(MSIF) MSC Income Fund - Performance 259.7% in 12m
Compare MSIF with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
20.64%
#104 in Peer-Group
Rel. Strength
98.86%
#88 in Stock-Universe
Total Return 12m
259.67%
#4 in Peer-Group
Total Return 5y
317.72%
#4 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 12.1 |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 17.45 USD |
| 52 Week Low | 3.10 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 25.32 |
| Buy/Sell Signal +-5 | -0.32 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: MSIF (259.7%) vs XLF (22.9%)
5y Drawdown (Underwater) Chart
Top Performer in Asset Management & Custody Banks
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 |
|---|---|---|---|---|---|---|---|---|
| AGF-B TO AGF Management |
16.2% | 37.6% | 276% | 7.99 | 6.82 | 1.25 | 76.9% | 18.1% |
| ARES NYSE Ares Management |
9.83% | 13.7% | 412% | 84.6 | 35.3 | 0.63 | 22.1% | -6.74% |
| BK NYSE The Bank of New York Mellon |
14.6% | 56.7% | 181% | 14 | 12.4 | 1.1 | 28.1% | 10.4% |
| APO NYSE Apollo Global Management |
3.78% | 17.5% | 212% | 25.2 | 18.2 | 1.37 | 3.80% | -28.4% |
| BCSF NYSE Bain Capital Specialty |
2.13% | 6.62% | 145% | 9.01 | 10.4 | 1.07 | 14.7% | -6.71% |
| FHI NYSE Federated Investors |
12.1% | 33.7% | 128% | 12 | 10.3 | 1.98 | 26.8% | 22.9% |
| TSLX NYSE Sixth Street Specialty |
9.13% | 16.7% | 121% | 11.3 | 10.1 | 1.27 | -27.1% | -3.62% |
| PNNT NYSE PennantPark Investment |
4.66% | 4.07% | 261% | 8.11 | 8.31 | 0.28 | -21.9% | -23.3% |
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 | -1.99% | 4.88% | 8.16% |
| 3 Months | -8.44% | -1.45% | -2.74% |
| 12 Months | 259.67% | 22.90% | 11.51% |
| 5 Years | 317.72% | 138.29% | 108.25% |
| Trend Score (consistency of price movement) | MSIF | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -11.4% | 84.2% | 84.2% |
| 3 Months | -63.3% | 9.8% | 0.7% |
| 12 Months | -5.9% | 81.2% | 45.9% |
| 5 Years | -5.9% | 75.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #184 | -6.55% | -9.38% |
| 3 Month | #152 | -7.10% | -5.86% |
| 12 Month | #4 | 194.43% | 224.69% |
| 5 Years | #2 | 184.28% | 216.30% |
FAQs
Does MSC Income Fund (MSIF) outperform the market?
Yes,
over the last 12 months MSIF made 259.67%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.90%.
Over the last 3 months MSIF made -8.44%, while XLF made -1.45%.
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 | -0.1% | -10.2% | 1.3% | 248% |
| US NASDAQ 100 | QQQ | -0.3% | -14% | -2% | 247% |
| German DAX 40 | DAX | -2.1% | -9.4% | -22.6% | 234% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.6% | -6% | -4.1% | 249% |
| Hongkong Hang Seng | HSI | -2.2% | -11.9% | -14% | 246% |
| India NIFTY 50 | INDA | -2.5% | -4.6% | -1.3% | 258% |
| Brasil Bovespa | EWZ | -1.4% | -7.1% | -6.7% | 262% |
MSIF vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.1% | -11% | -4.6% | 236% |
| Consumer Discretionary | XLY | 0.6% | -12.7% | 2.8% | 237% |
| Consumer Staples | XLP | -2% | -1.8% | -1.6% | 251% |
| Energy | XLE | 1.5% | -2.9% | 11.5% | 267% |
| Financial | XLF | 0.4% | -6.9% | 0.1% | 237% |
| Health Care | XLV | -0.5% | 2% | 8.5% | 268% |
| Industrial | XLI | -0.6% | -13.6% | -0.1% | 244% |
| Materials | XLB | -1.1% | -7.2% | 7.8% | 263% |
| Real Estate | XLRE | 0.7% | -2.4% | 6.3% | 247% |
| Technology | XLK | 0.8% | -16.5% | 1.4% | 253% |
| Utilities | XLU | -1.3% | -5.5% | -2% | 242% |
| Aerospace & Defense | XAR | -0.9% | -15.8% | -9.5% | 227% |
| Biotech | XBI | -2.6% | -1.9% | 17.9% | 271% |
| Homebuilder | XHB | 3.5% | -4.9% | 22.8% | 268% |
| Retail | XRT | -0.3% | -12.9% | 9.1% | 257% |
MSIF vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -2.5% | -1.90% | 4.55% | 268% |
| Natural Gas | UNG | -3.3% | -9% | -14.9% | 276% |
| Gold | GLD | -7.9% | -4% | -28.9% | 216% |
| Silver | SLV | -6.5% | -1.6% | -11.4% | 249% |
| Copper | CPER | -8.8% | -2.1% | -18.3% | 256% |
MSIF vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -0.6% | 0.8% | 5.7% | 263% |
| iShares High Yield Corp. Bond | HYG | -2% | -3.7% | -3% | 251% |