(EPF) Everyday People - Performance 107.8% in 12m
Compare EPF with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
47.61%
#25 in Group
Rel. Strength
96.00%
#322 in Universe
Total Return 12m
107.79%
#8 in Group
Total Return 5y
77.78%
#34 in Group
P/E 27.3
83th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 1.46%
19th Percentile in Group
12m Total Return: EPF (107.8%) vs XLF (19.3%)
5y Drawdown (Underwater) Chart
Top Performers in Consumer Finance
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 |
|---|---|---|---|---|---|---|---|---|
| EZPW NASDAQ EZCORP |
9.68% | 47.4% | 220% | 14.1 | 12.4 | 0.35 | 66.2% | 38.7% |
| AXP NYSE American Express |
-4.87% | 13% | 232% | 17.6 | 15.9 | 1.71 | 72.9% | 7.07% |
| SLM NASDAQ SLM |
-7.62% | 29.1% | 312% | 9.8 | 8.9 | 0.58 | -4.10% | -26.2% |
| MFIN NASDAQ Medallion Financial |
1.83% | 16.7% | 324% | 5.95 | - | 0.41 | -12.4% | 6.05% |
| OMF NYSE OneMain Holdings |
-5.3% | 4.69% | 317% | 10.5 | 7.22 | 0.61 | -89.9% | -23.5% |
| SYF NYSE Synchrony Financial |
-7.93% | 17.4% | 232% | 5.52 | 6.72 | 1.61 | -8.20% | 3.02% |
| COF NYSE Capital One Financial |
0.16% | 27.1% | 238% | 14.3 | 10.5 | 1.2 | -79.4% | -20.7% |
| CPSS NASDAQ Consumer Portfolio |
0.12% | -0.93% | 180% | 11 | 4.8 | 0.33 | -51.0% | - |
Performance Comparison: EPF vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for EPF
| Total Return (including Dividends) | EPF | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -14.89% | -4.78% | -4.31% |
| 3 Months | -13.04% | -6.25% | -7.85% |
| 12 Months | 107.79% | 19.30% | 10.76% |
| 5 Years | 77.78% | 134.53% | 106.31% |
| Trend Score (consistency of price movement) | EPF | XLF | S&P 500 |
| 1 Month | -81.8% | -30.6% | -35.6% |
| 3 Months | -26.6% | -83.1% | -89.7% |
| 12 Months | 81.6% | 84.9% | 58.3% |
| 5 Years | 53.2% | 75.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #57 | -10.6% | -11.1% |
| 3 Month | #37 | -7.24% | -5.63% |
| 12 Month | #8 | 74.2% | 87.6% |
| 5 Years | #22 | 17.9% | 23.5% |
FAQs
Does EPF Everyday People outperforms the market?
Yes,
over the last 12 months EPF made 107.79%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.30%.
Over the last 3 months EPF made -13.04%, while XLF made -6.25%.
Over the last 3 months EPF made -13.04%, while XLF made -6.25%.
Performance Comparison EPF vs Indeces and Sectors
EPF vs. Indices EPF is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -11.9% | -10.6% | 99.4% | 97.0% |
| US NASDAQ 100 | QQQ | -13.9% | -10.7% | 99.4% | 95.8% |
| US Dow Jones Industrial 30 | DIA | -9.84% | -9.11% | 99.2% | 101% |
| German DAX 40 | DAX | -9.25% | -11.1% | 81.0% | 84.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -5.38% | -11.4% | 101% | 99.2% |
| Hongkong Hang Seng | HSI | -9.64% | -12.0% | 97.6% | 93.8% |
| India NIFTY 50 | INDA | -4.48% | -16.5% | 97.8% | 106% |
| Brasil Bovespa | EWZ | -11.7% | -16.9% | 94.9% | 113% |
EPF vs. Sectors EPF is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -11.8% | -9.31% | 90.7% | 85.4% |
| Consumer Discretionary | XLY | -14.3% | -10.9% | 96.3% | 93.4% |
| Consumer Staples | XLP | -4.45% | -17.6% | 94.1% | 98.3% |
| Energy | XLE | -8.56% | -3.26% | 102% | 120% |
| Financial | XLF | -9.95% | -10.1% | 91.3% | 88.5% |
| Health Care | XLV | -8.89% | -9.92% | 101% | 108% |
| Industrial | XLI | -10.1% | -10.8% | 99.1% | 101% |
| Materials | XLB | -8.66% | -10.4% | 106% | 113% |
| Real Estate | XLRE | -7.08% | -13.0% | 102% | 92.7% |
| Technology | XLK | -15.7% | -10.4% | 104% | 102% |
| Utilities | XLU | -7.76% | -16.6% | 96.3% | 87.4% |
| Aerospace & Defense | XAR | -11.5% | -14.6% | 88.2% | 80.8% |
| Biotech | XBI | -11.0% | -7.05% | 113% | 110% |
| Homebuilder | XHB | -10.2% | -8.87% | 114% | 116% |
| Retail | XRT | -9.12% | -12.0% | 104% | 111% |