DUSA ETF Has Hit Its Stride, But Concerns Remain (BATS:DUSA)

Detail of Wall Street Sign


Today I would like to present a quarterly sentiment update on the Davis Select U.S. Equity ETF (BATS:DUSA), an actively managed vehicle offering exposure to an equity portfolio calibrated using sophisticated methods based on the Davis Investmentmethodology

Portfolio DUSA IVV
Initial Balance $10,000 $10,000
Final Balance $22,396 $26,112
CAGR 11.91% 14.33%
Stdev 19.29% 16.65%
Best Year 34.15% 31.25%
Worst Year -19.55% -18.16%
Max. Drawdown -28.72% -23.93%
Sharpe Ratio 0.59 0.78
Sortino Ratio 0.87 1.19
Market Correlation 0.93 1

Upside Capture 98.67% 100.62%
Downside Capture 105.65% 97.23%

Month DUSA’s outperformance vs. IVV
January 1.03%
February 1.74%
March 1.02%

Source link

Previous post Google’s AI photo enhancing equipment are increasing to a whole lot additional telephones
Next post Google threatens to minimize off information after California proposes paying media outlets