MSDL Performance & Benchmarks - 1.5% in 12m
The Total Return for 3m is -1%, for 6m -7% and YTD -5.5%. Compare with Peer-Group: Diversified Financial Services
Performance Rating
15.87%
#12 in Peer-Group
Rel. Strength
44.25%
#4286 in Stock-Universe
Total Return 12m
1.54%
#12 in Peer-Group
Total Return 5y
4.81%
#14 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 9.08 |
| P/E Forward | 9.56 |
| High / Low | USD |
|---|---|
| 52 Week High | 20.54 USD |
| 52 Week Low | 17.33 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 5.37 |
| Buy/Sell Signal +-5 | -0.09 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: MSDL (1.5%) vs XLF (21%)
5y Drawdown (Underwater) Chart
Top Performer in Diversified Financial Services
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| MSDL | -3.89% | -1.75% | -1.01% |
| KBCA | -0.16% | 5.02% | 14.1% |
| IX | -1.0% | 0.40% | 13.8% |
| CRBG | -3.23% | -2.32% | 16.0% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| MSDL | -7.01% | 1.54% | 4.81% |
| KBCA | 29.7% | 51.1% | 238% |
| CRBG | 6.92% | 28.4% | 107% |
| EQH | -5.91% | 21.8% | 173% |
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 |
-7.17% | -1.95% | 45.7% | 13.5 | 9.17 | 1.19 | 23.1% | 37.6% |
| CPAY NYSE Corpay |
-6.63% | 11.1% | 20.2% | 23.5 | 16 | 1.18 | 49.0% | 0.5% |
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 | -1.75% | -2.39% | 0.66% |
| 3 Months | -1.01% | 5.80% | 11.66% |
| 12 Months | 1.54% | 20.99% | 15.92% |
| 5 Years | 4.81% | 133.47% | 103.09% |
| Trend Stabilty (consistency of price movement) | MSDL | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -6.6% | 9.6% | 66.4% |
| 3 Months | 26.7% | 80.9% | 96.6% |
| 12 Months | 41% | 78% | 50% |
| 5 Years | 27.6% | 75.2% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 69 %th | 0.66% | -2.39% |
| 3 Month | 38 %th | -6.44% | -11.35% |
| 12 Month | 31 %th | -16.08% | -12.41% |
| 5 Years | 31 %th | -23.61% | -19.69% |
FAQs
Does Morgan Stanley Direct (MSDL) outperform the market?
No,
over the last 12 months MSDL made 1.54%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 20.99%.
Over the last 3 months MSDL made -1.01%, while XLF made 5.80%.
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 | -1.5% | -2.4% | -11.6% | -14% |
| US NASDAQ 100 | QQQ | -1.7% | -3% | -14.2% | -20% |
| German DAX 40 | DAX | -0.6% | -0.7% | -15.9% | -27% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.3% | -4.4% | -16% | -20% |
| Hongkong Hang Seng | HSI | -1.7% | -3.9% | -34.4% | -38% |
| India NIFTY 50 | INDA | -1.9% | 3.8% | -10.6% | 8% |
| Brasil Bovespa | EWZ | -2.8% | 5.7% | -14% | -2% |
MSDL vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.5% | -0.2% | -11% | -23% |
| Consumer Discretionary | XLY | 0% | -0.8% | -1.8% | -18% |
| Consumer Staples | XLP | -2.3% | 0.5% | -9.3% | -3% |
| Energy | XLE | -2.2% | -1.9% | -5.6% | 4% |
| Financial | XLF | -0.1% | 0.6% | -8% | -19% |
| Health Care | XLV | 0% | 2.3% | 3.3% | 13% |
| Industrial | XLI | -0.5% | -2.9% | -17% | -20% |
| Materials | XLB | 2.2% | 2% | -5.5% | 5% |
| Real Estate | XLRE | -0.4% | -0.8% | -8.4% | -0% |
| Technology | XLK | -2% | -4.2% | -20.3% | -21% |
| Utilities | XLU | -5.4% | -6.5% | -18.1% | -18% |
| Aerospace & Defense | XAR | -1.1% | -5.9% | -29.8% | -44% |
| Biotech | XBI | -2% | -5.2% | -1% | 14% |
| Homebuilder | XHB | -1.4% | -2.9% | -5.8% | 10% |
| Retail | XRT | 0.9% | 0.2% | -6.3% | -2% |
MSDL vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -7.4% | -6.52% | -6.55% | 0% |
| Natural Gas | UNG | -2.4% | 8.1% | 15.8% | -3% |
| Gold | GLD | -4.5% | -2.3% | -25.9% | -35% |
| Silver | SLV | -0.8% | -4.4% | -24.2% | -28% |
| Copper | CPER | 19.2% | 10.9% | -8.5% | -6% |
MSDL vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -5.5% | -1.4% | -8.4% | 6% |
| iShares High Yield Corp. Bond | HYG | -3.3% | -1.5% | -10.4% | -7% |