(MSEX) Middlesex Water - Performance 14.8% in 12m
Compare MSEX with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-7.45%
#9 in Group
Rel. Strength
72.35%
#2201 in Universe
Total Return 12m
14.77%
#4 in Group
Total Return 5y
6.03%
#10 in Group
P/E 25.4
75th Percentile in Group
P/E Forward 28.6
82th Percentile in Group
PEG 11.0
100th Percentile in Group
FCF Yield 2.23%
58th Percentile in Group
12m Total Return: MSEX (14.8%) vs XLU (19.5%)
5y Drawdown (Underwater) Chart
Top Performers in Water Utilities
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 |
|---|
Performance Comparison: MSEX vs XLU vs S&P 500
XLU (Utilities Sector SPDR Fund ETF) is the Sector Benchmark for MSEX
| Total Return (including Dividends) | MSEX | XLU | S&P 500 |
|---|---|---|---|
| 1 Month | -5.33% | 7.00% | 12.17% |
| 3 Months | 20.74% | 3.49% | -5.54% |
| 12 Months | 14.77% | 19.53% | 11.11% |
| 5 Years | 6.03% | 64.32% | 112.99% |
| Trend Score (consistency of price movement) | MSEX | XLU | S&P 500 |
| 1 Month | -10.4% | 75.2% | 74.8% |
| 3 Months | 74.8% | -10.2% | -84.7% |
| 12 Months | 10.2% | 67.4% | 53.5% |
| 5 Years | -38.9% | 77.4% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLU | vs. S&P 500 |
| 1 Month | #16 | -11.5% | -15.6% |
| 3 Month | #3 | 16.7% | 27.8% |
| 12 Month | #5 | -3.98% | 3.29% |
| 5 Years | #10 | -35.5% | -50.2% |
FAQs
Does MSEX Middlesex Water outperforms the market?
No,
over the last 12 months MSEX made 14.77%, while its related Sector, the Utilities Sector SPDR Fund (XLU) made 19.53%.
Over the last 3 months MSEX made 20.74%, while XLU made 3.49%.
Over the last 3 months MSEX made 20.74%, while XLU made 3.49%.
Performance Comparison MSEX vs Indeces and Sectors
MSEX vs. Indices MSEX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -4.66% | -17.5% | -5.06% | 3.66% |
| US NASDAQ 100 | QQQ | -5.25% | -21.0% | -5.85% | 3.06% |
| US Dow Jones Industrial 30 | DIA | -4.45% | -13.2% | -4.53% | 6.72% |
| German DAX 40 | DAX | -5.39% | -17.1% | -25.3% | -11.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.82% | -10.0% | -1.09% | 9.0% |
| Hongkong Hang Seng | HSI | -5.68% | -14.0% | -5.44% | 5.60% |
| India NIFTY 50 | INDA | -2.93% | -14.9% | -4.96% | 11.1% |
| Brasil Bovespa | EWZ | -1.44% | -16.0% | -7.03% | 24.1% |
MSEX vs. Sectors MSEX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -4.62% | -17.0% | -11.3% | -6.41% |
| Consumer Discretionary | XLY | -3.67% | -15.5% | -6.45% | 1.75% |
| Consumer Staples | XLP | -3.0% | -9.28% | -7.75% | 4.55% |
| Energy | XLE | -0.58% | -9.42% | 2.03% | 24.0% |
| Financial | XLF | -5.07% | -17.9% | -13.3% | -8.28% |
| Health Care | XLV | -1.72% | -7.73% | -0.14% | 15.2% |
| Industrial | XLI | -5.74% | -19.4% | -6.31% | 4.63% |
| Materials | XLB | -4.38% | -14.4% | 3.34% | 18.7% |
| Real Estate | XLRE | -4.59% | -13.0% | -3.64% | -2.40% |
| Technology | XLK | -5.84% | -24.1% | -2.10% | 8.33% |
| Utilities | XLU | -3.12% | -12.3% | -9.86% | -4.76% |
| Aerospace & Defense | XAR | -5.78% | -27.6% | -19.6% | -11.1% |
| Biotech | XBI | -4.39% | -18.7% | 10.9% | 22.5% |
| Homebuilder | XHB | -5.47% | -10.0% | 10.7% | 23.1% |
| Retail | XRT | -4.55% | -14.1% | 1.46% | 18.2% |