(MBSF) Valued Advisers Trust - Performance 4.1% in 12m
MBSF performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
50.80%
#7 in Peer-Group
Rel. Strength
46.13%
#4156 in Stock-Universe
Total Return 12m
4.13%
#17 in Peer-Group
Total Return 5y
8.09%
#10 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 25.52 USD |
| 52 Week Low | 24.31 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 11.61 |
| Buy/Sell Signal +-5 | -0.20 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: MBSF (4.1%) vs TLT (-4.9%)
5y Drawdown (Underwater) Chart
Top Performer in Short Government
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 |
|---|---|---|---|---|---|---|---|---|
| XONE NYSE ARCA Bondbloxx Bloomberg One |
0.35% | 4.68% | 12.9% | - | - | - | - | - |
| XTWO NYSE ARCA Bondbloxx Trust |
0.42% | 4.9% | 11.6% | - | - | - | - | - |
| UTWO NASDAQ Rbb Fund - US Treasury 2 |
0.38% | 4.56% | 9.1% | - | - | - | - | - |
| XTRE NYSE ARCA Bondbloxx Trust |
0.43% | 5.04% | 11.3% | - | - | - | - | - |
| MBSF NYSE ARCA Valued Advisers Trust |
- | 4.13% | 8.09% | - | - | - | - | - |
| FTSD NYSE ARCA Franklin Liberty Short |
0.46% | 5.2% | 9.4% | - | - | - | - | - |
| LMBS NASDAQ First Trust Low Duration |
0.6% | 5.45% | 11.3% | - | - | - | - | - |
| VGSH NASDAQ Vanguard Short-Term |
0.42% | 4.9% | 6.58% | - | - | - | - | - |
Performance Comparison: MBSF vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for MBSF
| Total Return (including Dividends) | MBSF | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 0.00% | -1.26% | 5.36% |
| 3 Months | 0.95% | 0.22% | 22.49% |
| 12 Months | 4.13% | -4.91% | 14.97% |
| 5 Years | 8.09% | -41.31% | 107.82% |
| Trend Stabilty (consistency of price movement) | MBSF | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | -25% | -64.3% | 92.2% |
| 3 Months | 86.3% | -7.8% | 97.6% |
| 12 Months | 98.8% | -70.4% | 48.2% |
| 5 Years | 99.5% | -88.3% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th0.00 | 1.28% | -5.08% |
| 3 Month | %th75.00 | 0.73% | -17.58% |
| 12 Month | %th15.00 | 9.50% | -9.43% |
| 5 Years | %th25.00 | 11.86% | -14.42% |
FAQs
Does Valued Advisers Trust (MBSF) outperform the market?
Yes,
over the last 12 months MBSF made 4.13%, while its related Sector, the iShares 20+ Year Treasury (TLT) made -4.91%.
Over the last 3 months MBSF made 0.95%, while TLT made 0.22%.
Performance Comparison MBSF vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
MBSF vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.7% | -5.4% | -2.7% | -11% |
| US NASDAQ 100 | QQQ | -1.3% | -6.2% | -5.3% | -14% |
| German DAX 40 | DAX | -0.1% | -4.1% | -13% | -28% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.5% | -6.7% | -7.2% | -15% |
| Hongkong Hang Seng | HSI | -1.1% | -5.7% | -23.7% | -33% |
| India NIFTY 50 | INDA | 0.7% | -1.3% | -5.3% | 8% |
| Brasil Bovespa | EWZ | 2.5% | 4.4% | -12.8% | 2% |
MBSF vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.2% | -2.9% | -6.7% | -21% |
| Consumer Discretionary | XLY | -0.4% | -5.8% | 5.3% | -14% |
| Consumer Staples | XLP | -0.1% | -1.3% | -3.5% | -2% |
| Energy | XLE | 3.5% | 1.6% | 8.5% | 9% |
| Financial | XLF | -0.8% | -5% | -2.5% | -19% |
| Health Care | XLV | 2.5% | 0.6% | 8.7% | 13% |
| Industrial | XLI | -0.9% | -6.8% | -6.4% | -18% |
| Materials | XLB | 1.4% | -4.2% | 0.1% | 3% |
| Real Estate | XLRE | -0.7% | -0.9% | 0.4% | -2% |
| Technology | XLK | -2% | -8.2% | -8.9% | -13% |
| Utilities | XLU | -1.6% | -4.7% | -4.1% | -19% |
| Aerospace & Defense | XAR | -4.9% | -13.2% | -21.3% | -50% |
| Biotech | XBI | 0.8% | -4.4% | 6.6% | 16% |
| Homebuilder | XHB | 3.2% | -8.9% | 10.6% | 13% |
| Retail | XRT | 0.7% | -4.7% | 1.7% | -1% |
MBSF vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 1.7% | 7.71% | 8.36% | 9% |
| Natural Gas | UNG | -6.3% | 12.3% | 12.6% | -8% |
| Gold | GLD | 0.2% | 0.6% | -19.9% | -32% |
| Silver | SLV | 1.2% | -4% | -21.5% | -23% |
| Copper | CPER | -0.5% | -14.2% | -25.3% | -27% |
MBSF vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0.6% | 1.3% | 3% | 9% |
| iShares High Yield Corp. Bond | HYG | -0.3% | -1.4% | -1.7% | -5% |