MBSD Performance & Benchmarks - 3.7% in 12m
The Total Return for 3m is 1.3%, for 6m 3.4% and YTD 4.1%. Compare with Peer-Group: Intermediate Government
Performance Rating
-0.83%
#10 in Peer-Group
Rel. Strength
47.81%
#4012 in Stock-Universe
Total Return 12m
3.74%
#13 in Peer-Group
Total Return 5y
-0.09%
#11 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 20.67 USD |
| 52 Week Low | 19.66 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 80.09 |
| Buy/Sell Signal +-5 | 0.00 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: MBSD (3.7%) vs TLT (-4.2%)
5y Drawdown (Underwater) Chart
Top Performer in Intermediate Government
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| MBSD | 0.58% | 0.32% | 1.32% |
| VMBS | 0.97% | 0.70% | 1.70% |
| MGOV | 1.36% | 0.79% | 1.51% |
| MTBA | 0.70% | 0.52% | 1.74% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| MBSD | 3.36% | 3.74% | -0.09% |
| VMBS | 4.14% | 4.10% | -2.34% |
| MTBA | 3.80% | 3.96% | 10.3% |
| MGOV | 4.24% | 3.89% | 11.5% |
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 |
|---|---|---|---|---|---|---|---|---|
| XFIV NYSE ARCA Bondbloxx Trust |
0.47% | 4.19% | 10.9% | - | - | - | - | - |
| MTBA NYSE ARCA Simplify Exchange Traded |
0.52% | 3.96% | 10.3% | - | - | - | - | - |
| MGOV NYSE ARCA First Trust Exchange-Traded |
0.79% | 3.89% | 11.5% | - | - | - | - | - |
| IEI NASDAQ iShares 3-7 Year Treasury |
0.44% | 4.23% | -2.12% | - | - | - | - | - |
| JMBS NYSE ARCA Janus Henderson |
0.16% | 3.19% | 0.18% | - | - | - | - | - |
| VGIT NASDAQ Vanguard Intermediate-Term |
0.44% | 4.05% | -3.94% | - | - | - | - | - |
| SPTI NYSE ARCA SPDR Portfolio Intermediate |
0.45% | 4.11% | -3.96% | - | - | - | - | - |
| SCHR NYSE ARCA Schwab Intermediate-Term |
0.36% | 4% | -4.04% | - | - | - | - | - |
Performance Comparison: MBSD vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for MBSD
| Total Return (including Dividends) | MBSD | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 0.32% | -0.36% | 0.66% |
| 3 Months | 1.32% | -0.24% | 11.66% |
| 12 Months | 3.74% | -4.24% | 15.92% |
| 5 Years | -0.09% | -40.58% | 103.09% |
| Trend Stabilty (consistency of price movement) | MBSD | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 44.4% | 20.9% | 66.4% |
| 3 Months | 83.2% | 30.5% | 96.6% |
| 12 Months | 59.1% | -71.3% | 50% |
| 5 Years | -41.7% | -88.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 41 %th | 0.69% | -0.33% |
| 3 Month | 64 %th | 1.56% | -9.26% |
| 12 Month | 41 %th | 8.33% | -10.51% |
| 5 Years | 95 %th | 68.13% | -50.80% |
FAQs
Does FlexShares Disciplined (MBSD) outperform the market?
Yes,
over the last 12 months MBSD made 3.74%, while its related Sector, the iShares 20+ Year Treasury (TLT) made -4.24%.
Over the last 3 months MBSD made 1.32%, while TLT made -0.24%.
Performance Comparison MBSD vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
MBSD vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 3% | -0.3% | -1.3% | -12% |
| US NASDAQ 100 | QQQ | 2.8% | -0.9% | -3.8% | -17% |
| German DAX 40 | DAX | 3.8% | 1.4% | -5.5% | -25% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.2% | -2.4% | -5.6% | -18% |
| Hongkong Hang Seng | HSI | 2.8% | -1.8% | -24% | -35% |
| India NIFTY 50 | INDA | 2.6% | 5.9% | -0.2% | 10% |
| Brasil Bovespa | EWZ | 1.7% | 7.8% | -3.6% | -0% |
MBSD vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2% | 1.8% | -0.6% | -21% |
| Consumer Discretionary | XLY | 4.5% | 1.3% | 8.6% | -15% |
| Consumer Staples | XLP | 2.2% | 2.5% | 1% | -1% |
| Energy | XLE | 2.3% | 0.2% | 4.8% | 6% |
| Financial | XLF | 4.4% | 2.7% | 2.4% | -17% |
| Health Care | XLV | 4.5% | 4.4% | 13.7% | 16% |
| Industrial | XLI | 4% | -0.9% | -6.6% | -17% |
| Materials | XLB | 6.7% | 4.1% | 4.8% | 7% |
| Real Estate | XLRE | 4.1% | 1.3% | 2% | 2% |
| Technology | XLK | 2.5% | -2.1% | -9.9% | -19% |
| Utilities | XLU | -0.9% | -4.4% | -7.8% | -15% |
| Aerospace & Defense | XAR | 3.4% | -3.8% | -19.4% | -42% |
| Biotech | XBI | 2.5% | -3.1% | 9.4% | 17% |
| Homebuilder | XHB | 3.1% | -0.9% | 4.6% | 12% |
| Retail | XRT | 5.4% | 2.3% | 4.1% | 1% |
MBSD vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -2.9% | -4.45% | 3.82% | 2% |
| Natural Gas | UNG | 2.1% | 10.2% | 26.2% | -0% |
| Gold | GLD | 0% | -0.2% | -15.6% | -33% |
| Silver | SLV | 3.7% | -2.3% | -13.8% | -25% |
| Copper | CPER | 23.7% | 13% | 1.9% | -4% |
MBSD vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -1% | 0.7% | 2% | 8% |
| iShares High Yield Corp. Bond | HYG | 1.2% | 0.6% | -0% | -4% |