EPAC Performance: -9% Return (12 Months)

EPAC returned -9.0% over 12 months, underperforming the S&P 500 (32.2%). Volatility: 29.2%.

RS IBD -34.42
Top 80% in Peers
Volatility 29.2%
Top 21% in Peers
Total Return 12m -8.96%
Top 87% in Peers
RS Rating 20.07
Top 80% in Peers
P/E
P/E Trailing 22.3
P/E Forward 18.6
High / Low 52w
52 Week High 46.03 USD
52 Week Low 34.34 USD
Sentiment
VRO Trend Strength ±100 23.01
Buy Signal ±3 -0.38
Drawdowns 3y
Max Drawdown 33.35%
Mean Drawdown 10.66%
Compare performance with 86 peers in Industrial Machinery & Supplies & Components
12m Total Return: EPAC (-9%) vs PEER ETF Total Return of Enerpac Tool versus broad market ETF SPY
5y Drawdown (Underwater) Chart 5 Year Drawdown / Underwater Chart for EPAC Performance: -9% Return (12 Months)

Top Performer in Industrial Machinery & Supplies & Components (5/86)

Short Term Performance
SYMBOL 1W 1M 3M
PL 25.83% 36.21% 55.55%
ESE 3.57% 7.50% 40.60%
NDX1 -1.05% 9.74% 36.13%
GRC 2.69% 3.44% 30.84%
AZ 23.69% 52.50% 2.61%
EPAC -3.51% -4.97% -11.11%
Long Term Performance
SYMBOL 6M 12M 5Y
PL 124.30% 978.83% 255.25%
RKLB 7.82% 278.54% 497.48%
NVRI 65.14% 269.90% 9.35%
NDX1 94.22% 215.77% 96.11%
GHM 52.69% 214.26% 507.96%
EPAC -11.67% -8.96% 34.31%
Overall Best Picks of Peer Group (GARP Metrics)
SYMBOL MCAP 1M 12M 5Y P/E P/E fwd PEG EPS stab EPS cagr
ESE NYSE
ESCO Technologies		 7.57B 7.50% 105% 166% 60.6 25.4 1.67 74.8% 28.0%
PH NYSE
Parker-Hannifin		 115B -2.06% 73.3% 204% 33.1 27.3 3.74 -22.4% -44.9%
MWA NYSE
Mueller Water Products		 4.32B -0.25% 23.6% 110% 21.8 19.1 1.27 81.7% 19.2%
WTS NYSE
Watts Water Technologies		 9.60B -6.04% 59.8% 154% 28.3 24.6 3.07 76.5% 13.5%
DOV NYSE
Dover		 27.7B -1.64% 38.5% 57.9% 25.8 19.5 1.82 58.8% 7.71%
NDSN NASDAQ
Nordson		 14.7B -1.92% 57.6% 38.4% 28.5 22.8 1.77 34.0% -0.66%
SPXC NYSE
SPX		 9.84B -6.85% 60.6% 225% 39.1 25.9 1.44 20.4% -39.7%
SNA NYSE
Snap-On		 19.0B -1.84% 21.2% 77.0% 19.1 18.3 2.03 -35.7% -46.0%
LECO NASDAQ
Lincoln Electric Holdings		 13.4B -8.98% 45.4% 114% 26.2 22.6 1.61 68.2% 6.40%
G1A XETRA
GEA		 11.5B -1.85% 26.7% 90.7% 24.8 18.5 1.26 37.4% 12.1%

Performance: EPAC vs S&P 500

Total Return vs S&P 500
PERIOD EPAC S&P 500
1 Week -3.51% 1.37%
1 Month -4.97% -2.54%
3 Months -11.11% -4.14%
6 Months -11.67% -0.92%
12 Months -8.96% 32.20%
5 Years 34.31% 71.53%

EPAC Performance FAQ

Does EPAC outperform the market?

No, EPAC underperforms the market. Over the past 12 months, EPAC returned -8.96% compared to 32.20% for the S&P 500.

What is the EPAC return over the last 12 months?

EPAC has returned -8.96% over the past 12 months, including dividends. Over 3 months the return was -11.11%, and over 5 years 34.31%.

How risky is EPAC?

EPAC has relatively low risk with a maximum drawdown of 33.35% over the past 3 years. The average drawdown is 10.66%.

EPAC vs Sectors (12m)

Sorted by outperformance. Positive = EPAC beats sector.

Relative Performance vs S&P Sectors
SECTOR ETF DIFFERENCE 12M
Consumer Staples XLP -16.6%
Health Care XLV -19.9%
Real Estate XLRE -22.5%
Financials XLF -23.8%
Consumer Discretionary XLY -29.2%
Communication Services XLC -38.6%
Communication Services XLC -38.6%
Materials XLB -42.2%
Industrials XLI -50.8%
Technology XLK -59.6%
Energy XLE -67.7%

EPAC vs Asset Classes (12m)

Relative Performance vs Major Asset Classes
ASSET CLASS ETF DIFFERENCE 12M
S&P 500 SPY -31.13%
Gold GLD -66.7%
Long-Term Bonds TLT -9.5%