(EVLN) Morgan Stanley Trust - Performance 5.6% in 12m
Compare EVLN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
47.68%
#12 in Group
Rel. Strength
52.51%
#3815 in Universe
Total Return 12m
5.56%
#7 in Group
Total Return 5y
7.19%
#14 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: EVLN (5.6%) vs TLT (4.1%)
5y Drawdown (Underwater) Chart
Top Performers in Bank Loan
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 |
|---|---|---|---|---|---|---|---|---|
| SEIX NYSE ARCA Virtus Trust II - Virtus |
-0.76% | 5.36% | 36.5% | - | - | - | - | - |
| FLBL BATS Franklin Liberty Senior |
0.21% | 5.71% | 37.3% | - | - | - | - | - |
| FTSL NASDAQ First Trust Senior Loan |
0.09% | 6.26% | 36.7% | - | - | - | - | - |
| FLRT NYSE ARCA Pacer Pacific Asset |
-0.69% | 5.41% | 39.4% | - | - | - | - | - |
| BKLN NYSE ARCA Invesco Senior Loan |
0.18% | 6.33% | 33.7% | - | - | - | - | - |
| SRLN NYSE ARCA SPDR Blackstone Senior Loan |
-0.39% | 5.58% | 36% | - | - | - | - | - |
| PFRL NYSE ARCA PGIM Trust |
-1.23% | 5.13% | 25.1% | - | - | - | - | - |
| LONZ NYSE ARCA PIMCO Trust |
-0.48% | 5.39% | 23.8% | - | - | - | - | - |
Performance Comparison: EVLN vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for EVLN
| Total Return (including Dividends) | EVLN | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | -0.32% | 0.34% | -2.90% |
| 3 Months | -0.58% | 1.77% | -7.85% |
| 12 Months | 5.56% | 4.06% | 9.33% |
| 5 Years | 7.19% | -39.41% | 106.31% |
| Trend Score (consistency of price movement) | EVLN | TLT | S&P 500 |
| 1 Month | -26.3% | -64.4% | -35.6% |
| 3 Months | -84.5% | 9.6% | -89.7% |
| 12 Months | 91.6% | -12.9% | 58.3% |
| 5 Years | 95.3% | -89.6% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #7 | -0.65% | 2.66% |
| 3 Month | #7 | -2.31% | 7.89% |
| 12 Month | #12 | 1.43% | -3.45% |
| 5 Years | #15 | 8.16% | -4.51% |
FAQs
Does EVLN Morgan Stanley Trust outperforms the market?
Yes,
over the last 12 months EVLN made 5.56%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 4.06%.
Over the last 3 months EVLN made -0.58%, while TLT made 1.77%.
Over the last 3 months EVLN made -0.58%, while TLT made 1.77%.
Performance Comparison EVLN vs Indeces and Sectors
EVLN vs. Indices EVLN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -5.90% | 2.58% | 6.10% | -3.77% |
| US NASDAQ 100 | QQQ | -7.86% | 1.56% | 5.82% | -4.31% |
| US Dow Jones Industrial 30 | DIA | -3.83% | 4.82% | 6.21% | -0.62% |
| German DAX 40 | DAX | -3.24% | 1.57% | -12.2% | -16.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.63% | 3.25% | 7.73% | 0.38% |
| Hongkong Hang Seng | HSI | -3.63% | 3.22% | 5.01% | -4.74% |
| India NIFTY 50 | INDA | 1.53% | -2.37% | 5.02% | 4.22% |
| Brasil Bovespa | EWZ | -5.65% | -2.64% | 2.75% | 13.9% |
EVLN vs. Sectors EVLN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -5.76% | 4.03% | -2.27% | -15.0% |
| Consumer Discretionary | XLY | -8.25% | 2.51% | 2.88% | -5.19% |
| Consumer Staples | XLP | 1.56% | -0.36% | 0.68% | -3.82% |
| Energy | XLE | -2.55% | 11.0% | 7.64% | 17.3% |
| Financial | XLF | -3.94% | 3.98% | -1.01% | -14.1% |
| Health Care | XLV | -2.88% | 4.45% | 7.96% | 5.67% |
| Industrial | XLI | -4.07% | 2.60% | 5.74% | -0.47% |
| Materials | XLB | -2.65% | 4.32% | 13.4% | 12.3% |
| Real Estate | XLRE | -1.07% | 1.85% | 8.26% | -8.19% |
| Technology | XLK | -9.71% | 1.12% | 10.7% | 0.96% |
| Utilities | XLU | -1.75% | -1.35% | 3.48% | -14.6% |
| Aerospace & Defense | XAR | -5.46% | -3.07% | -5.46% | -18.9% |
| Biotech | XBI | -5.03% | 5.85% | 20.0% | 11.6% |
| Homebuilder | XHB | -4.15% | 4.91% | 21.6% | 15.3% |
| Retail | XRT | -3.11% | 2.09% | 11.1% | 10.5% |