(MSDL) Morgan Stanley Direct - Performance 0.6% in 12m
Compare MSDL with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
10.23%
#12 in Group
Rel. Strength
43.17%
#4536 in Universe
Total Return 12m
0.63%
#11 in Group
Total Return 5y
7.20%
#13 in Group
P/E 8.02
33th Percentile in Group
P/E Forward 9.08
50th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -22.70%
(?) Percentile in Group
12m Total Return: MSDL (0.6%) vs XLF (22.7%)
5y Drawdown (Underwater) Chart
Top Performers in Diversified Financial Services
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
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 | -2.40% | -2.11% | -0.87% |
| 3 Months | -4.98% | -4.92% | -7.58% |
| 12 Months | 0.63% | 22.69% | 11.88% |
| 5 Years | 7.20% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | MSDL | XLF | S&P 500 |
| 1 Month | 17.4% | 27.8% | 23% |
| 3 Months | -71.5% | -81% | -88.5% |
| 12 Months | -6.30% | 83.7% | 55.1% |
| 5 Years | 32.9% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #7 | -0.30% | -1.55% |
| 3 Month | #5 | -0.07% | 2.81% |
| 12 Month | #10 | -18.0% | -10.1% |
| 5 Years | #9 | -17.4% | -7.63% |
FAQs
Does MSDL Morgan Stanley Direct outperforms the market?
No,
over the last 12 months MSDL made 0.63%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months MSDL made -4.98%, while XLF made -4.92%.
Over the last 3 months MSDL made -4.98%, while XLF made -4.92%.
Performance Comparison MSDL vs Indeces and Sectors
MSDL vs. Indices MSDL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.64% | -1.53% | 5.20% | -11.3% |
| US NASDAQ 100 | QQQ | -3.67% | -3.80% | 4.77% | -12.0% |
| US Dow Jones Industrial 30 | DIA | -1.70% | 0.78% | 5.29% | -8.57% |
| German DAX 40 | DAX | -1.41% | -3.72% | -14.3% | -24.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.32% | 0.42% | 8.19% | -5.33% |
| Hongkong Hang Seng | HSI | -1.65% | -2.46% | 3.28% | -13.3% |
| India NIFTY 50 | INDA | 0.20% | -6.46% | 4.91% | -2.44% |
| Brasil Bovespa | EWZ | -1.84% | -7.0% | 1.50% | 6.45% |
MSDL vs. Sectors MSDL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.89% | -1.35% | -0.93% | -23.3% |
| Consumer Discretionary | XLY | -2.72% | -2.30% | 2.69% | -12.7% |
| Consumer Staples | XLP | 0.86% | -2.60% | -0.11% | -10.6% |
| Energy | XLE | 1.84% | 11.5% | 11.0% | 11.7% |
| Financial | XLF | -1.25% | -0.29% | -2.40% | -22.1% |
| Health Care | XLV | -2.56% | 1.39% | 6.89% | -1.09% |
| Industrial | XLI | -3.06% | -2.51% | 4.49% | -8.96% |
| Materials | XLB | -2.03% | 0.03% | 12.6% | 4.15% |
| Real Estate | XLRE | -1.12% | -1.09% | 6.09% | -17.5% |
| Technology | XLK | -5.09% | -4.09% | 8.54% | -7.10% |
| Utilities | XLU | 0.20% | -2.46% | 3.08% | -21.2% |
| Aerospace & Defense | XAR | -3.59% | -8.79% | -8.33% | -25.9% |
| Biotech | XBI | -3.94% | -4.68% | 17.8% | 2.46% |
| Homebuilder | XHB | -1.95% | -0.13% | 20.0% | 7.66% |
| Retail | XRT | -1.07% | -1.84% | 10.8% | 3.37% |