DTLA.L vs. ARTUX
DTLA.L (iShares USD Treasury Bond 20+yr UCITS ETF USD (Acc)) and ARTUX (Artisan Floating Rate Fund) are both funds - DTLA.L is a Government Bonds fund tracking the ICE US Treasury 20+ Year Index, while ARTUX is a Bank Loan fund managed by Artisan. Over the past 3 years, DTLA.L returned -1.52%/yr vs 7.60%/yr for ARTUX. At a 0.03 correlation, their price movements are largely independent. DTLA.L charges 0.07%/yr vs 1.20%/yr for ARTUX.
Performance
DTLA.L vs. ARTUX - Performance Comparison
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Returns By Period
In the year-to-date period, DTLA.L achieves a -0.98% return, which is significantly lower than ARTUX's 1.53% return.
DTLA.L
- 1D
- 0.48%
- 1M
- 0.71%
- YTD
- -0.98%
- 6M
- -1.10%
- 1Y
- 3.98%
- 3Y*
- -1.52%
- 5Y*
- -6.06%
- 10Y*
- —
ARTUX
- 1D
- 0.00%
- 1M
- 0.57%
- YTD
- 1.53%
- 6M
- 2.17%
- 1Y
- 5.71%
- 3Y*
- 7.60%
- 5Y*
- —
- 10Y*
- —
DTLA.L vs. ARTUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
DTLA.L iShares USD Treasury Bond 20+yr UCITS ETF USD (Acc) | -0.98% | 4.47% | -6.97% | 1.69% | -27.43% |
ARTUX Artisan Floating Rate Fund | 1.53% | 6.34% | 7.54% | 11.20% | -3.50% |
Correlation
The correlation between DTLA.L and ARTUX is 0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.05 |
Correlation (All Time) Calculated using the full available price history since Feb 1, 2022 | 0.03 |
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Return for Risk
DTLA.L vs. ARTUX — Risk / Return Rank
DTLA.L
ARTUX
DTLA.L vs. ARTUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares USD Treasury Bond 20+yr UCITS ETF USD (Acc) (DTLA.L) and Artisan Floating Rate Fund (ARTUX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| DTLA.L | ARTUX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.99 | ||
| Sortino ratioReturn per unit of downside risk | -5.00 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.83 | -0.76 |
| Calmar ratioReturn relative to maximum drawdown | 0.53 | 3.15 | -2.63 |
| Martin ratioReturn relative to average drawdown | 1.34 | 10.78 | -9.44 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DTLA.L | ARTUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.41 | 2.40 | -1.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.41 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.07 | 1.87 | -1.94 |
Drawdowns
DTLA.L vs. ARTUX - Drawdown Comparison
The maximum DTLA.L drawdown since its inception was -48.47%, which is greater than ARTUX's maximum drawdown of -6.08%. Use the drawdown chart below to compare losses from any high point for DTLA.L and ARTUX.
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Drawdown Indicators
| DTLA.L | ARTUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.47% | -6.08% | -42.39% |
Max Drawdown (1Y)Largest decline over 1 year | -7.52% | -1.82% | -5.70% |
Max Drawdown (3Y)Largest decline over 3 years | -18.61% | -2.76% | -15.85% |
Max Drawdown (5Y)Largest decline over 5 years | -42.87% | — | — |
Current DrawdownCurrent decline from peak | -40.52% | 0.00% | -40.52% |
Average DrawdownAverage peak-to-trough decline | -24.06% | -0.95% | -23.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.96% | 0.53% | +2.43% |
Volatility
DTLA.L vs. ARTUX - Volatility Comparison
iShares USD Treasury Bond 20+yr UCITS ETF USD (Acc) (DTLA.L) has a higher volatility of 3.37% compared to Artisan Floating Rate Fund (ARTUX) at 0.59%. This indicates that DTLA.L's price experiences larger fluctuations and is considered to be riskier than ARTUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DTLA.L | ARTUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.37% | 0.59% | +2.78% |
Volatility (6M)Calculated over the trailing 6-month period | 6.53% | 1.75% | +4.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.82% | 2.40% | +7.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.93% | 2.80% | +12.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.78% | 2.80% | +11.98% |
DTLA.L vs. ARTUX - Expense Ratio Comparison
DTLA.L has a 0.07% expense ratio, which is lower than ARTUX's 1.20% expense ratio.
Dividends
DTLA.L vs. ARTUX - Dividend Comparison
DTLA.L has not paid dividends to shareholders, while ARTUX's dividend yield for the trailing twelve months is around 7.19%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
ARTUX Artisan Floating Rate Fund | 7.19% | 7.31% | 8.09% | 6.71% | 3.25% |
DTLA.L iShares USD Treasury Bond 20+yr UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
DTLA.L and ARTUX have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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