(MDST) Ultimus Managers Trust - Performance 16.2% in 12m
Compare MDST with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
51.22%
#13 in Group
Rel. Strength
72.78%
#2167 in Universe
Total Return 12m
16.21%
#9 in Group
Total Return 5y
17.26%
#15 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: MDST (16.2%) vs XLE (-9.5%)
5y Drawdown (Underwater) Chart
Top Performers in Energy Limited Partnership
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 |
|---|---|---|---|---|---|---|---|---|
| ATMP BATS Barclays ETN+ Select MLP |
7.82% | 21.9% | 275% | - | - | - | - | - |
| TPYP NYSE ARCA Tortoise North American |
9.3% | 29.9% | 170% | - | - | - | - | - |
| MLPX NYSE ARCA Global X MLP & Energy |
9.38% | 28.3% | 233% | - | - | - | - | - |
| ENFR NYSE ARCA Alerian Energy |
9.62% | 27.4% | 209% | - | - | - | - | - |
| UMI NYSE ARCA USCF Midstream Energy |
9.27% | 26.1% | 221% | - | - | - | - | - |
| EMLP NYSE ARCA First Trust North American |
8.6% | 24.8% | 117% | - | - | - | - | - |
| AMLP NYSE ARCA Alerian MLP |
6.63% | 8.6% | 201% | - | - | - | - | - |
| AMZA NYSE ARCA InfraCap MLP |
6.03% | 10.2% | 293% | - | - | - | - | - |
Performance Comparison: MDST vs XLE vs S&P 500
XLE (Energy Sector SPDR Fund ETF) is the Sector Benchmark for MDST
| Total Return (including Dividends) | MDST | XLE | S&P 500 |
|---|---|---|---|
| 1 Month | 9.29% | 6.76% | 13.81% |
| 3 Months | -2.81% | -9.13% | -6.30% |
| 12 Months | 16.21% | -9.46% | 10.65% |
| 5 Years | 17.26% | 163.22% | 107.77% |
| Trend Score (consistency of price movement) | MDST | XLE | S&P 500 |
| 1 Month | 64.8% | 37.1% | 83% |
| 3 Months | -44.4% | -57.8% | -75.3% |
| 12 Months | 85.5% | -12.7% | 50.1% |
| 5 Years | 88.6% | 94% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLE | vs. S&P 500 |
| 1 Month | #5 | 2.37% | -3.97% |
| 3 Month | #5 | 6.95% | 3.72% |
| 12 Month | #9 | 28.4% | 5.03% |
| 5 Years | #3 | 35.6% | 6.41% |
FAQs
Does MDST Ultimus Managers Trust outperforms the market?
Yes,
over the last 12 months MDST made 16.21%, while its related Sector, the Energy Sector SPDR Fund (XLE) made -9.46%.
Over the last 3 months MDST made -2.81%, while XLE made -9.13%.
Over the last 3 months MDST made -2.81%, while XLE made -9.13%.
Performance Comparison MDST vs Indeces and Sectors
MDST vs. Indices MDST is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.32% | -4.52% | 5.69% | 5.56% |
| US NASDAQ 100 | QQQ | 0.13% | -8.07% | 5.48% | 4.57% |
| US Dow Jones Industrial 30 | DIA | -0.09% | -0.70% | 5.98% | 8.50% |
| German DAX 40 | DAX | 0.34% | -5.67% | -20.6% | -9.49% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.86% | -2.54% | 4.92% | 8.84% |
| Hongkong Hang Seng | HSI | -2.85% | -10.6% | -2.67% | 2.53% |
| India NIFTY 50 | INDA | 5.24% | 4.45% | 5.25% | 16.4% |
| Brasil Bovespa | EWZ | -0.73% | -7.95% | -3.01% | 24.5% |
MDST vs. Sectors MDST is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.32% | -4.12% | -1.37% | -5.35% |
| Consumer Discretionary | XLY | -0.06% | -4.94% | 6.67% | 1.94% |
| Consumer Staples | XLP | 1.18% | 2.70% | -1.24% | 7.09% |
| Energy | XLE | 0.50% | 2.53% | 12.3% | 25.7% |
| Financial | XLF | -0.78% | -4.23% | -1.41% | -6.22% |
| Health Care | XLV | 3.33% | 8.42% | 10.7% | 20.3% |
| Industrial | XLI | -1.37% | -7.53% | 4.26% | 5.22% |
| Materials | XLB | 0.52% | -4.27% | 10.6% | 21.4% |
| Real Estate | XLRE | 1.64% | -2.25% | 4.94% | 0.76% |
| Technology | XLK | -0.76% | -11.9% | 8.57% | 9.11% |
| Utilities | XLU | 0.27% | -0.30% | -1.97% | -1.26% |
| Aerospace & Defense | XAR | -1.66% | -11.9% | -5.81% | -11.1% |
| Biotech | XBI | 6.91% | -2.52% | 25.8% | 28.5% |
| Homebuilder | XHB | -0.15% | -2.19% | 18.9% | 23.8% |
| Retail | XRT | -1.58% | -5.36% | 9.93% | 17.7% |