(DUSB) Dimensional Trust - Performance 4.7% in 12m
DUSB performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
33.61%
#56 in Peer-Group
Rel. Strength
45.93%
#4033 in Stock-Universe
Total Return 12m
4.70%
#55 in Peer-Group
Total Return 5y
9.44%
#56 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 50.86 USD |
| 52 Week Low | 48.41 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 0.97 |
| Buy/Sell Signal +-5 | -0.37 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: DUSB (4.7%) vs TLT (-3.5%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
0.49% | 5.47% | 22.3% | - | - | - | - | - |
| FLRN NYSE ARCA SPDR Bloomberg Investment |
0.42% | 5.4% | 18.9% | - | - | - | - | - |
| FLOT BATS iShares Floating Rate Bond |
0.4% | 5.28% | 18.7% | - | - | - | - | - |
| JAAA NYSE ARCA Janus Detroit Street Trust |
0.59% | 5.82% | 22.5% | - | - | - | - | - |
| JPST NYSE ARCA JPMorgan Ultra-Short Income |
0.4% | 5.3% | 15.9% | - | - | - | - | - |
| FLTR NYSE ARCA VanEck Investment Grade |
0.54% | 5.52% | 21.6% | - | - | - | - | - |
| TBLL NYSE ARCA Invesco Short Term Treasury |
0.32% | 4.72% | 13.8% | - | - | - | - | - |
| ICSH BATS iShares Ultra Short-Term |
0.38% | 5.34% | 15.7% | - | - | - | - | - |
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 | 0.06% | 2.33% | 2.95% |
| 3 Months | 0.80% | -1.57% | 6.01% |
| 12 Months | 4.70% | -3.45% | 13.19% |
| 5 Years | 9.44% | -39.27% | 117.19% |
| Trend Score (consistency of price movement) | DUSB | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 78.4% | 78.1% | 78.3% |
| 3 Months | 97% | -61.4% | 84.6% |
| 12 Months | 99.9% | -64.1% | 43.3% |
| 5 Years | 100% | -88.7% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #60 | -2.22% | -2.81% |
| 3 Month | #57 | 2.40% | -4.92% |
| 12 Month | #52 | 8.44% | -7.50% |
| 5 Years | #59 | 3.12% | -24.89% |
FAQs
Does Dimensional Trust (DUSB) outperform the market?
Yes,
over the last 12 months DUSB made 4.70%, while its related Sector, the iShares 20+ Year Treasury (TLT) made -3.45%.
Over the last 3 months DUSB made 0.80%, while TLT made -1.57%.
Performance Comparison DUSB vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
DUSB vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.1% | -2.9% | 0.4% | -8% |
| US NASDAQ 100 | QQQ | -2.4% | -3.6% | -0.2% | -10% |
| German DAX 40 | DAX | -1.2% | 2.5% | -16% | -24% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.4% | -2.8% | 1% | -11% |
| Hongkong Hang Seng | HSI | -2.9% | -7.3% | -18.2% | -28% |
| India NIFTY 50 | INDA | -2.1% | -0.4% | -0.7% | 5% |
| Brasil Bovespa | EWZ | 0.2% | -1.8% | -23.3% | -2% |
DUSB vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.3% | -3.5% | -4.7% | -20% |
| Consumer Discretionary | XLY | -3% | 0.4% | 9.5% | -15% |
| Consumer Staples | XLP | -2% | 0.6% | -1.7% | -2% |
| Energy | XLE | 3.2% | -3.5% | 0% | 9% |
| Financial | XLF | -3.3% | -1.6% | -4.1% | -21% |
| Health Care | XLV | -1% | -1.7% | 5.1% | 12% |
| Industrial | XLI | -2.3% | -1.5% | -6.9% | -15% |
| Materials | XLB | -1.2% | -1% | -1.6% | 5% |
| Real Estate | XLRE | -2.4% | -3.2% | -3.2% | -9% |
| Technology | XLK | -2.9% | -6.6% | -1.2% | -7% |
| Utilities | XLU | -2.5% | -0.5% | -6.2% | -16% |
| Aerospace & Defense | XAR | -1.9% | -4.3% | -17.3% | -38% |
| Biotech | XBI | -2.4% | -5.7% | 10.8% | 15% |
| Homebuilder | XHB | -6% | -1.8% | 9% | 9% |
| Retail | XRT | -1.8% | -1.3% | 5.8% | 2% |
DUSB vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 11% | -8.44% | 2.82% | 13% |
| Natural Gas | UNG | 7.3% | 4.9% | 1.3% | 22% |
| Gold | GLD | 1.6% | -0.5% | -24.9% | -37% |
| Silver | SLV | 3.1% | -7.8% | -18.8% | -16% |
| Copper | CPER | -2.7% | -3.5% | -17.7% | -7% |
DUSB vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -1.3% | -2.3% | 0.7% | 8% |
| iShares High Yield Corp. Bond | HYG | -1.2% | -1.4% | -2.5% | -5% |