(MSCI) MSCI - Performance 9.4% in 12m
Compare MSCI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
53.39%
#15 in Group
Rel. Strength
66.28%
#2694 in Universe
Total Return 12m
9.43%
#16 in Group
Total Return 5y
78.24%
#13 in Group
P/E 36.0
80th Percentile in Group
P/E Forward 29.9
78th Percentile in Group
PEG 2.29
36th Percentile in Group
FCF Yield 3.28%
91th Percentile in Group
12m Total Return: MSCI (9.4%) vs XLF (19%)
5y Drawdown (Underwater) Chart
Top Performers in Financial Exchanges & Data
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 |
|---|---|---|---|---|---|---|---|---|
| X TO TMX Limited |
1.38% | 43.9% | 128% | 29.7 | 27.6 | 1.43 | 0.70% | -30.3% |
| CBOE BATS Cboe Global Markets |
-1.18% | 23.8% | 127% | 30.2 | 24.2 | 1.75 | 75.0% | 9.94% |
| NDAQ NASDAQ Nasdaq |
-4.14% | 21.8% | 112% | 35.4 | 21.9 | 1.39 | -35.5% | 0.84% |
| SPGI NYSE S&P Global |
-5.61% | 12.8% | 72.9% | 36.5 | 26.2 | 1.83 | -27.6% | -2.5% |
Performance Comparison: MSCI vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for MSCI
| Total Return (including Dividends) | MSCI | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -3.84% | -4.51% | -5.89% |
| 3 Months | -11.14% | -7.56% | -12.45% |
| 12 Months | 9.43% | 18.95% | 6.72% |
| 5 Years | 78.24% | 132.81% | 101.06% |
| Trend Score (consistency of price movement) | MSCI | XLF | S&P 500 |
| 1 Month | -64.9% | -71.4% | -74.5% |
| 3 Months | -85.2% | -76.1% | -88.2% |
| 12 Months | 63.8% | 87.3% | 66.1% |
| 5 Years | 61.8% | 75.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #13 | 0.71% | 2.18% |
| 3 Month | #14 | -3.87% | 1.49% |
| 12 Month | #16 | -8.0% | 2.53% |
| 5 Years | #14 | -23.4% | -11.4% |
FAQs
Does MSCI MSCI outperforms the market?
No,
over the last 12 months MSCI made 9.43%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 18.95%.
Over the last 3 months MSCI made -11.14%, while XLF made -7.56%.
Over the last 3 months MSCI made -11.14%, while XLF made -7.56%.
Performance Comparison MSCI vs Indeces and Sectors
MSCI vs. Indices MSCI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 2.37% | 2.05% | -0.15% | 2.71% |
| US NASDAQ 100 | QQQ | 3.23% | 2.44% | 0.38% | 3.90% |
| US Dow Jones Industrial 30 | DIA | 3.54% | 1.98% | -0.69% | 4.12% |
| German DAX 40 | DAX | -2.99% | 5.56% | -17.2% | -8.78% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.66% | 3.66% | -2.43% | 3.54% |
| Hongkong Hang Seng | HSI | -1.92% | 5.98% | -1.67% | -6.79% |
| India NIFTY 50 | INDA | -2.0% | -8.61% | -2.60% | 6.36% |
| Brasil Bovespa | EWZ | -1.19% | 1.24% | -3.10% | 18.9% |
MSCI vs. Sectors MSCI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.12% | 1.82% | -8.96% | -4.11% |
| Consumer Discretionary | XLY | 3.24% | 0.08% | -2.89% | 0.21% |
| Consumer Staples | XLP | -0.93% | -7.04% | -10.4% | -4.51% |
| Energy | XLE | -2.35% | 6.24% | -1.21% | 19.7% |
| Financial | XLF | 1.0% | 0.67% | -8.27% | -9.52% |
| Health Care | XLV | 1.97% | 3.53% | 1.25% | 9.97% |
| Industrial | XLI | 1.25% | 0.86% | -0.23% | 4.07% |
| Materials | XLB | 0.65% | 2.81% | 6.93% | 17.0% |
| Real Estate | XLRE | -2.97% | -0.95% | -1.50% | -7.68% |
| Technology | XLK | 3.73% | 5.09% | 6.66% | 10.6% |
| Utilities | XLU | -0.94% | -3.42% | -5.89% | -14.9% |
| Aerospace & Defense | XAR | 0.68% | -3.88% | -9.91% | -14.7% |
| Biotech | XBI | -1.19% | 8.04% | 14.4% | 18.3% |
| Homebuilder | XHB | 1.42% | 3.0% | 17.8% | 18.5% |
| Retail | XRT | 0.67% | -1.73% | 4.52% | 13.8% |