(EFR) Eaton Vance Senior - Performance -3.6% in 12m
Compare EFR with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
61.39%
#49 in Group
Rel. Strength
42.66%
#4587 in Universe
Total Return 12m
-3.64%
#151 in Group
Total Return 5y
63.03%
#73 in Group
P/E 7.46
25th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 0.02%
31th Percentile in Group
12m Total Return: EFR (-3.6%) vs XLF (19.4%)
5y Drawdown (Underwater) Chart
Top Performers 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 |
|---|---|---|---|---|---|---|---|---|
| AMP NYSE Ameriprise Financial |
-5.99% | 14.2% | 359% | 14.2 | 12.5 | 0.94 | 30.9% | 31.1% |
| ARES NYSE Ares Management |
-5.11% | 9.48% | 418% | 57.9 | 22.9 | 0.63 | 31.5% | 29.5% |
| APO NYSE Apollo Global Management |
-9.73% | 17.7% | 284% | 17.2 | 15.1 | 1.37 | 22.6% | -4.44% |
| BCSF NYSE Bain Capital Specialty |
-11.7% | 4% | 153% | 9.01 | 10.4 | 1.07 | -1.20% | -8.73% |
| AGF-B TO AGF Management Limited |
-7.45% | 21.2% | 201% | 6.36 | 5.35 | 1.25 | 82.9% | 18.1% |
| TSLX NYSE Sixth Street Specialty |
-8.21% | 7.91% | 141% | 9.74 | 9.23 | 1.27 | -35.1% | -6.83% |
| PNNT NYSE PennantPark Investment |
-10.5% | 4.33% | 281% | 7.67 | 8.05 | 0.28 | -37.9% | -19.4% |
| FHI NYSE Federated Investors |
-5.31% | 13.6% | 132% | 11.7 | 9.27 | 1.78 | 45.6% | 9.29% |
Performance Comparison: EFR vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for EFR
| Total Return (including Dividends) | EFR | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -7.49% | -4.87% | -7.04% |
| 3 Months | -10.86% | -6.25% | -10.88% |
| 12 Months | -3.64% | 19.36% | 5.72% |
| 5 Years | 63.03% | 132.21% | 100.77% |
| Trend Score (consistency of price movement) | EFR | XLF | S&P 500 |
| 1 Month | -81.5% | -69.4% | -76.1% |
| 3 Months | -91.9% | -72.1% | -86.4% |
| 12 Months | 52.0% | 87.9% | 67.8% |
| 5 Years | 76.4% | 75.2% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #120 | -2.75% | -0.49% |
| 3 Month | #132 | -4.92% | 0.03% |
| 12 Month | #152 | -19.3% | -8.86% |
| 5 Years | #94 | -29.8% | -18.8% |
FAQs
Does EFR Eaton Vance Senior outperforms the market?
No,
over the last 12 months EFR made -3.64%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.36%.
Over the last 3 months EFR made -10.86%, while XLF made -6.25%.
Over the last 3 months EFR made -10.86%, while XLF made -6.25%.
Performance Comparison EFR vs Indeces and Sectors
EFR vs. Indices EFR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 4.54% | -0.45% | 3.33% | -9.36% |
| US NASDAQ 100 | QQQ | 5.03% | 0.37% | 3.42% | -7.30% |
| US Dow Jones Industrial 30 | DIA | 2.64% | -2.32% | 1.36% | -10.3% |
| German DAX 40 | DAX | -7.96% | 0.56% | -15.3% | -22.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.46% | 0.26% | -1.52% | -11.6% |
| Hongkong Hang Seng | HSI | -3.13% | 3.66% | 1.94% | -19.8% |
| India NIFTY 50 | INDA | 0.53% | -10.9% | 3.91% | -4.32% |
| Brasil Bovespa | EWZ | 0.03% | -1.21% | 3.01% | 7.29% |
EFR vs. Sectors EFR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 4.73% | 0.09% | -4.87% | -16.9% |
| Consumer Discretionary | XLY | 6.13% | -1.27% | 1.12% | -11.0% |
| Consumer Staples | XLP | -0.72% | -7.38% | -4.32% | -16.1% |
| Energy | XLE | 3.58% | 4.43% | 4.39% | 9.16% |
| Financial | XLF | 1.83% | -2.62% | -4.59% | -23.0% |
| Health Care | XLV | 2.13% | -0.71% | 4.52% | -3.50% |
| Industrial | XLI | 2.04% | -1.52% | 3.96% | -7.53% |
| Materials | XLB | 1.04% | -0.05% | 10.8% | 4.30% |
| Real Estate | XLRE | -1.21% | -2.50% | 3.61% | -18.0% |
| Technology | XLK | 5.23% | 2.34% | 9.36% | -0.42% |
| Utilities | XLU | -0.98% | -5.38% | -0.90% | -30.0% |
| Aerospace & Defense | XAR | -0.12% | -6.88% | -6.08% | -26.8% |
| Biotech | XBI | 0.02% | 7.41% | 19.2% | 8.47% |
| Homebuilder | XHB | 5.15% | 1.72% | 22.8% | 8.05% |
| Retail | XRT | 4.78% | -1.74% | 10.6% | 3.38% |