(EPRF) Innovator S&P - Performance 0.2% in 12m
Compare EPRF with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-15.84%
#23 in Group
Rel. Strength
42.33%
#4589 in Universe
Total Return 12m
0.23%
#23 in Group
Total Return 5y
-1.41%
#23 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: EPRF (0.2%) vs SPY (9.9%)
5y Drawdown (Underwater) Chart
Top Performers in Preferred Stock
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 |
|---|---|---|---|---|---|---|---|---|
| PFFA NYSE ARCA Virtus InfraCap U.S. |
2.86% | 8.32% | 96.2% | - | - | - | - | - |
| VRP NYSE ARCA Invesco Variable Rate |
1.86% | 6.83% | 34.6% | - | - | - | - | - |
| FPEI NYSE ARCA First Trust Institutional |
2.55% | 7.99% | 33.9% | - | - | - | - | - |
| PFFV NYSE ARCA Global X Variable Rate |
1.12% | 5.57% | 26% | - | - | - | - | - |
| PREF NYSE ARCA Principal Spectrum |
1.99% | 7.38% | 22.5% | - | - | - | - | - |
| FPE NYSE ARCA First Trust Preferred |
1.04% | 6.94% | 25.8% | - | - | - | - | - |
| JHPI NYSE ARCA John Hancock Preferred |
1.44% | 6.11% | 7.94% | - | - | - | - | - |
| PFXF NYSE ARCA VanEck Preferred Securities |
4.47% | 3.81% | 27.2% | - | - | - | - | - |
Performance Comparison: EPRF vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for EPRF
| Total Return (including Dividends) | EPRF | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 0.90% | 2.87% | 2.87% |
| 3 Months | -3.80% | -6.42% | -6.42% |
| 12 Months | 0.23% | 9.87% | 9.87% |
| 5 Years | -1.41% | 107.51% | 107.51% |
| Trend Score (consistency of price movement) | EPRF | SPY | S&P 500 |
| 1 Month | 79.2% | 89.4% | 89.4% |
| 3 Months | -83.8% | -72% | -72% |
| 12 Months | -5.50% | 49.3% | 49.3% |
| 5 Years | -44.5% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #6 | -1.91% | -1.91% |
| 3 Month | #20 | 2.80% | 2.80% |
| 12 Month | #23 | -8.78% | -8.78% |
| 5 Years | #22 | -52.5% | -52.5% |
FAQs
Does EPRF Innovator S&P outperforms the market?
No,
over the last 12 months EPRF made 0.23%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.87%.
Over the last 3 months EPRF made -3.80%, while SPY made -6.42%.
Over the last 3 months EPRF made -3.80%, while SPY made -6.42%.
Performance Comparison EPRF vs Indeces and Sectors
EPRF vs. Indices EPRF is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.37% | -1.97% | -2.09% | -9.64% |
| US NASDAQ 100 | QQQ | 0.12% | -3.81% | -2.50% | -11.1% |
| US Dow Jones Industrial 30 | DIA | 0.09% | -0.71% | -1.06% | -6.14% |
| German DAX 40 | DAX | -1.75% | -18.4% | -27.7% | -24.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.29% | -5.37% | -1.32% | -5.40% |
| Hongkong Hang Seng | HSI | -3.15% | -15.3% | -11.6% | -11.9% |
| India NIFTY 50 | INDA | 2.76% | -1.38% | -3.99% | -2.10% |
| Brasil Bovespa | EWZ | -1.68% | -10.6% | -11.3% | 6.71% |
EPRF vs. Sectors EPRF is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.19% | -2.77% | -8.27% | -20.1% |
| Consumer Discretionary | XLY | -0.55% | -2.61% | 0.10% | -13.8% |
| Consumer Staples | XLP | 0.74% | -1.12% | -9.0% | -7.33% |
| Energy | XLE | -0.61% | 0.82% | 3.91% | 9.99% |
| Financial | XLF | -0.26% | -4.67% | -7.97% | -21.3% |
| Health Care | XLV | 4.16% | 5.28% | 3.14% | 6.15% |
| Industrial | XLI | -1.20% | -6.48% | -3.07% | -9.76% |
| Materials | XLB | 0.38% | -3.81% | 1.96% | 6.26% |
| Real Estate | XLRE | 0.70% | -5.22% | -4.47% | -13.2% |
| Technology | XLK | -0.52% | -5.84% | 0.18% | -6.77% |
| Utilities | XLU | -0.67% | -4.72% | -9.86% | -15.7% |
| Aerospace & Defense | XAR | -0.14% | -8.44% | -11.4% | -24.9% |
| Biotech | XBI | 8.45% | -1.12% | 19.0% | 14.3% |
| Homebuilder | XHB | 0.81% | -2.17% | 11.5% | 9.98% |
| Retail | XRT | 0.22% | -2.69% | 4.20% | 4.55% |