(EVLN) Morgan Stanley Trust - Performance 7.1% in 12m
EVLN performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
49.07%
#13 in Peer-Group
Rel. Strength
52.21%
#3630 in Stock-Universe
Total Return 12m
7.08%
#5 in Peer-Group
Total Return 5y
9.75%
#13 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 49.97 USD |
| 52 Week Low | 46.63 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 54.26 |
| Buy/Sell Signal +-5 | -0.14 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: EVLN (7.1%) vs TLT (-3.8%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
|---|---|---|---|---|---|---|---|---|
| FLBL BATS Franklin Liberty Senior |
0.25% | 6.38% | 34.9% | - | - | - | - | - |
| SEIX NYSE ARCA Virtus Trust II - Virtus |
0.52% | 5.93% | 33.2% | - | - | - | - | - |
| FTSL NASDAQ First Trust Senior Loan |
0.56% | 7.45% | 32.4% | - | - | - | - | - |
| FLRT NYSE ARCA Pacer Pacific Asset |
0.55% | 6.71% | 35% | - | - | - | - | - |
| BKLN NYSE ARCA Invesco Senior Loan |
0.38% | 7.16% | 29.8% | - | - | - | - | - |
| SRLN NYSE ARCA SPDR Blackstone Senior Loan |
0.41% | 7.02% | 31.1% | - | - | - | - | - |
| LONZ NYSE ARCA PIMCO Trust |
0.4% | 6.52% | 26.4% | - | - | - | - | - |
| TFLR NYSE ARCA T. Rowe Price |
0.49% | 6.12% | 23.6% | - | - | - | - | - |
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 | 0.58% | 0.90% | 0.45% |
| 3 Months | 2.20% | -3.49% | 5.67% |
| 12 Months | 7.08% | -3.82% | 10.61% |
| 5 Years | 9.75% | -38.83% | 107.31% |
| Trend Score (consistency of price movement) | EVLN | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 92.7% | 66.6% | 79.9% |
| 3 Months | 84% | -73.2% | 74.7% |
| 12 Months | 90.6% | -63.4% | 43.2% |
| 5 Years | 96.2% | -88.9% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #6 | -0.31% | 0.13% |
| 3 Month | #4 | 5.90% | -3.28% |
| 12 Month | #6 | 11.33% | -3.19% |
| 5 Years | #15 | 12.96% | -9.90% |
FAQs
Does Morgan Stanley Trust (EVLN) outperform the market?
Yes,
over the last 12 months EVLN made 7.08%, while its related Sector, the iShares 20+ Year Treasury (TLT) made -3.82%.
Over the last 3 months EVLN made 2.20%, while TLT made -3.49%.
Performance Comparison EVLN vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
EVLN vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1% | 0.1% | 3% | -4% |
| US NASDAQ 100 | QQQ | 1% | -0.8% | 3.4% | -3% |
| German DAX 40 | DAX | 2.5% | 2.7% | -12.7% | -22% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.1% | 0.9% | 2.8% | -4% |
| Hongkong Hang Seng | HSI | 0.4% | -4.2% | -15.9% | -21% |
| India NIFTY 50 | INDA | 2.7% | 2.3% | 3.8% | 9% |
| Brasil Bovespa | EWZ | -3.2% | -1% | -16.8% | -4% |
EVLN vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.3% | -0.9% | -0.9% | -17% |
| Consumer Discretionary | XLY | 2.9% | 3.7% | 14.2% | -10% |
| Consumer Staples | XLP | 1.6% | 2.7% | 2.4% | 1% |
| Energy | XLE | -4.2% | -4.5% | -1.6% | 3% |
| Financial | XLF | 1.7% | 3.3% | -0.7% | -17% |
| Health Care | XLV | 1.7% | 1.3% | 5.8% | 14% |
| Industrial | XLI | 1.2% | 1.8% | -3% | -11% |
| Materials | XLB | 2% | 0.6% | 2.3% | 8% |
| Real Estate | XLRE | 1.2% | 1.4% | 2.3% | -6% |
| Technology | XLK | -0.1% | -2.3% | 1.6% | 2% |
| Utilities | XLU | 0.7% | 3.2% | -3.9% | -13% |
| Aerospace & Defense | XAR | -0.3% | -4.3% | -14.6% | -36% |
| Biotech | XBI | 3.8% | -2.4% | 15.7% | 16% |
| Homebuilder | XHB | 5.1% | 7.2% | 18.9% | 18% |
| Retail | XRT | 3.6% | 0.6% | 9.6% | 5% |
EVLN vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -14.9% | -19.6% | -9.80% | 1% |
| Natural Gas | UNG | -9.4% | -11.8% | -19.1% | 15% |
| Gold | GLD | -1.6% | -4.1% | -25.4% | -38% |
| Silver | SLV | -1.5% | -14.1% | -18.8% | -18% |
| Copper | CPER | 2.5% | -2.4% | -13.2% | -2% |
EVLN vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -0.6% | -0.3% | 5% | 11% |
| iShares High Yield Corp. Bond | HYG | 0.2% | 0% | -0.5% | -2% |