(EVGN) EverGen Infrastructure - Performance -66.7% in 12m
Compare EVGN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-81.57%
#20 in Group
Rel. Strength
6.42%
#7509 in Universe
Total Return 12m
-66.67%
#19 in Group
Total Return 5y
-88.12%
#19 in Group
P/E -
(?) Percentile in Group
P/E Forward 29.9
93th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -61.81%
(?) Percentile in Group
12m Total Return: EVGN (-66.7%) vs XLU (21.1%)

5y Drawdown (Underwater) Chart

Top Performers in Gas Utilities
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
Performance Comparison: EVGN vs XLU vs S&P 500
XLU (Utilities Sector SPDR Fund ETF) is the Sector Benchmark for EVGN
Total Return (including Dividends) | EVGN | XLU | S&P 500 |
---|---|---|---|
1 Month | -15.66% | 0.36% | -4.77% |
3 Months | -40.17% | -0.61% | -9.81% |
12 Months | -66.67% | 21.14% | 9.54% |
5 Years | -88.12% | 55.69% | 104.83% |
Trend Score (consistency of price movement) | EVGN | XLU | S&P 500 |
1 Month | -84.5% | -6.4% | -51.2% |
3 Months | -92.8% | -20.7% | -90.1% |
12 Months | -85.2% | 69.3% | 59.4% |
5 Years | -86.5% | 77.4% | 84.2% |
Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLU | vs. S&P 500 |
1 Month | #19 | -15.8% | -9.57% |
3 Month | #19 | -39.7% | -32.3% |
12 Month | #20 | -72.4% | -68.9% |
5 Years | #19 | -91.0% | -90.8% |
FAQs
Does EVGN EverGen Infrastructure outperforms the market?
No,
over the last 12 months EVGN made -66.67%, while its related Sector, the Utilities Sector SPDR Fund (XLU) made 21.14%.
Over the last 3 months EVGN made -40.17%, while XLU made -0.61%.
Over the last 3 months EVGN made -40.17%, while XLU made -0.61%.
Performance Comparison EVGN vs Indeces and Sectors
EVGN vs. Indices EVGN is Over or Underperforming
Symbol | 1w | 1m | 6m | 12m | |
---|---|---|---|---|---|
US S&P 500 | SPY | 7.26% | -10.9% | -59.5% | -76.2% |
US NASDAQ 100 | QQQ | 5.87% | -10.9% | -59.7% | -76.9% |
US Dow Jones Industrial 30 | DIA | 8.65% | -9.95% | -59.8% | -72.7% |
German DAX 40 | DAX | 6.94% | -12.3% | -77.8% | -88.1% |
Shanghai Shenzhen CSI 300 | CSI 300 | 9.27% | -12.6% | -59.8% | -76.3% |
Hongkong Hang Seng | HSI | 6.61% | -12.5% | -62.4% | -82.2% |
India NIFTY 50 | INDA | 8.28% | -18.8% | -62.2% | -70.7% |
Brasil Bovespa | EWZ | 5.08% | -17.8% | -63.2% | -59.9% |
EVGN vs. Sectors EVGN is Over or Underperforming
Symbol | 1w | 1m | 6m | 12m | |
---|---|---|---|---|---|
Communication Services | XLC | 7.16% | -10.7% | -68.5% | -84.0% |
Consumer Discretionary | XLY | 6.41% | -10.7% | -61.9% | -79.1% |
Consumer Staples | XLP | 12.1% | -17.7% | -64.9% | -76.2% |
Energy | XLE | 9.83% | -4.56% | -57.9% | -55.3% |
Financial | XLF | 7.68% | -11.9% | -67.6% | -85.8% |
Health Care | XLV | 9.71% | -9.03% | -57.2% | -65.8% |
Industrial | XLI | 8.14% | -11.7% | -60.3% | -73.9% |
Materials | XLB | 8.03% | -11.9% | -53.4% | -62.7% |
Real Estate | XLRE | 10.8% | -12.7% | -57.4% | -81.3% |
Technology | XLK | 4.59% | -10.1% | -54.4% | -71.1% |
Utilities | XLU | 10.2% | -16.0% | -62.1% | -87.8% |
Aerospace & Defense | XAR | 8.01% | -15.0% | -70.8% | -92.3% |
Biotech | XBI | 4.58% | -6.73% | -47.7% | -63.2% |
Homebuilder | XHB | 7.26% | -9.83% | -44.7% | -59.3% |
Retail | XRT | 8.16% | -11.8% | -55.7% | -62.6% |