(EPRF) Innovator S&P - Performance 1% in 12m
EPRF performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
-25.49%
#25 in Peer-Group
Rel. Strength
40.69%
#4545 in Stock-Universe
Total Return 12m
1.01%
#23 in Peer-Group
Total Return 5y
0.41%
#24 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 19.08 USD |
| 52 Week Low | 16.74 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 90.17 |
| Buy/Sell Signal +-5 | 0.36 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: EPRF (1%) vs SPY (13.5%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
|---|---|---|---|---|---|---|---|---|
| VRP NYSE ARCA Invesco Variable Rate |
1.23% | 7.79% | 36% | - | - | - | - | - |
| PFFA NYSE ARCA Virtus InfraCap U.S. |
3.15% | 8.97% | 93.9% | - | - | - | - | - |
| FPEI NYSE ARCA First Trust Institutional |
1.38% | 8.74% | 31.9% | - | - | - | - | - |
| PREF NYSE ARCA Principal Spectrum |
1.26% | 8.2% | 22.5% | - | - | - | - | - |
| PFFV NYSE ARCA Global X Variable Rate |
1.24% | 4.04% | 30.1% | - | - | - | - | - |
| FPE NYSE ARCA First Trust Preferred |
1.65% | 7.48% | 27.2% | - | - | - | - | - |
| JHPI NYSE ARCA John Hancock Preferred |
1.83% | 6.94% | 11.6% | - | - | - | - | - |
| PFXF NYSE ARCA VanEck Preferred Securities |
3.82% | 9.24% | 32.9% | - | - | - | - | - |
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 | 3.12% | 4.01% | 4.01% |
| 3 Months | 7.52% | 17.14% | 17.14% |
| 12 Months | 1.01% | 13.46% | 13.46% |
| 5 Years | 0.41% | 112.73% | 112.73% |
| Trend Score (consistency of price movement) | EPRF | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 91.4% | 90.3% | 90.3% |
| 3 Months | 73.2% | 97.5% | 97.5% |
| 12 Months | -60% | 46.4% | 46.4% |
| 5 Years | -44.7% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th83.33 | -0.86% | -0.86% |
| 3 Month | %th75.00 | -8.21% | -8.21% |
| 12 Month | %th16.67 | -10.98% | -10.98% |
| 5 Years | %th0.00 | -52.80% | -52.80% |
FAQs
Does Innovator S&P (EPRF) outperform the market?
No,
over the last 12 months EPRF made 1.01%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.46%.
Over the last 3 months EPRF made 7.52%, while SPY made 17.14%.
Performance Comparison EPRF vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
EPRF vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.7% | -0.9% | -3.9% | -12% |
| US NASDAQ 100 | QQQ | 0.8% | -1.1% | -5.9% | -12% |
| German DAX 40 | DAX | 0.4% | 1.9% | -16% | -29% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.5% | -1.4% | -8.4% | -18% |
| Hongkong Hang Seng | HSI | -0.2% | 0.3% | -25.9% | -34% |
| India NIFTY 50 | INDA | 2.1% | 3.9% | -4.4% | 4% |
| Brasil Bovespa | EWZ | 5% | 3.8% | -19% | -0% |
EPRF vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.1% | 1.4% | -7.2% | -23% |
| Consumer Discretionary | XLY | -0.2% | -0.2% | 3.8% | -17% |
| Consumer Staples | XLP | 2.8% | 3.3% | -3% | -6% |
| Energy | XLE | -2.2% | -1% | 3.7% | -1% |
| Financial | XLF | 2.2% | 0.5% | -6.2% | -24% |
| Health Care | XLV | 0.6% | 3.1% | 7.6% | 8% |
| Industrial | XLI | 0.3% | -1.3% | -9.8% | -22% |
| Materials | XLB | 0.1% | -1.4% | -4.5% | -3% |
| Real Estate | XLRE | 1% | 3.3% | -2.4% | -7% |
| Technology | XLK | 0.9% | -3.5% | -9% | -10% |
| Utilities | XLU | 0.7% | 0.5% | -7.9% | -19% |
| Aerospace & Defense | XAR | 0.1% | -3.7% | -23.9% | -48% |
| Biotech | XBI | -2.9% | -0% | 6.3% | 12% |
| Homebuilder | XHB | -2.3% | -5.6% | 2.7% | 2% |
| Retail | XRT | 0.8% | -0.1% | 0.9% | -5% |
EPRF vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 0.2% | -0.18% | 10.0% | 6% |
| Natural Gas | UNG | 2.5% | 9.6% | 22.1% | 3% |
| Gold | GLD | 0.6% | 2.9% | -21.8% | -37% |
| Silver | SLV | -3.6% | -3.2% | -25.9% | -21% |
| Copper | CPER | -9.6% | -11.8% | -23.5% | -22% |
EPRF vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 1.6% | 3.2% | 1.4% | 5% |
| iShares High Yield Corp. Bond | HYG | 1.3% | 2% | -0.9% | -8% |