(MSDL) Morgan Stanley Direct - Performance 5% in 12m
Compare MSDL with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
21.46%
#12 in Group
Rel. Strength
49.30%
#3903 in Universe
Total Return 12m
4.99%
#10 in Group
Total Return 5y
12.15%
#13 in Group
12m Total Return: MSDL (5%) vs XLF (20.6%)
5y Drawdown (Underwater) Chart
Top Performers in Diversified Financial Services
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 |
|---|---|---|---|---|---|---|---|---|
| CPAY NYSE Corpay |
-3.81% | 15.1% | 90.5% | 25.6 | 17 | 1.18 | 83.8% | 12.5% |
Performance Comparison: MSDL vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for MSDL
| Total Return (including Dividends) | MSDL | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 2.33% | -3.50% | -3.62% |
| 3 Months | -0.12% | 3.57% | -3.76% |
| 12 Months | 4.99% | 20.61% | 8.80% |
| 5 Years | 12.15% | 178.11% | 143.09% |
| Trend Score (consistency of price movement) | MSDL | XLF | S&P 500 |
| 1 Month | 82.3% | 50.4% | -17.5% |
| 3 Months | -49.0% | 3.2% | -55.3% |
| 12 Months | 10.8% | 93.1% | 84.8% |
| 5 Years | 40.6% | 75.2% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #5 | 6.04% | 6.17% |
| 3 Month | #9 | -3.56% | 3.78% |
| 12 Month | #11 | -13.0% | -3.51% |
| 5 Years | #10 | -15.3% | -4.47% |
FAQs
Does MSDL Morgan Stanley Direct outperforms the market?
No,
over the last 12 months MSDL made 4.99%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 20.61%.
Over the last 3 months MSDL made -0.12%, while XLF made 3.57%.
Over the last 3 months MSDL made -0.12%, while XLF made 3.57%.
Performance Comparison MSDL vs Indeces and Sectors
MSDL vs. Indices MSDL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 3.32% | 5.95% | 8.89% | -3.81% |
| US NASDAQ 100 | QQQ | 5.01% | 7.09% | 9.65% | -1.90% |
| US Dow Jones Industrial 30 | DIA | 2.26% | 5.04% | 7.86% | -2.87% |
| German DAX 40 | DAX | 3.40% | 5.14% | -8.90% | -17.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.33% | 2.06% | 17.1% | -4.09% |
| Hongkong Hang Seng | HSI | 0.52% | -0.15% | 13.3% | -13.2% |
| India NIFTY 50 | INDA | 2.70% | -4.47% | 19.8% | 5.13% |
| Brasil Bovespa | EWZ | 1.86% | -5.96% | 15.5% | 16.2% |
MSDL vs. Sectors MSDL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 4.23% | 6.47% | 0.90% | -13.6% |
| Consumer Discretionary | XLY | 3.91% | 7.95% | 7.72% | -5.30% |
| Consumer Staples | XLP | -3.15% | 3.88% | 8.02% | -5.79% |
| Energy | XLE | -0.03% | -5.54% | 1.79% | 2.91% |
| Financial | XLF | 2.15% | 5.83% | -3.06% | -15.6% |
| Health Care | XLV | 2.13% | 6.13% | 13.8% | 5.55% |
| Industrial | XLI | 2.79% | 3.95% | 10.1% | -2.03% |
| Materials | XLB | 1.05% | 2.64% | 17.5% | 10.1% |
| Real Estate | XLRE | -0.56% | 5.48% | 12.2% | -6.58% |
| Technology | XLK | 5.54% | 7.05% | 13.4% | 4.71% |
| Utilities | XLU | -1.97% | 1.98% | 9.59% | -19.9% |
| Aerospace & Defense | XAR | 5.66% | 2.64% | 5.79% | -12.3% |
| Biotech | XBI | 11.0% | 11.0% | 28.4% | 21.6% |
| Homebuilder | XHB | 3.22% | 3.82% | 29.6% | 16.1% |
| Retail | XRT | 1.74% | 4.98% | 15.7% | 14.5% |