(PHEQ) Morgan Stanley Trust - Performance 7.7% in 12m
Compare PHEQ with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
49.15%
#15 in Group
Rel. Strength
54.15%
#3660 in Universe
Total Return 12m
7.69%
#19 in Group
Total Return 5y
19.40%
#19 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: PHEQ (7.7%) vs SPY (13%)
5y Drawdown (Underwater) Chart
Top Performers in Equity Hedged
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 |
|---|---|---|---|---|---|---|---|---|
| HTUS NYSE ARCA Capitol Series Trust |
0.73% | 13% | 142% | - | - | - | - | - |
| NUSI NYSE ARCA NEOS Trust |
0.27% | 130% | 174% | - | - | - | - | - |
| NUSI NASDAQ NEOS Trust |
0.27% | 130% | 174% | - | - | - | - | - |
| ACIO BATS Aptus Collared Income |
-0.21% | 11.6% | 70.3% | - | - | - | - | - |
| MRSK NYSE ARCA Northern Lights Fund Trust |
1.77% | 8.85% | 51% | - | - | - | - | - |
| HEGD BATS Swan Hedged Equity US Large |
0.84% | 11.3% | 36.8% | - | - | - | - | - |
| HEQT NYSE ARCA Simplify Exchange Traded |
0.42% | 11.9% | 26.9% | - | - | - | - | - |
| CAOS BATS EA Series Trust - Alpha |
0.61% | 6.35% | 15.1% | - | - | - | - | - |
Performance Comparison: PHEQ vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for PHEQ
| Total Return (including Dividends) | PHEQ | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -0.70% | -0.45% | -0.45% |
| 3 Months | -4.88% | -6.29% | -6.29% |
| 12 Months | 7.69% | 13.04% | 13.04% |
| 5 Years | 19.40% | 111.82% | 111.82% |
| Trend Score (consistency of price movement) | PHEQ | SPY | S&P 500 |
| 1 Month | 48.2% | 47.5% | 47.5% |
| 3 Months | -87.9% | -87.3% | -87.3% |
| 12 Months | 67.7% | 54.3% | 54.3% |
| 5 Years | 90.7% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #16 | -0.26% | -0.26% |
| 3 Month | #22 | 1.51% | 1.51% |
| 12 Month | #22 | -4.73% | -4.73% |
| 5 Years | #17 | -10.6% | -10.6% |
FAQs
Does PHEQ Morgan Stanley Trust outperforms the market?
No,
over the last 12 months PHEQ made 7.69%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.04%.
Over the last 3 months PHEQ made -4.88%, while SPY made -6.29%.
Over the last 3 months PHEQ made -4.88%, while SPY made -6.29%.
Performance Comparison PHEQ vs Indeces and Sectors
PHEQ vs. Indices PHEQ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.0% | -0.25% | 1.36% | -5.35% |
| US NASDAQ 100 | QQQ | -1.92% | -2.60% | 0.65% | -7.28% |
| US Dow Jones Industrial 30 | DIA | -0.46% | 2.15% | 2.12% | -1.58% |
| German DAX 40 | DAX | -0.64% | -0.48% | -16.7% | -17.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.65% | 2.51% | 5.06% | 2.72% |
| Hongkong Hang Seng | HSI | -0.60% | 0.82% | 0.83% | -5.24% |
| India NIFTY 50 | INDA | 1.52% | -5.58% | 1.48% | 4.79% |
| Brasil Bovespa | EWZ | 0.63% | -3.53% | -4.34% | 14.4% |
PHEQ vs. Sectors PHEQ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.15% | -0.10% | -4.62% | -15.8% |
| Consumer Discretionary | XLY | -1.03% | -0.11% | 0.19% | -6.98% |
| Consumer Staples | XLP | 1.06% | 0.12% | -2.74% | -3.25% |
| Energy | XLE | 3.26% | 13.3% | 6.50% | 17.0% |
| Financial | XLF | 0.11% | 1.31% | -5.57% | -15.0% |
| Health Care | XLV | 1.70% | 3.97% | 6.52% | 8.92% |
| Industrial | XLI | -1.32% | -1.0% | 0.32% | -3.00% |
| Materials | XLB | 0.81% | 2.52% | 9.20% | 12.1% |
| Real Estate | XLRE | -0.89% | 0.40% | 1.20% | -10.7% |
| Technology | XLK | -2.56% | -3.13% | 4.31% | -2.75% |
| Utilities | XLU | 0.28% | -0.80% | -3.06% | -13.1% |
| Aerospace & Defense | XAR | -2.03% | -7.68% | -12.5% | -19.8% |
| Biotech | XBI | -0.84% | -6.25% | 16.7% | 13.1% |
| Homebuilder | XHB | 0.27% | 1.38% | 16.3% | 13.9% |
| Retail | XRT | 0.24% | 0.46% | 7.32% | 9.20% |