(EFAA) Invesco Actively - Performance 3.5% in 12m
Compare EFAA with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
18.74%
#64 in Group
Rel. Strength
74.49%
#2039 in Universe
Total Return 12m
3.46%
#52 in Group
Total Return 5y
3.46%
#60 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: EFAA (3.5%) vs SPY (6.9%)
5y Drawdown (Underwater) Chart
Top Performers in Derivative Income
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 |
|---|---|---|---|---|---|---|---|---|
| DIVO NYSE ARCA Amplify CWP Enhanced |
-5.41% | 7.08% | 82% | - | - | - | - | - |
| SIXH NYSE ARCA ETC 6 Meridian Hedged |
-1.01% | 9.93% | 65.4% | - | - | - | - | - |
| JEPI NYSE ARCA JPMorgan Equity Premium |
-6.18% | 3.73% | 63.9% | - | - | - | - | - |
| PUTW NYSE ARCA WisdomTree CBOE SP500 |
-6.36% | 3.92% | 68.9% | - | - | - | - | - |
| FTHI NASDAQ First Trust BuyWrite Income |
-6.07% | 4.66% | 64.8% | - | - | - | - | - |
| PBP NYSE ARCA Invesco SP500 BuyWrite |
-6.11% | 6.53% | 58.5% | - | - | - | - | - |
| XYLD NYSE ARCA Global X SP500 Covered |
-4.85% | 6.87% | 58.5% | - | - | - | - | - |
| KNG BATS FT Cboe Vest SP500 |
-4.3% | 0.55% | 67.6% | - | - | - | - | - |
Performance Comparison: EFAA vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for EFAA
| Total Return (including Dividends) | EFAA | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -1.21% | -8.16% | -8.16% |
| 3 Months | 3.97% | -12.80% | -12.80% |
| 12 Months | 3.46% | 6.85% | 6.85% |
| 5 Years | 3.46% | 100.40% | 100.40% |
| Trend Score (consistency of price movement) | EFAA | SPY | S&P 500 |
| 1 Month | -52.9% | -70.9% | -70.9% |
| 3 Months | 24.2% | -90.1% | -90.1% |
| 12 Months | 35.5% | 62.2% | 62.2% |
| 5 Years | 35.5% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #10 | 7.57% | 7.57% |
| 3 Month | #6 | 19.2% | 19.2% |
| 12 Month | #9 | 8.26% | 8.26% |
| 5 Years | #11 | 8.26% | 8.26% |
FAQs
Does EFAA Invesco Actively outperforms the market?
No,
over the last 12 months EFAA made 3.46%, while its related Sector, the SPDR SP500 Trust (SPY) made 6.85%.
Over the last 3 months EFAA made 3.97%, while SPY made -12.80%.
Over the last 3 months EFAA made 3.97%, while SPY made -12.80%.
Performance Comparison EFAA vs Indeces and Sectors
EFAA vs. Indices EFAA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 3.79% | 6.95% | 12.2% | -3.39% |
| US NASDAQ 100 | QQQ | 4.81% | 8.20% | 13.2% | -3.32% |
| US Dow Jones Industrial 30 | DIA | 4.74% | 6.65% | 11.1% | -0.69% |
| German DAX 40 | DAX | 1.70% | 5.65% | -6.31% | -15.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.17% | 2.52% | 9.73% | -4.61% |
| Hongkong Hang Seng | HSI | -1.26% | 3.75% | 7.51% | -13.8% |
| India NIFTY 50 | INDA | -2.78% | -3.86% | 6.17% | -0.39% |
| Brasil Bovespa | EWZ | -2.16% | 0.05% | 6.82% | 13.3% |
EFAA vs. Sectors EFAA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 3.63% | 7.11% | 3.13% | -11.5% |
| Consumer Discretionary | XLY | 3.31% | 7.66% | 8.25% | -6.69% |
| Consumer Staples | XLP | 0.37% | -4.79% | 1.53% | -8.82% |
| Energy | XLE | -1.10% | 11.1% | 11.5% | 15.5% |
| Financial | XLF | 2.09% | 4.75% | 2.30% | -13.7% |
| Health Care | XLV | 3.77% | 7.01% | 13.0% | 5.07% |
| Industrial | XLI | 3.22% | 5.98% | 11.5% | -0.74% |
| Materials | XLB | 1.18% | 4.75% | 17.5% | 10.3% |
| Real Estate | XLRE | 0.40% | 2.14% | 9.43% | -12.2% |
| Technology | XLK | 6.06% | 10.4% | 19.8% | 3.69% |
| Utilities | XLU | 1.45% | -0.99% | 5.74% | -18.3% |
| Aerospace & Defense | XAR | 4.15% | 4.16% | 3.35% | -17.7% |
| Biotech | XBI | 0.42% | 11.4% | 24.1% | 10.6% |
| Homebuilder | XHB | 0.66% | 6.77% | 24.9% | 11.4% |
| Retail | XRT | -0.42% | 4.41% | 14.1% | 7.92% |