(MSCI) MSCI - Performance 20% in 12m
Compare MSCI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
47.42%
#14 in Group
Rel. Strength
75.15%
#1978 in Universe
Total Return 12m
19.95%
#16 in Group
Total Return 5y
68.60%
#16 in Group
P/E 38.2
80th Percentile in Group
P/E Forward 33.4
78th Percentile in Group
PEG 2.74
36th Percentile in Group
FCF Yield 3.05%
91th Percentile in Group
12m Total Return: MSCI (20%) vs XLF (22.4%)
5y Drawdown (Underwater) Chart
Top Performers in Financial Exchanges & Data
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 |
|---|---|---|---|---|---|---|---|---|
| X TO TMX |
16.9% | 56.7% | 133% | 32.3 | 28.3 | 1.43 | -28.5% | -30.3% |
| CBOE BATS Cboe Global Markets |
9.61% | 24.5% | 146% | 30.4 | 25.1 | 1.75 | 81.9% | 24.8% |
| NDAQ NASDAQ Nasdaq |
19% | 33.7% | 133% | 35.4 | 24.9 | 1.58 | -25.5% | - |
Performance Comparison: MSCI vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for MSCI
| Total Return (including Dividends) | MSCI | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 10.06% | 13.52% | 13.81% |
| 3 Months | -4.07% | -2.66% | -6.30% |
| 12 Months | 19.95% | 22.43% | 10.65% |
| 5 Years | 68.60% | 150.42% | 107.77% |
| Trend Score (consistency of price movement) | MSCI | XLF | S&P 500 |
| 1 Month | 30.9% | 89.2% | 83% |
| 3 Months | -73.2% | -64.6% | -75.3% |
| 12 Months | 47.5% | 82% | 50.1% |
| 5 Years | 60.4% | 75.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #21 | -3.05% | -3.30% |
| 3 Month | #15 | -1.44% | 2.38% |
| 12 Month | #16 | -2.02% | 8.41% |
| 5 Years | #16 | -32.7% | -18.9% |
FAQs
Does MSCI MSCI outperforms the market?
No,
over the last 12 months MSCI made 19.95%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.43%.
Over the last 3 months MSCI made -4.07%, while XLF made -2.66%.
Over the last 3 months MSCI made -4.07%, while XLF made -2.66%.
Performance Comparison MSCI vs Indeces and Sectors
MSCI vs. Indices MSCI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.00% | -3.75% | -0.58% | 9.30% |
| US NASDAQ 100 | QQQ | 0.81% | -7.30% | -0.79% | 8.31% |
| US Dow Jones Industrial 30 | DIA | 0.59% | 0.07% | -0.29% | 12.2% |
| German DAX 40 | DAX | 1.02% | -4.90% | -26.9% | -5.75% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.18% | -1.77% | -1.35% | 12.6% |
| Hongkong Hang Seng | HSI | -2.17% | -9.87% | -8.94% | 6.27% |
| India NIFTY 50 | INDA | 5.92% | 5.22% | -1.02% | 20.2% |
| Brasil Bovespa | EWZ | -0.05% | -7.18% | -9.28% | 28.3% |
MSCI vs. Sectors MSCI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.36% | -3.35% | -7.64% | -1.61% |
| Consumer Discretionary | XLY | 0.62% | -4.17% | 0.40% | 5.68% |
| Consumer Staples | XLP | 1.86% | 3.47% | -7.51% | 10.8% |
| Energy | XLE | 1.18% | 3.30% | 6.01% | 29.4% |
| Financial | XLF | -0.10% | -3.46% | -7.68% | -2.48% |
| Health Care | XLV | 4.01% | 9.19% | 4.41% | 24.0% |
| Industrial | XLI | -0.69% | -6.76% | -2.01% | 8.96% |
| Materials | XLB | 1.20% | -3.50% | 4.31% | 25.2% |
| Real Estate | XLRE | 2.32% | -1.48% | -1.33% | 4.50% |
| Technology | XLK | -0.08% | -11.2% | 2.30% | 12.9% |
| Utilities | XLU | 0.95% | 0.47% | -8.24% | 2.48% |
| Aerospace & Defense | XAR | -0.98% | -11.1% | -12.1% | -7.38% |
| Biotech | XBI | 7.59% | -1.75% | 19.6% | 32.2% |
| Homebuilder | XHB | 0.53% | -1.42% | 12.6% | 27.5% |
| Retail | XRT | -0.90% | -4.59% | 3.66% | 21.4% |