(EFR) Eaton Vance Senior - Performance 0.6% in 12m
Compare EFR with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
61.35%
#49 in Group
Rel. Strength
43.17%
#4536 in Universe
Total Return 12m
0.64%
#147 in Group
Total Return 5y
75.49%
#64 in Group
P/E 7.46
27th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 0.02%
29th Percentile in Group
12m Total Return: EFR (0.6%) vs XLF (22.7%)
5y Drawdown (Underwater) Chart
Top Performers in Asset Management & Custody Banks
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 |
|---|---|---|---|---|---|---|---|---|
| AMP NYSE Ameriprise Financial |
-2.7% | 15.9% | 355% | 16 | 12.6 | 1.83 | 11.6% | 5.92% |
| AGF-B TO AGF Management |
2.72% | 37.1% | 236% | 6.99 | 6 | 1.25 | 81.8% | 68.2% |
| APO NYSE Apollo Global Management |
-0.34% | 27.7% | 291% | 18.2 | 16.6 | 1.37 | 74.1% | 26.5% |
| BCSF NYSE Bain Capital Specialty |
-7.83% | 2.37% | 182% | 8.09 | 10.4 | 1.07 | 24.1% | -1.62% |
| TSLX NYSE Sixth Street Specialty |
-7.24% | 5.49% | 143% | 10.3 | 9.76 | 1.27 | -3.10% | -5.88% |
| BK NYSE The Bank of New York Mellon |
-3.51% | 46% | 163% | 12.8 | 11.6 | 1.03 | 64.4% | 12.5% |
| FHI NYSE Federated Investors |
-0.39% | 31.9% | 129% | 11.2 | 9.9 | 1.9 | 60.9% | 19.9% |
| PNNT NYSE PennantPark Investment |
-6.05% | 4.78% | 271% | 7.25 | 7.61 | 0.28 | -7.30% | -22.8% |
Performance Comparison: EFR vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for EFR
| Total Return (including Dividends) | EFR | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -1.84% | -2.11% | -0.87% |
| 3 Months | -8.36% | -4.92% | -7.58% |
| 12 Months | 0.64% | 22.69% | 11.88% |
| 5 Years | 75.49% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | EFR | XLF | S&P 500 |
| 1 Month | 27.4% | 27.8% | 23% |
| 3 Months | -94.3% | -81% | -88.5% |
| 12 Months | 37.9% | 83.7% | 55.1% |
| 5 Years | 76.3% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #100 | 0.27% | -0.98% |
| 3 Month | #133 | -3.62% | -0.84% |
| 12 Month | #147 | -18.0% | -10.0% |
| 5 Years | #85 | -28.3% | -16.6% |
FAQs
Does EFR Eaton Vance Senior outperforms the market?
No,
over the last 12 months EFR made 0.64%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months EFR made -8.36%, while XLF made -4.92%.
Over the last 3 months EFR made -8.36%, while XLF made -4.92%.
Performance Comparison EFR vs Indeces and Sectors
EFR vs. Indices EFR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.17% | -0.97% | -0.35% | -11.2% |
| US NASDAQ 100 | QQQ | -2.20% | -3.24% | -0.78% | -12.0% |
| US Dow Jones Industrial 30 | DIA | -0.23% | 1.34% | -0.26% | -8.56% |
| German DAX 40 | DAX | 0.06% | -3.16% | -19.9% | -24.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.79% | 0.98% | 2.64% | -5.32% |
| Hongkong Hang Seng | HSI | -0.18% | -1.90% | -2.27% | -13.3% |
| India NIFTY 50 | INDA | 1.67% | -5.90% | -0.64% | -2.43% |
| Brasil Bovespa | EWZ | -0.37% | -6.44% | -4.05% | 6.46% |
EFR vs. Sectors EFR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.42% | -0.79% | -6.48% | -23.3% |
| Consumer Discretionary | XLY | -1.25% | -1.74% | -2.86% | -12.7% |
| Consumer Staples | XLP | 2.33% | -2.04% | -5.66% | -10.6% |
| Energy | XLE | 3.31% | 12.0% | 5.44% | 11.7% |
| Financial | XLF | 0.22% | 0.27% | -7.95% | -22.1% |
| Health Care | XLV | -1.09% | 1.95% | 1.34% | -1.08% |
| Industrial | XLI | -1.59% | -1.95% | -1.06% | -8.95% |
| Materials | XLB | -0.56% | 0.59% | 7.06% | 4.16% |
| Real Estate | XLRE | 0.35% | -0.53% | 0.54% | -17.5% |
| Technology | XLK | -3.62% | -3.53% | 2.99% | -7.09% |
| Utilities | XLU | 1.67% | -1.90% | -2.47% | -21.2% |
| Aerospace & Defense | XAR | -2.12% | -8.23% | -13.9% | -25.9% |
| Biotech | XBI | -2.47% | -4.12% | 12.3% | 2.47% |
| Homebuilder | XHB | -0.48% | 0.43% | 14.5% | 7.67% |
| Retail | XRT | 0.40% | -1.28% | 5.22% | 3.38% |