(MSDL) Morgan Stanley Direct - Performance 0.2% in 12m
Compare MSDL with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
8.57%
#12 in Group
Rel. Strength
49.77%
#4012 in Universe
Total Return 12m
0.16%
#8 in Group
Total Return 5y
5.11%
#14 in Group
P/E 7.72
33th Percentile in Group
P/E Forward 8.53
56th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -23.61%
(?) Percentile in Group
12m Total Return: MSDL (0.2%) vs XLF (13.4%)
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 |
|---|---|---|---|---|---|---|---|---|
| VOYA NYSE Voya Financial |
-19% | -18.4% | 44.5% | 9.2 | 7.08 | 1.19 | -48.9% | -41.5% |
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 | -5.58% | -7.37% | -8.88% |
| 3 Months | -9.42% | -9.54% | -14.53% |
| 12 Months | 0.16% | 13.44% | 4.14% |
| 5 Years | 5.11% | 133.87% | 98.04% |
| Trend Score (consistency of price movement) | MSDL | XLF | S&P 500 |
| 1 Month | -65.2% | -72.9% | -74.2% |
| 3 Months | -72.9% | -79.2% | -89.4% |
| 12 Months | -2.80% | 86.7% | 64% |
| 5 Years | 34.0% | 75.1% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #4 | 1.93% | 3.63% |
| 3 Month | #6 | 0.13% | 5.97% |
| 12 Month | #7 | -11.7% | -3.83% |
| 5 Years | #10 | -13.5% | -2.27% |
FAQs
Does MSDL Morgan Stanley Direct outperforms the market?
No,
over the last 12 months MSDL made 0.16%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 13.44%.
Over the last 3 months MSDL made -9.42%, while XLF made -9.54%.
Over the last 3 months MSDL made -9.42%, while XLF made -9.54%.
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 | 4.58% | 3.30% | 11.9% | -3.98% |
| US NASDAQ 100 | QQQ | 5.23% | 4.21% | 12.8% | -3.88% |
| US Dow Jones Industrial 30 | DIA | 5.72% | 3.43% | 10.9% | -1.26% |
| German DAX 40 | DAX | -1.22% | 1.77% | -8.28% | -17.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.57% | -2.02% | 6.02% | -7.65% |
| Hongkong Hang Seng | HSI | -0.22% | 2.60% | 7.07% | -13.8% |
| India NIFTY 50 | INDA | -3.96% | -8.55% | 5.45% | -2.72% |
| Brasil Bovespa | EWZ | -0.86% | -0.42% | 6.88% | 12.3% |
MSDL vs. Sectors MSDL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 3.93% | 3.80% | 2.89% | -11.9% |
| Consumer Discretionary | XLY | 5.06% | 2.78% | 8.89% | -6.61% |
| Consumer Staples | XLP | 0.67% | -8.34% | -0.25% | -10.6% |
| Energy | XLE | -0.35% | 7.96% | 10.9% | 14.4% |
| Financial | XLF | 3.08% | 1.79% | 3.07% | -13.3% |
| Health Care | XLV | 4.21% | 3.64% | 12.1% | 3.58% |
| Industrial | XLI | 3.44% | 1.52% | 11.5% | -2.25% |
| Materials | XLB | 2.29% | 1.29% | 17.6% | 9.13% |
| Real Estate | XLRE | 0.33% | -1.61% | 8.52% | -13.2% |
| Technology | XLK | 6.04% | 6.46% | 19.2% | 2.77% |
| Utilities | XLU | 2.17% | -2.68% | 6.02% | -18.4% |
| Aerospace & Defense | XAR | 2.85% | -2.43% | 3.01% | -20.4% |
| Biotech | XBI | 1.25% | 7.74% | 23.5% | 9.86% |
| Homebuilder | XHB | 3.17% | 2.96% | 27.1% | 11.5% |
| Retail | XRT | 1.58% | -0.88% | 14.5% | 6.85% |