(EVSB) Morgan Stanley Trust - Performance 5.8% in 12m
Compare EVSB with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
32.22%
#61 in Group
Rel. Strength
54.16%
#3679 in Universe
Total Return 12m
5.82%
#12 in Group
Total Return 5y
9.62%
#56 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: EVSB (5.8%) vs TLT (4%)
5y Drawdown (Underwater) Chart
Top Performers in Ultrashort Bond
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 |
|---|---|---|---|---|---|---|---|---|
| VRIG NASDAQ Invesco Variable Rate |
-0.07% | 5.33% | 25.9% | - | - | - | - | - |
| FLRN NYSE ARCA SPDR Bloomberg Investment |
0.09% | 5.34% | 19.5% | - | - | - | - | - |
| FLOT BATS iShares Floating Rate Bond |
0.1% | 5.38% | 19.5% | - | - | - | - | - |
| JPST NYSE ARCA JPMorgan Ultra-Short Income |
0.38% | 5.48% | 16.5% | - | - | - | - | - |
| FLTR NYSE ARCA VanEck Investment Grade |
-0.26% | 5.35% | 22.1% | - | - | - | - | - |
| LQDH NYSE ARCA iShares Interest Rate |
-1.18% | 4.46% | 33.6% | - | - | - | - | - |
| ICSH BATS iShares Ultra Short-Term |
0.42% | 5.51% | 15.7% | - | - | - | - | - |
| ULST NYSE ARCA SPDR SSgA Ultra Short Term |
0.38% | 5.49% | 17.7% | - | - | - | - | - |
Performance Comparison: EVSB vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for EVSB
| Total Return (including Dividends) | EVSB | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 0.24% | -1.35% | -4.77% |
| 3 Months | 1.12% | 2.22% | -9.81% |
| 12 Months | 5.82% | 3.98% | 9.54% |
| 5 Years | 9.62% | -39.85% | 104.83% |
| Trend Score (consistency of price movement) | EVSB | TLT | S&P 500 |
| 1 Month | 49.7% | -71.3% | -51.2% |
| 3 Months | 95.6% | 14% | -90.1% |
| 12 Months | 99.9% | -11.5% | 59.4% |
| 5 Years | 100% | -89.6% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #43 | 1.62% | 5.26% |
| 3 Month | #14 | -1.07% | 12.1% |
| 12 Month | #17 | 1.77% | -3.40% |
| 5 Years | #64 | -3.20% | -16.2% |
FAQs
Does EVSB Morgan Stanley Trust outperforms the market?
Yes,
over the last 12 months EVSB made 5.82%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 3.98%.
Over the last 3 months EVSB made 1.12%, while TLT made 2.22%.
Over the last 3 months EVSB made 1.12%, while TLT made 2.22%.
Performance Comparison EVSB vs Indeces and Sectors
EVSB vs. Indices EVSB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -3.75% | 5.01% | 7.42% | -3.72% |
| US NASDAQ 100 | QQQ | -5.14% | 4.99% | 7.18% | -4.42% |
| US Dow Jones Industrial 30 | DIA | -2.36% | 5.95% | 7.04% | -0.17% |
| German DAX 40 | DAX | -4.07% | 3.65% | -11.0% | -15.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.74% | 3.33% | 7.11% | -3.77% |
| Hongkong Hang Seng | HSI | -4.40% | 3.45% | 4.50% | -9.68% |
| India NIFTY 50 | INDA | -2.73% | -2.87% | 4.71% | 1.75% |
| Brasil Bovespa | EWZ | -5.93% | -1.86% | 3.68% | 12.6% |
EVSB vs. Sectors EVSB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.85% | 5.23% | -1.65% | -11.5% |
| Consumer Discretionary | XLY | -4.60% | 5.22% | 4.98% | -6.61% |
| Consumer Staples | XLP | 1.10% | -1.84% | 1.96% | -3.70% |
| Energy | XLE | -1.18% | 11.3% | 8.99% | 17.2% |
| Financial | XLF | -3.33% | 4.03% | -0.74% | -13.4% |
| Health Care | XLV | -1.30% | 6.87% | 9.67% | 6.71% |
| Industrial | XLI | -2.87% | 4.16% | 6.59% | -1.43% |
| Materials | XLB | -2.98% | 4.05% | 13.5% | 9.77% |
| Real Estate | XLRE | -0.25% | 3.18% | 9.45% | -8.81% |
| Technology | XLK | -6.42% | 5.85% | 12.4% | 1.36% |
| Utilities | XLU | -0.77% | -0.12% | 4.76% | -15.3% |
| Aerospace & Defense | XAR | -3.0% | 0.86% | -3.92% | -19.8% |
| Biotech | XBI | -6.43% | 9.17% | 19.2% | 9.31% |
| Homebuilder | XHB | -3.75% | 6.07% | 22.2% | 13.2% |
| Retail | XRT | -2.85% | 4.07% | 11.1% | 9.88% |