(PHEQ) Morgan Stanley Trust - Performance 9.6% in 12m
PHEQ performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
52.54%
#12 in Peer-Group
Rel. Strength
56.90%
#3279 in Stock-Universe
Total Return 12m
9.56%
#7 in Peer-Group
Total Return 5y
25.85%
#17 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 30.44 USD |
| 52 Week Low | 26.62 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 51.63 |
| Buy/Sell Signal +-5 | -0.69 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: PHEQ (9.6%) vs SPY (10.3%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
|---|---|---|---|---|---|---|---|---|
| NUSI NYSE ARCA NEOS Trust |
1.45% | 114% | 172% | - | - | - | - | - |
| NUSI NASDAQ NEOS Trust |
1.45% | 114% | 172% | - | - | - | - | - |
| ACIO BATS Aptus Collared Income |
0.12% | 7.94% | 67.3% | - | - | - | - | - |
| HEGD BATS Swan Hedged Equity US Large |
0.17% | 7.79% | 41.4% | - | - | - | - | - |
| MRSK NYSE ARCA Northern Lights Fund Trust |
0.23% | 2.97% | 53% | - | - | - | - | - |
| CAOS BATS EA Series Trust - Alpha |
0.6% | 4.89% | 15.6% | - | - | - | - | - |
| HEQT NYSE ARCA Simplify Exchange Traded |
1.15% | 8.77% | 31.7% | - | - | - | - | - |
| HELO NYSE ARCA J.P. Morgan Exchange-Traded |
0.34% | 6.52% | 25.2% | - | - | - | - | - |
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 | 0.98% | 0.44% | 0.44% |
| 3 Months | 5.10% | 6.81% | 6.81% |
| 12 Months | 9.56% | 10.31% | 10.31% |
| 5 Years | 25.85% | 105.96% | 105.96% |
| Trend Score (consistency of price movement) | PHEQ | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 84.3% | 83% | 83% |
| 3 Months | 76.2% | 77.5% | 77.5% |
| 12 Months | 61.1% | 43.1% | 43.1% |
| 5 Years | 90.9% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #9 | 0.54% | 0.54% |
| 3 Month | #11 | -1.61% | -1.61% |
| 12 Month | #6 | -0.68% | -0.68% |
| 5 Years | #17 | -11.94% | -11.94% |
FAQs
Does Morgan Stanley Trust (PHEQ) outperform the market?
No,
over the last 12 months PHEQ made 9.56%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.31%.
Over the last 3 months PHEQ made 5.10%, while SPY made 6.81%.
Performance Comparison PHEQ vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
PHEQ vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.3% | 0.5% | 0% | -1% |
| US NASDAQ 100 | QQQ | 0.3% | -0.4% | -0.2% | -0% |
| German DAX 40 | DAX | 2.3% | 3.6% | -12.1% | -18% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.2% | 1.3% | 1.7% | -2% |
| Hongkong Hang Seng | HSI | 1.3% | -2.9% | -17.1% | -17% |
| India NIFTY 50 | INDA | 2.4% | 2.8% | 2.2% | 12% |
| Brasil Bovespa | EWZ | -1.7% | -0.5% | -25.1% | -1% |
PHEQ vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.6% | -0.6% | -3.9% | -15% |
| Consumer Discretionary | XLY | 1.6% | 4.1% | 10.1% | -8% |
| Consumer Staples | XLP | 0.9% | 3.3% | 1% | 3% |
| Energy | XLE | -2.4% | -3.4% | -3.9% | 7% |
| Financial | XLF | 1.2% | 3.7% | -3.7% | -14% |
| Health Care | XLV | 1.5% | 1.8% | 4.7% | 17% |
| Industrial | XLI | 1.1% | 2.4% | -5.7% | -8% |
| Materials | XLB | 0.8% | 1.3% | -0.3% | 11% |
| Real Estate | XLRE | 0% | 1.6% | -1.8% | -3% |
| Technology | XLK | -0.9% | -2% | -1.8% | 4% |
| Utilities | XLU | 0.1% | 3.4% | -6.7% | -10% |
| Aerospace & Defense | XAR | 0.7% | -3.3% | -19.1% | -31% |
| Biotech | XBI | 1.7% | -2.7% | 10.7% | 17% |
| Homebuilder | XHB | 3% | 7.5% | 15% | 20% |
| Retail | XRT | 1.8% | 0.9% | 6.7% | 8% |
PHEQ vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -10.3% | -19.1% | -10.2% | 5% |
| Natural Gas | UNG | -13.7% | -14.6% | -21.8% | 19% |
| Gold | GLD | -1% | -3.1% | -27.1% | -34% |
| Silver | SLV | -1.3% | -12.1% | -21.3% | -14% |
| Copper | CPER | -1.5% | -3.4% | -15.8% | -0% |
PHEQ vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -1% | -0.1% | 3.7% | 14% |
| iShares High Yield Corp. Bond | HYG | -0.4% | 0.3% | -1.7% | 0% |