(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%)

Compare overall performance (total returns) of EverGen Infrastructure with its related sector ETF XLU

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (EVGN) EverGen Infrastructure - Performance -66.7% in 12m

Top Performers in Gas Utilities

Short Term
Symbol 1w 1m 3m
EVGN 11.1% -15.7% -40.2%
OGS 1.32% 6.95% 15.1%
ATO 1.35% 6.70% 15.1%
NWN 2.28% 6.26% 11.6%
Long Term
Symbol 6m 12m 5y
EVGN -64.5% -66.7% -88.1%
NFG 26.3% 45.8% 113%
ATO 13.2% 38.0% 71.8%
SR 21.4% 31.5% 31.0%
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
SPH NYSE
Suburban Propane Partners
-0.91% 12.1% 116% 19.6 9.83 1.24 -16.8% -37.9%
NJR NYSE
NewJersey Resources
1.81% 17.4% 80.3% 15 16.1 1.96 10.3% -4.12%

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%.

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%

EVGN vs. Commodities EVGN is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 12.6% -7.09% -58.2% -52.6%
Natural Gas UNG 20.1% 9.32% -72.7% -74.6%
Gold GLD 10.5% -26.8% -86.3% -110%
Silver SLV 7.69% -17.7% -64.1% -89.4%
Copper CPER 7.24% -11.8% -76.2% -76.3%

EVGN vs. Yields & Bonds EVGN is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 10.3% -14.3% -61.7% -70.7%
iShares High Yield Corp. Bond HYG 9.91% -15.2% -66.5% -75.7%