Performance analysis of DUSA (DAVIS SELECT U.S. EQUITY ETF)
Annual Return
Over the past 3 years, DUSA has had an average annual return of +22.79%, outperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, DUSA has had an average annual return of +12.04%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Jan 12, 2017, DUSA has had an average annual return of +13.19%, underperforming the benchmark SPY, which returned +15.17% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +13.21% | +22.57% | +20.44% | +34.15% | -19.55% | +17.71% | +14.23% | +30.54% | -12.02% | +16.91% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.64% | -0.36% | -2.96% | +9.08% | +0.34% | +1.15% | +3.03% | +13.21% | |||||
| 2025 | +7.91% | -1.56% | -5.39% | -0.95% | +3.58% | +6.58% | -0.40% | +4.68% | -0.73% | +0.40% | +4.41% | +2.80% | +22.57% |
| 2024 | +2.61% | +6.94% | +4.35% | -4.83% | +3.49% | +2.16% | +1.94% | -0.05% | +0.70% | -0.07% | +7.92% | -5.52% | +20.44% |
| 2023 | +11.22% | -3.55% | -2.46% | +3.52% | +1.39% | +7.38% | +6.36% | -3.98% | -3.49% | -1.49% | +8.30% | +8.19% | +34.15% |
| 2022 | -0.09% | -3.10% | -0.37% | -9.73% | +2.02% | -9.91% | +5.59% | -3.24% | -9.80% | +5.05% | +9.07% | -4.80% | -19.55% |
| 2021 | +0.44% | +6.82% | +4.73% | +7.82% | +0.53% | -1.38% | -2.32% | +1.98% | -3.59% | +3.41% | -4.52% | +3.35% | +17.71% |
| 2020 | -0.29% | -7.57% | -18.34% | +14.87% | +2.04% | +2.09% | +4.67% | +7.18% | -3.43% | +0.18% | +12.22% | +4.15% | +14.23% |
| 2019 | +11.24% | +0.80% | +0.55% | +7.20% | -8.59% | +5.89% | +2.85% | -3.43% | +2.52% | +2.77% | +4.07% | +2.46% | +30.54% |
| 2018 | +6.95% | -4.29% | -3.70% | +2.11% | +1.74% | +0.88% | +3.78% | +1.97% | -1.21% | -9.87% | +0.42% | -9.99% | -12.02% |
| 2017 | -0.40% | +1.75% | -0.30% | +1.13% | +0.11% | +2.08% | +2.04% | -1.30% | +3.63% | +3.14% | +1.22% | +2.76% | +16.91% |
Drawdown analysis of DUSA (DAVIS SELECT U.S. EQUITY ETF)
The maximum drawdown for the DUSA was -36.71%, occurring on Mar 23, 2020. Recovery took 161 trading sessions.
The current DUSA drawdown is -0.06%.
Since Jan 12, 2017 DUSA has experienced the following drawdowns:
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.71% | Feb 19, 2020 | 23 | Mar 23, 2020 | 161 | Nov 9, 2020 | 184 |
| -30.48% | Jan 12, 2022 | 180 | Sep 30, 2022 | 305 | Dec 18, 2023 | 485 |
| -24.72% | Aug 29, 2018 | 80 | Dec 24, 2018 | 217 | Nov 4, 2019 | 297 |
| -16.82% | Feb 13, 2025 | 37 | Apr 8, 2025 | 55 | Jun 27, 2025 | 92 |
| -11.18% | Jan 26, 2018 | 44 | Apr 2, 2018 | 79 | Jul 24, 2018 | 123 |
| -10.08% | Jul 16, 2024 | 14 | Aug 5, 2024 | 49 | Oct 14, 2024 | 63 |
| -8.14% | Jun 1, 2021 | 128 | Dec 1, 2021 | 28 | Jan 11, 2022 | 156 |
| -7.59% | Feb 9, 2026 | 33 | Mar 27, 2026 | 14 | Apr 17, 2026 | 47 |
| -6.97% | Dec 2, 2024 | 13 | Dec 19, 2024 | 21 | Jan 23, 2025 | 34 |
| -5.10% | Jan 20, 2021 | 5 | Jan 27, 2021 | 6 | Feb 4, 2021 | 11 |
| -5.04% | Apr 1, 2024 | 21 | Apr 30, 2024 | 11 | May 15, 2024 | 32 |
| -4.73% | Sep 18, 2025 | 16 | Oct 10, 2025 | 11 | Oct 27, 2025 | 27 |
| -4.49% | Oct 27, 2025 | 18 | Nov 20, 2025 | 3 | Nov 25, 2025 | 21 |
| -4.18% | Jul 3, 2025 | 20 | Aug 1, 2025 | 8 | Aug 13, 2025 | 28 |
| -4.05% | May 7, 2021 | 3 | May 12, 2021 | 13 | Jun 1, 2021 | 16 |
| -4.03% | Jul 25, 2017 | 32 | Sep 8, 2017 | 13 | Sep 27, 2017 | 45 |
| -3.70% | Mar 1, 2017 | 31 | Apr 13, 2017 | 27 | May 23, 2017 | 58 |
| -3.54% | Jan 13, 2020 | 9 | Jan 27, 2020 | 7 | Feb 5, 2020 | 16 |
| -3.24% | Feb 24, 2021 | 2 | Feb 26, 2021 | 8 | Mar 10, 2021 | 10 |
| -3.11% | Nov 6, 2017 | 7 | Nov 15, 2017 | 10 | Nov 30, 2017 | 17 |
| -2.94% | May 15, 2024 | 10 | May 30, 2024 | 20 | Jun 28, 2024 | 30 |
| -2.87% | Nov 27, 2019 | 3 | Dec 3, 2019 | 7 | Dec 12, 2019 | 10 |
| -2.77% | Oct 30, 2024 | 3 | Nov 4, 2024 | 2 | Nov 6, 2024 | 5 |
| -2.54% | Mar 11, 2021 | 9 | Mar 24, 2021 | 6 | Apr 1, 2021 | 15 |
| -2.48% | Nov 24, 2020 | 3 | Nov 30, 2020 | 4 | Dec 4, 2020 | 7 |