(BKUI) BNY Mellon Trust - Performance 5.5% in 12m
Compare BKUI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
64.37%
#25 in Group
Rel. Strength
50.04%
#3976 in Universe
Total Return 12m
5.49%
#16 in Group
Total Return 5y
12.99%
#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 (5.5%) vs TLT (0.8%)
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 |
0.92% | 5.29% | 25.5% | - | - | - | - | - |
| FLRN NYSE ARCA SPDR Bloomberg Investment |
1.06% | 5.19% | 19.2% | - | - | - | - | - |
| FLOT BATS iShares Floating Rate Bond |
1.25% | 5.19% | 19.3% | - | - | - | - | - |
| LQDH NYSE ARCA iShares Interest Rate |
1.99% | 3.66% | 36.1% | - | - | - | - | - |
| FLTR NYSE ARCA VanEck Investment Grade |
1.43% | 5.36% | 22.5% | - | - | - | - | - |
| JPST NYSE ARCA JPMorgan Ultra-Short Income |
0.4% | 5.34% | 16.2% | - | - | - | - | - |
| ICSH BATS iShares Ultra Short-Term |
0.35% | 5.41% | 15.6% | - | - | - | - | - |
| TBLL NYSE ARCA Invesco Short Term Treasury |
0.23% | 4.83% | 13.2% | - | - | - | - | - |
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 | 0.29% | -2.76% | 11.72% |
| 3 Months | 1.12% | -1.93% | -6.46% |
| 12 Months | 5.49% | 0.78% | 10.48% |
| 5 Years | 12.99% | -39.85% | 110.67% |
| Trend Score (consistency of price movement) | BKUI | TLT | S&P 500 |
| 1 Month | 83.4% | 4.9% | 84% |
| 3 Months | 97.5% | -13.9% | -82.6% |
| 12 Months | 99.9% | -22% | 52.6% |
| 5 Years | 93.2% | -89.3% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #40 | 3.14% | -10.2% |
| 3 Month | #10 | 3.11% | 8.10% |
| 12 Month | #17 | 4.68% | -4.51% |
| 5 Years | #35 | 68.6% | -15.7% |
FAQs
Does BKUI BNY Mellon Trust outperforms the market?
Yes,
over the last 12 months BKUI made 5.49%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 0.78%.
Over the last 3 months BKUI made 1.12%, while TLT made -1.93%.
Over the last 3 months BKUI made 1.12%, while TLT made -1.93%.
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 | -2.27% | -11.4% | 4.05% | -4.99% |
| US NASDAQ 100 | QQQ | -2.83% | -14.4% | 3.36% | -5.56% |
| US Dow Jones Industrial 30 | DIA | -2.45% | -8.38% | 4.01% | -2.36% |
| German DAX 40 | DAX | -4.71% | -17.4% | -18.5% | -22.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.86% | -12.1% | 9.42% | -0.12% |
| Hongkong Hang Seng | HSI | -3.94% | -13.3% | 3.49% | -3.75% |
| India NIFTY 50 | INDA | -1.90% | -10.3% | 2.46% | 1.02% |
| Brasil Bovespa | EWZ | 1.87% | -11.2% | 2.90% | 16.2% |
BKUI vs. Sectors BKUI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.06% | -11.5% | -3.07% | -16.0% |
| Consumer Discretionary | XLY | -0.79% | -10.0% | 3.73% | -6.33% |
| Consumer Staples | XLP | -1.11% | -4.79% | 0.33% | -4.64% |
| Energy | XLE | 3.01% | -2.59% | 11.7% | 16.4% |
| Financial | XLF | -2.61% | -11.8% | -4.29% | -16.8% |
| Health Care | XLV | 0.36% | -2.44% | 8.17% | 6.22% |
| Industrial | XLI | -4.0% | -14.4% | 2.65% | -4.70% |
| Materials | XLB | -1.82% | -9.72% | 11.5% | 10.1% |
| Real Estate | XLRE | -2.67% | -9.86% | 5.15% | -11.5% |
| Technology | XLK | -3.49% | -17.2% | 7.11% | -0.38% |
| Utilities | XLU | -1.06% | -8.10% | -0.70% | -13.7% |
| Aerospace & Defense | XAR | -3.72% | -20.8% | -10.5% | -20.1% |
| Biotech | XBI | -1.54% | -12.9% | 20.2% | 14.1% |
| Homebuilder | XHB | -2.98% | -7.04% | 20.6% | 14.4% |
| Retail | XRT | -2.24% | -8.54% | 10.6% | 9.40% |