(CVLC) Morgan Stanley Trust - Performance 7% in 12m
Compare CVLC with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
58.81%
#138 in Group
Rel. Strength
58.49%
#3187 in Universe
Total Return 12m
6.95%
#119 in Group
Total Return 5y
37.58%
#149 in Group
12m Total Return: CVLC (7%) vs SPY (8.8%)
5y Drawdown (Underwater) Chart
Top Performers in Large Blend
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 |
|---|---|---|---|---|---|---|---|---|
| FCPI BATS Fidelity Stocks Inflation |
-1.48% | 11.5% | 157% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
-3.34% | 5.77% | 126% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
-3.74% | 5.33% | 123% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-3.37% | 8.99% | 147% | - | - | - | - | - |
| SPMO NYSE ARCA Invesco SP500 Momentum |
-4.41% | 17% | 182% | - | - | - | - | - |
| RECS NYSE ARCA Columbia Trust I |
-3.42% | 8.84% | 152% | - | - | - | - | - |
| DGRW NASDAQ WisdomTree U.S. Quality |
-2.33% | 7.27% | 133% | - | - | - | - | - |
| LRGF NYSE ARCA iShares U.S. Equity Factor |
-3.95% | 9.45% | 148% | - | - | - | - | - |
Performance Comparison: CVLC vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for CVLC
| Total Return (including Dividends) | CVLC | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -4.27% | -3.62% | -3.62% |
| 3 Months | -5.22% | -3.76% | -3.76% |
| 12 Months | 6.95% | 8.80% | 8.80% |
| 5 Years | 37.58% | 143.09% | 143.09% |
| Trend Score (consistency of price movement) | CVLC | SPY | S&P 500 |
| 1 Month | -30.3% | -17.5% | -17.5% |
| 3 Months | -60.9% | -55.3% | -55.3% |
| 12 Months | 82.3% | 84.8% | 84.8% |
| 5 Years | 96.3% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #171 | -0.68% | -0.68% |
| 3 Month | #175 | -1.52% | -1.52% |
| 12 Month | #132 | -1.70% | -1.70% |
| 5 Years | #97 | -2.31% | -2.31% |
FAQs
Does CVLC Morgan Stanley Trust outperforms the market?
No,
over the last 12 months CVLC made 6.95%, while its related Sector, the SPDR SP500 Trust (SPY) made 8.80%.
Over the last 3 months CVLC made -5.22%, while SPY made -3.76%.
Over the last 3 months CVLC made -5.22%, while SPY made -3.76%.
Performance Comparison CVLC vs Indeces and Sectors
CVLC vs. Indices CVLC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.18% | -0.65% | -1.10% | -1.85% |
| US NASDAQ 100 | QQQ | 1.51% | 0.49% | -0.34% | 0.06% |
| US Dow Jones Industrial 30 | DIA | -1.24% | -1.56% | -2.13% | -0.91% |
| German DAX 40 | DAX | -0.10% | -1.46% | -18.9% | -15.5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.17% | -4.54% | 7.11% | -2.13% |
| Hongkong Hang Seng | HSI | -2.98% | -6.75% | 3.29% | -11.2% |
| India NIFTY 50 | INDA | -0.80% | -11.1% | 9.80% | 7.09% |
| Brasil Bovespa | EWZ | -1.64% | -12.6% | 5.50% | 18.2% |
CVLC vs. Sectors CVLC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.73% | -0.13% | -9.09% | -11.7% |
| Consumer Discretionary | XLY | 0.41% | 1.35% | -2.27% | -3.34% |
| Consumer Staples | XLP | -6.65% | -2.72% | -1.97% | -3.83% |
| Energy | XLE | -3.53% | -12.1% | -8.20% | 4.87% |
| Financial | XLF | -1.35% | -0.77% | -13.1% | -13.7% |
| Health Care | XLV | -1.37% | -0.47% | 3.83% | 7.51% |
| Industrial | XLI | -0.71% | -2.65% | 0.12% | -0.07% |
| Materials | XLB | -2.45% | -3.96% | 7.52% | 12.0% |
| Real Estate | XLRE | -4.06% | -1.12% | 2.23% | -4.62% |
| Technology | XLK | 2.04% | 0.45% | 3.43% | 6.67% |
| Utilities | XLU | -5.47% | -4.62% | -0.40% | -17.9% |
| Aerospace & Defense | XAR | 2.16% | -3.96% | -4.20% | -10.3% |
| Biotech | XBI | 7.54% | 4.42% | 18.4% | 23.5% |
| Homebuilder | XHB | -0.28% | -2.78% | 19.6% | 18.1% |
| Retail | XRT | -1.76% | -1.62% | 5.67% | 16.4% |