(MSIF) MSC Income Fund - Performance 8.8% in 12m
MSIF performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
31.38%
#85 in Peer-Group
Rel. Strength
69.46%
#2356 in Stock-Universe
Total Return 12m
8.81%
#90 in Peer-Group
Total Return 5y
359.81%
#3 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 12.1 |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 17.58 USD |
| 52 Week Low | 3.04 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 39.08 |
| Buy/Sell Signal +-5 | 0.17 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: MSIF (8.8%) vs XLF (23.8%)
5y Drawdown (Underwater) Chart
Top Performer in Asset Management & Custody Banks
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| MSIF | 0.49% | -2.65% | 10.8% |
| ALCBI | 2.60% | -50.6% | 730% |
| BTCS | 62.2% | 191% | 313% |
| IREN | 3.82% | 71.4% | 226% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| MSIF | 8.81% | 8.81% | 360% |
| ALCBI | 280% | 180% | 147% |
| BTCS | 92.7% | 286% | 304% |
| IREN | 66.0% | 54.9% | -26.6% |
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 |
|---|---|---|---|---|---|---|---|---|
| TSLX NYSE Sixth Street Specialty |
7.08% | 26.8% | 169% | 12.9 | 11.8 | 1.27 | -27.1% | -3.62% |
| AGF-B TO AGF Management |
1.56% | 61% | 225% | 8.13 | 7.1 | 1.25 | 79.0% | 18.1% |
| PNNT NYSE PennantPark Investment |
8.73% | 15.7% | 327% | 9.97 | 10.6 | 0.28 | -21.9% | -23.3% |
| FHI NYSE Federated Investors |
11.4% | 39.5% | 170% | 12.7 | 11 | 0.99 | 26.8% | 22.9% |
| OFS NASDAQ OFS Capital |
-1.17% | 13.7% | 270% | 3.82 | 9.2 | 1.67 | -33.2% | -23.5% |
| BK NYSE The Bank of New York Mellon |
7.88% | 59.1% | 220% | 15.1 | 14.2 | 1.27 | 32.5% | 10.4% |
| ARES NYSE Ares Management |
10.5% | 24.6% | 423% | 104 | 36.4 | 0.63 | 22.1% | -6.74% |
| GBDC NASDAQ Golub Capital BDC |
5.68% | 10.4% | 112% | 14.2 | 10.7 | 1.51 | 1.60% | -11.5% |
Performance Comparison: MSIF vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for MSIF
| Total Return (including Dividends) | MSIF | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -2.65% | 4.69% | 5.60% |
| 3 Months | 10.80% | 15.49% | 22.49% |
| 12 Months | 8.81% | 23.76% | 14.56% |
| 5 Years | 359.81% | 141.25% | 107.82% |
| Trend Stabilty (consistency of price movement) | MSIF | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -12.7% | 55.7% | 92.2% |
| 3 Months | 69.7% | 85.1% | 97.6% |
| 12 Months | 36.8% | 78.1% | 48.2% |
| 5 Years | 36.8% | 75.2% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 7 %th | -7.01% | -7.82% |
| 3 Month | 54 %th | -4.06% | -9.54% |
| 12 Month | 87 %th | 5.46% | 3.72% |
| 5 Years | 100 %th | 197.08% | 220.32% |
FAQs
Does MSC Income Fund (MSIF) outperform the market?
No,
over the last 12 months MSIF made 8.81%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 23.76%.
Over the last 3 months MSIF made 10.80%, while XLF made 15.49%.
Performance Comparison MSIF vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
MSIF vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0% | -8.3% | 4.1% | -6% |
| US NASDAQ 100 | QQQ | -0.4% | -9.3% | 1.6% | -8% |
| German DAX 40 | DAX | -0.1% | -6.6% | -6.2% | -22% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.5% | -9.5% | -0.3% | -11% |
| Hongkong Hang Seng | HSI | -0.5% | -9.5% | -16.9% | -27% |
| India NIFTY 50 | INDA | 1.3% | -3.8% | 1.6% | 12% |
| Brasil Bovespa | EWZ | 2.2% | 0.3% | -5.9% | 8% |
MSIF vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.3% | -6.2% | 0.2% | -17% |
| Consumer Discretionary | XLY | 0.5% | -8.3% | 12.1% | -9% |
| Consumer Staples | XLP | 0.5% | -3.2% | 3.3% | 3% |
| Energy | XLE | 3% | -0% | 15.4% | 12% |
| Financial | XLF | 0.5% | -7.3% | 4.3% | -15% |
| Health Care | XLV | 2.9% | -2.6% | 15.5% | 19% |
| Industrial | XLI | 0.2% | -9.4% | 0.4% | -13% |
| Materials | XLB | 1.4% | -7.6% | 7% | 7% |
| Real Estate | XLRE | 0.5% | -3.6% | 7.2% | 3% |
| Technology | XLK | -1.6% | -11.3% | -2.1% | -7% |
| Utilities | XLU | -0.7% | -7.1% | 2.7% | -13% |
| Aerospace & Defense | XAR | -2.4% | -14.7% | -14.4% | -45% |
| Biotech | XBI | 2.8% | -7.4% | 13.5% | 22% |
| Homebuilder | XHB | 3% | -9.8% | 17.4% | 19% |
| Retail | XRT | 1.9% | -6.4% | 8.5% | 3% |
MSIF vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 0.1% | 6.0% | 15.2% | 11% |
| Natural Gas | UNG | -3.2% | 7.6% | 19.4% | 3% |
| Gold | GLD | 0.4% | -2.1% | -13% | -30% |
| Silver | SLV | 0.6% | -8.4% | -14.6% | -21% |
| Copper | CPER | -0.6% | -17.1% | -18.5% | -23% |
MSIF vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0.9% | -1.6% | 9.8% | 13% |
| iShares High Yield Corp. Bond | HYG | 0.3% | -3.7% | 5.2% | 0% |