Overview Performance Dividends Peer Group Options

(MSDL) Morgan Stanley Direct - Performance -3.6% in 12m

MSDL performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.

Performance Rating 13.09%
#11 in Peer-Group
Rel. Strength 37.01%
#4792 in Stock-Universe
Total Return 12m -3.56%
#10 in Peer-Group
Total Return 5y 7.04%
#12 in Peer-Group
P/E Value
P/E Trailing 8.93
P/E Forward 9.40
High / Low USD
52 Week High 21.73 USD
52 Week Low 17.79 USD
Sentiment Value
VRO Trend Strength +-100 26.28
Buy/Sell Signal +-5 1.44
Support / Resistance Levels
Support
Resistance
12m Total Return: MSDL (-3.6%) vs XLF (23.7%)
Total Return of Morgan Stanley Direct versus its related sector ETF XLF
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for (MSDL) Morgan Stanley Direct - Performance -3.6% in 12m

Top Performer in Diversified Financial Services

Short Term Performance

Symbol 1w 1m 3m
MSDL -0.97% -2.02% -2.82%
IX 0.42% 5.26% 2.27%
ALRS -2.60% -5.84% 13.7%
KBCA -4.70% -3.43% 5.57%

Long Term Performance

Symbol 6m 12m 5y
MSDL -3.91% -3.56% 7.04%
KBCA 23.7% 38.9% 195%
ALRS -2.38% 16.8% 20.9%
EQH 10.1% 31.7% 182%

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
VOYA NYSE
Voya Financial		 -3.15% -4.99% 52.5% 12.5 8.56 1.19 -9.20% -18.3%
CPAY NYSE
Corpay		 -6.9% 28.2% 24.9% 22.6 15.3 1.18 78.9% 10.3%

Performance Comparison: MSDL vs XLF vs S&P 500

XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for MSDL
Total Return (including Dividends) MSDL XLF S&P 500
1 Month -2.02% -2.57% 1.11%
3 Months -2.82% 2.14% 5.58%
12 Months -3.56% 23.72% 10.51%
5 Years 7.04% 127.03% 109.12%

Trend Score (consistency of price movement) MSDL XLF S&P 500
1 Month -50.9% -20.6% 69.9%
3 Months -19.1% 63.2% 69.3%
12 Months 13.2% 79.3% 43.2%
5 Years 29.6% 75.2% 84.1%

Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #5 0.57% -3.09%
3 Month #9 -4.86% -7.95%
12 Month #10 -22.05% -12.73%
5 Years #9 -19.46% -14.33%

FAQs

Does Morgan Stanley Direct (MSDL) outperform the market?

No, over the last 12 months MSDL made -3.56%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 23.72%. Over the last 3 months MSDL made -2.82%, while XLF made 2.14%.

Performance Comparison MSDL vs Indeces and Sectors

Above 0 means better perfomance compared to Symbol in this Timeframe

MSDL vs. Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY -0.5% -3.1% -2.9% -14%
US NASDAQ 100 QQQ -0.3% -3.5% -2.1% -13%
German DAX 40 DAX 1.7% -1.3% -19.3% -33%
Shanghai Shenzhen CSI 300 CSI 300 -0.2% -1.1% -4.7% -15%
Hongkong Hang Seng HSI -1% -7.1% -21.9% -31%
India NIFTY 50 INDA 1.2% -0.7% -1.9% -2%
Brasil Bovespa EWZ -2.9% -2.5% -23.1% -13%

MSDL vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC -0.2% -3.5% -5.7% -26%
Consumer Discretionary XLY 0% -0.2% 7% -21%
Consumer Staples XLP -0.2% -1.8% -4.4% -10%
Energy XLE -6.4% -4.9% -6.5% -7%
Financial XLF 1.1% 0.6% -5.7% -27%
Health Care XLV -2.5% -6.4% -2.5% 2%
Industrial XLI 0.5% -2.4% -8.5% -22%
Materials XLB 0.2% -3.4% -3.7% -3%
Real Estate XLRE -1% -3% -3.9% -17%
Technology XLK -0.8% -4% -3.3% -8%
Utilities XLU -1.9% -2.6% -11.3% -25%
Aerospace & Defense XAR 0.5% -7.8% -19.9% -46%
Biotech XBI -0.2% -9.8% 7.9% 4%
Homebuilder XHB 1.1% 3% 12.5% 6%
Retail XRT 3.4% -1.9% 5% -4%

MSDL vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO -12.3% -20.7% -12.8% -7%
Natural Gas UNG 0.2% 0.6% -21.2% 11%
Gold GLD -4.1% -8.2% -33.1% -51%
Silver SLV 0.3% -13.4% -22.5% -26%
Copper CPER 2% -3.7% -17.8% -12%

MSDL vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -2% -2.7% -1.5% 0%
iShares High Yield Corp. Bond HYG -1% -2.5% -6.6% -13%