(DUSB) Dimensional Trust - Performance 5.2% in 12m
Compare DUSB with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
32.67%
#59 in Group
Rel. Strength
49.15%
#4047 in Universe
Total Return 12m
5.15%
#38 in Group
Total Return 5y
9.08%
#59 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 (5.2%) 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: 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 | 0.37% | -2.76% | 11.72% |
| 3 Months | 1.04% | -1.93% | -6.46% |
| 12 Months | 5.15% | 0.78% | 10.48% |
| 5 Years | 9.08% | -39.85% | 110.67% |
| Trend Score (consistency of price movement) | DUSB | TLT | S&P 500 |
| 1 Month | 93.9% | 4.9% | 84% |
| 3 Months | 95.9% | -13.9% | -82.6% |
| 12 Months | 99.9% | -22% | 52.6% |
| 5 Years | 100% | -89.3% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #40 | 3.23% | -10.2% |
| 3 Month | #23 | 3.04% | 8.02% |
| 12 Month | #40 | 4.34% | -4.82% |
| 5 Years | #60 | 3.36% | -19.1% |
FAQs
Does DUSB Dimensional Trust outperforms the market?
Yes,
over the last 12 months DUSB made 5.15%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 0.78%.
Over the last 3 months DUSB made 1.04%, while TLT made -1.93%.
Over the last 3 months DUSB made 1.04%, while TLT made -1.93%.
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 | -2.19% | -11.4% | 3.99% | -5.33% |
| US NASDAQ 100 | QQQ | -2.75% | -14.3% | 3.30% | -5.90% |
| US Dow Jones Industrial 30 | DIA | -2.37% | -8.30% | 3.95% | -2.70% |
| German DAX 40 | DAX | -4.63% | -17.3% | -18.6% | -22.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.78% | -12.0% | 9.36% | -0.46% |
| Hongkong Hang Seng | HSI | -3.86% | -13.2% | 3.43% | -4.09% |
| India NIFTY 50 | INDA | -1.82% | -10.2% | 2.40% | 0.68% |
| Brasil Bovespa | EWZ | 1.95% | -11.2% | 2.84% | 15.9% |
DUSB vs. Sectors DUSB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.98% | -11.4% | -3.13% | -16.3% |
| Consumer Discretionary | XLY | -0.71% | -9.96% | 3.67% | -6.67% |
| Consumer Staples | XLP | -1.03% | -4.71% | 0.27% | -4.98% |
| Energy | XLE | 3.09% | -2.51% | 11.6% | 16.0% |
| Financial | XLF | -2.53% | -11.8% | -4.35% | -17.1% |
| Health Care | XLV | 0.44% | -2.36% | 8.11% | 5.88% |
| Industrial | XLI | -3.92% | -14.3% | 2.59% | -5.04% |
| Materials | XLB | -1.74% | -9.64% | 11.4% | 9.74% |
| Real Estate | XLRE | -2.59% | -9.78% | 5.09% | -11.9% |
| Technology | XLK | -3.41% | -17.1% | 7.05% | -0.72% |
| Utilities | XLU | -0.98% | -8.02% | -0.76% | -14.1% |
| Aerospace & Defense | XAR | -3.64% | -20.7% | -10.5% | -20.4% |
| Biotech | XBI | -1.46% | -12.9% | 20.2% | 13.8% |
| Homebuilder | XHB | -2.90% | -6.96% | 20.5% | 14.1% |
| Retail | XRT | -2.16% | -8.46% | 10.6% | 9.06% |