(EVSB) Morgan Stanley Trust - Performance 5.8% in 12m
Compare EVSB with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
32.48%
#59 in Group
Rel. Strength
50.44%
#3944 in Universe
Total Return 12m
5.79%
#12 in Group
Total Return 5y
9.85%
#55 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: EVSB (5.8%) vs TLT (1.1%)
5y Drawdown (Underwater) Chart
Top Performers in Ultrashort Bond
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 |
|---|---|---|---|---|---|---|---|---|
| VRIG NASDAQ Invesco Variable Rate |
0.92% | 5.29% | 24.9% | - | - | - | - | - |
| FLRN NYSE ARCA SPDR Bloomberg Investment |
1.06% | 5.19% | 19.2% | - | - | - | - | - |
| FLOT BATS iShares Floating Rate Bond |
1.27% | 5.21% | 19.2% | - | - | - | - | - |
| LQDH NYSE ARCA iShares Interest Rate |
1.93% | 3.6% | 36% | - | - | - | - | - |
| FLTR NYSE ARCA VanEck Investment Grade |
1.43% | 5.36% | 22.4% | - | - | - | - | - |
| JPST NYSE ARCA JPMorgan Ultra-Short Income |
0.46% | 5.41% | 16.3% | - | - | - | - | - |
| ICSH BATS iShares Ultra Short-Term |
0.35% | 5.41% | 15.6% | - | - | - | - | - |
| TBLL NYSE ARCA Invesco Short Term Treasury |
0.26% | 4.86% | 13.2% | - | - | - | - | - |
Performance Comparison: EVSB vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for EVSB
| Total Return (including Dividends) | EVSB | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 0.38% | -2.44% | 10.79% |
| 3 Months | 1.11% | -1.56% | -7.56% |
| 12 Months | 5.79% | 1.11% | 9.55% |
| 5 Years | 9.85% | -38.85% | 105.51% |
| Trend Score (consistency of price movement) | EVSB | TLT | S&P 500 |
| 1 Month | 90.0% | 18.6% | 84% |
| 3 Months | 95.6% | -19.4% | -81.1% |
| 12 Months | 99.9% | -23.7% | 51.8% |
| 5 Years | 100% | -89.3% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #39 | 2.90% | -9.39% |
| 3 Month | #36 | 2.72% | 9.38% |
| 12 Month | #15 | 4.63% | -3.43% |
| 5 Years | #63 | -2.56% | -17.8% |
FAQs
Does EVSB Morgan Stanley Trust outperforms the market?
Yes,
over the last 12 months EVSB made 5.79%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 1.11%.
Over the last 3 months EVSB made 1.11%, while TLT made -1.56%.
Over the last 3 months EVSB made 1.11%, while TLT made -1.56%.
Performance Comparison EVSB vs Indeces and Sectors
EVSB vs. Indices EVSB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.75% | -10.4% | 7.31% | -3.76% |
| US NASDAQ 100 | QQQ | -1.18% | -13.2% | 6.95% | -4.23% |
| US Dow Jones Industrial 30 | DIA | -0.69% | -7.23% | 8.36% | -1.01% |
| German DAX 40 | DAX | -3.58% | -16.9% | -19.5% | -21.5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.14% | -12.5% | 7.18% | -0.22% |
| Hongkong Hang Seng | HSI | -6.06% | -15.8% | -1.02% | -5.90% |
| India NIFTY 50 | INDA | -0.20% | -8.88% | 4.40% | 2.55% |
| Brasil Bovespa | EWZ | 2.80% | -10.7% | 4.19% | 16.8% |
EVSB vs. Sectors EVSB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.27% | -11.4% | -0.45% | -15.7% |
| Consumer Discretionary | XLY | 0.82% | -8.99% | 7.69% | -5.05% |
| Consumer Staples | XLP | -0.08% | -4.52% | -1.11% | -4.15% |
| Energy | XLE | 2.73% | -2.52% | 15.0% | 16.7% |
| Financial | XLF | -0.95% | -11.1% | 2.46% | -15.8% |
| Health Care | XLV | 3.61% | 0.48% | 11.0% | 9.26% |
| Industrial | XLI | -2.39% | -13.3% | 7.32% | -3.44% |
| Materials | XLB | -0.22% | -8.83% | 13.5% | 11.1% |
| Real Estate | XLRE | -1.11% | -9.01% | 3.24% | -10.4% |
| Technology | XLK | -2.13% | -16.1% | 10.6% | 0.80% |
| Utilities | XLU | -1.48% | -9.34% | -2.97% | -14.9% |
| Aerospace & Defense | XAR | -2.07% | -19.8% | -5.46% | -18.9% |
| Biotech | XBI | 5.81% | -5.35% | 27.1% | 20.5% |
| Homebuilder | XHB | -1.05% | -5.12% | 21.3% | 16.3% |
| Retail | XRT | -0.84% | -7.51% | 13.3% | 10.5% |