(EVLN) Morgan Stanley Trust - Performance 6.1% in 12m
Compare EVLN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
47.78%
#13 in Group
Rel. Strength
51.17%
#3886 in Universe
Total Return 12m
6.08%
#5 in Group
Total Return 5y
7.87%
#14 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: EVLN (6.1%) vs TLT (2.8%)
5y Drawdown (Underwater) Chart
Top Performers in Bank Loan
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 |
|---|---|---|---|---|---|---|---|---|
| FTSL NASDAQ First Trust Senior Loan |
0.68% | 6.5% | 37.9% | - | - | - | - | - |
| FLBL BATS Franklin Liberty Senior |
0.6% | 5.96% | 38.6% | - | - | - | - | - |
| SEIX NYSE ARCA Virtus Trust II - Virtus |
-0.18% | 5.67% | 37.5% | - | - | - | - | - |
| FLRT NYSE ARCA Pacer Pacific Asset |
-0.35% | 5.48% | 40.1% | - | - | - | - | - |
| BKLN NYSE ARCA Invesco Senior Loan |
0.91% | 6.59% | 35.2% | - | - | - | - | - |
| SRLN NYSE ARCA SPDR Blackstone Senior Loan |
0.43% | 5.83% | 37.9% | - | - | - | - | - |
| LONZ NYSE ARCA PIMCO Trust |
0.32% | 5.72% | 24.4% | - | - | - | - | - |
| TFLR NYSE ARCA T. Rowe Price |
0.46% | 5.71% | 21.7% | - | - | - | - | - |
Performance Comparison: EVLN vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for EVLN
| Total Return (including Dividends) | EVLN | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 0.67% | -3.69% | 0.40% |
| 3 Months | -0.02% | 0.55% | -4.90% |
| 12 Months | 6.08% | 2.77% | 13.65% |
| 5 Years | 7.87% | -39.88% | 114.96% |
| Trend Score (consistency of price movement) | EVLN | TLT | S&P 500 |
| 1 Month | 82.1% | -5.7% | 74.8% |
| 3 Months | -76.8% | -7.3% | -84.7% |
| 12 Months | 90.7% | -20.1% | 53.5% |
| 5 Years | 95.0% | -89.4% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #4 | 4.53% | 0.28% |
| 3 Month | #7 | -0.57% | 5.13% |
| 12 Month | #7 | 3.22% | -6.66% |
| 5 Years | #15 | 9.88% | -6.64% |
FAQs
Does EVLN Morgan Stanley Trust outperforms the market?
Yes,
over the last 12 months EVLN made 6.08%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 2.77%.
Over the last 3 months EVLN made -0.02%, while TLT made 0.55%.
Over the last 3 months EVLN made -0.02%, while TLT made 0.55%.
Performance Comparison EVLN vs Indeces and Sectors
EVLN vs. Indices EVLN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.30% | 0.27% | 1.96% | -7.57% |
| US NASDAQ 100 | QQQ | -2.81% | -1.99% | 1.17% | -9.13% |
| US Dow Jones Industrial 30 | DIA | -2.37% | 2.75% | 2.49% | -3.73% |
| German DAX 40 | DAX | -3.08% | -2.36% | -18.2% | -22.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.14% | 0.90% | 5.93% | 0.73% |
| Hongkong Hang Seng | HSI | -2.98% | 0.61% | 1.58% | -4.46% |
| India NIFTY 50 | INDA | -1.38% | -3.89% | 2.06% | 3.59% |
| Brasil Bovespa | EWZ | -0.04% | -3.08% | -0.01% | 13.9% |
EVLN vs. Sectors EVLN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.61% | 0.08% | -4.32% | -18.1% |
| Consumer Discretionary | XLY | -1.31% | 1.59% | 0.57% | -8.92% |
| Consumer Staples | XLP | -0.26% | 0.66% | -0.73% | -4.54% |
| Energy | XLE | 1.13% | 13.6% | 9.05% | 14.6% |
| Financial | XLF | -2.99% | 1.47% | -6.31% | -18.8% |
| Health Care | XLV | 0.28% | 4.67% | 6.88% | 5.88% |
| Industrial | XLI | -3.69% | -0.48% | 0.71% | -5.94% |
| Materials | XLB | -2.17% | 3.06% | 10.4% | 8.40% |
| Real Estate | XLRE | -2.82% | 1.03% | 3.38% | -12.0% |
| Technology | XLK | -3.27% | -2.71% | 4.92% | -4.61% |
| Utilities | XLU | -1.34% | 0.25% | -2.84% | -15.0% |
| Aerospace & Defense | XAR | -3.76% | -7.01% | -12.6% | -22.8% |
| Biotech | XBI | -3.42% | -2.94% | 17.9% | 11.4% |
| Homebuilder | XHB | -3.25% | 2.27% | 17.7% | 11.5% |
| Retail | XRT | -2.44% | 1.86% | 8.48% | 7.13% |