Health Care XLV -0.3% 0.1% 5.9% 19%
Industrial XLI 1.7% 2.2% -1.2% -5%
Materials XLB 1.1% 0.8% 3.5% 13%
Real Estate XLRE 0.7% 2.2% 4% 0%
Technology XLK -0.6% -1.4% 3.1% 8%
Utilities XLU 0.4% 3.5% -2.7% -7%
Aerospace & Defense XAR 2.8% -1.9% -11.2% -28%
Biotech XBI 1.9% -3.5% 16.1% 21%
Homebuilder XHB 1.8% 7.6% 19.6% 22%
Retail XRT 3.1% 1.3% 11% 11%

DUSA vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO -8.2% -13.4% -2.52% 13%
Natural Gas UNG -1.7% 0.4% -17.6% 25%
Gold GLD -0.8% -3.9% -23.2% -32%
Silver SLV 1.9% -10.7% -14.7% -9%
Copper CPER 2.4% -3.5% -11.4% 4%

DUSA vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 0.8% 2.7% 7.6% 19%
iShares High Yield Corp. Bond HYG 0.6% 1.5% 1.2% 4%