PAPI Performance & Benchmarks - -1.1% in 12m
The Total Return for 3m is 0.9%, for 6m -2.5% and YTD -0.4%. Compare with Peer-Group: Derivative Income
Performance Rating
27.14%
#76 in Peer-Group
Rel. Strength
40.91%
#4543 in Stock-Universe
Total Return 12m
-1.08%
#96 in Peer-Group
Total Return 5y
14.30%
#69 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 26.77 USD |
| 52 Week Low | 22.95 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 6.09 |
| Buy/Sell Signal +-5 | 0.13 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: PAPI (-1.1%) vs SPY (15.9%)
5y Drawdown (Underwater) Chart
Top Performer in Derivative Income
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| PAPI | -3.08% | -2.89% | 0.89% |
| AMDY | 1.64% | 18.2% | 53.1% |
| NVDY | -0.12% | 10.1% | 42.9% |
| TSMY | -2.75% | 3.20% | 29.8% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| PAPI | -2.5% | -1.08% | 14.3% |
| NVDY | 36.7% | 38.1% | 254% |
| AMDY | 30.4% | 20.9% | 29.6% |
| SNOY | 13.2% | 58.7% | 53.7% |
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 |
|---|---|---|---|---|---|---|---|---|
| DIVO NYSE ARCA Amplify CWP Enhanced |
-0.37% | 13.7% | 85.1% | - | - | - | - | - |
| SIXH NYSE ARCA ETC 6 Meridian Hedged |
-0.05% | 8.15% | 64.9% | - | - | - | - | - |
| FTHI NASDAQ First Trust BuyWrite Income |
1.06% | 11.1% | 66.4% | - | - | - | - | - |
| XYLG NYSE ARCA Global X SP500 Covered |
0.54% | 12.8% | 72.8% | - | - | - | - | - |
| JEPI NYSE ARCA JPMorgan Equity Premium |
-2.06% | 5.39% | 60.9% | - | - | - | - | - |
| BUYW BATS Main Buywrite |
0.57% | 9.13% | 31.7% | - | - | - | - | - |
| PUTW NYSE ARCA WisdomTree CBOE SP500 |
0.84% | 6.32% | 65.7% | - | - | - | - | - |
| HYGW BATS iShares Trust - iShares |
0.49% | 4.76% | 17.7% | - | - | - | - | - |
Performance Comparison: PAPI vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for PAPI
| Total Return (including Dividends) | PAPI | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -2.89% | 0.66% | 0.66% |
| 3 Months | 0.89% | 11.66% | 11.66% |
| 12 Months | -1.08% | 15.92% | 15.92% |
| 5 Years | 14.30% | 103.09% | 103.09% |
| Trend Stabilty (consistency of price movement) | PAPI | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -31.4% | 66.4% | 66.4% |
| 3 Months | 75.6% | 96.6% | 96.6% |
| 12 Months | -8.7% | 50% | 50% |
| 5 Years | 77.2% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 11 %th | -3.52% | -3.52% |
| 3 Month | 12 %th | -9.64% | -9.64% |
| 12 Month | 8 %th | -14.67% | -14.67% |
| 5 Years | 25 %th | -23.37% | -23.37% |
FAQs
Does Morgan Stanley Trust (PAPI) outperform the market?
No,
over the last 12 months PAPI made -1.08%, while its related Sector, the SPDR SP500 Trust (SPY) made 15.92%.
Over the last 3 months PAPI made 0.89%, while SPY made 11.66%.
Performance Comparison PAPI vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
PAPI vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.7% | -3.6% | -7.1% | -17% |
| US NASDAQ 100 | QQQ | -0.9% | -4.2% | -9.7% | -22% |
| German DAX 40 | DAX | 0.2% | -1.8% | -11.4% | -30% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.5% | -5.6% | -11.4% | -23% |
| Hongkong Hang Seng | HSI | -0.9% | -5% | -29.9% | -40% |
| India NIFTY 50 | INDA | -1.1% | 2.7% | -6.1% | 5% |
| Brasil Bovespa | EWZ | -2% | 4.5% | -9.5% | -5% |
PAPI vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.7% | -1.4% | -6.5% | -26% |
| Consumer Discretionary | XLY | 0.8% | -1.9% | 2.7% | -20% |
| Consumer Staples | XLP | -1.4% | -0.7% | -4.8% | -6% |
| Energy | XLE | -1.4% | -3% | -1.1% | 1% |
| Financial | XLF | 0.7% | -0.5% | -3.5% | -22% |
| Health Care | XLV | 0.8% | 1.2% | 7.8% | 11% |
| Industrial | XLI | 0.3% | -4.1% | -12.5% | -22% |
| Materials | XLB | 3% | 0.8% | -1% | 3% |
| Real Estate | XLRE | 0.4% | -1.9% | -3.9% | -3% |
| Technology | XLK | -1.2% | -5.3% | -15.8% | -24% |
| Utilities | XLU | -4.6% | -7.6% | -13.6% | -20% |
| Aerospace & Defense | XAR | -0.3% | -7% | -25.3% | -47% |
| Biotech | XBI | -1.2% | -6.3% | 3.5% | 12% |
| Homebuilder | XHB | -0.6% | -4.1% | -1.2% | 7% |
| Retail | XRT | 1.7% | -1% | -1.8% | -4% |
PAPI vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -6.6% | -7.66% | -2.04% | -3% |
| Natural Gas | UNG | -1.6% | 7% | 20.3% | -5% |
| Gold | GLD | -3.6% | -3.4% | -21.4% | -38% |
| Silver | SLV | 0% | -5.5% | -19.7% | -30% |
| Copper | CPER | 20% | 9.8% | -4% | -9% |
PAPI vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -4.7% | -2.5% | -3.9% | 3% |
| iShares High Yield Corp. Bond | HYG | -2.5% | -2.7% | -5.9% | -9% |