(EFR) Eaton Vance Senior - Performance 1.2% in 12m
EFR performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
51.09%
#62 in Peer-Group
Rel. Strength
40.93%
#4527 in Stock-Universe
Total Return 12m
1.19%
#122 in Peer-Group
Total Return 5y
63.35%
#62 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 20.9 |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 12.82 USD |
| 52 Week Low | 10.48 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 69.43 |
| Buy/Sell Signal +-5 | 0.01 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: EFR (1.2%) vs XLF (25.3%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
|---|---|---|---|---|---|---|---|---|
| TSLX NYSE Sixth Street Specialty |
5.71% | 23% | 172% | 12.9 | 11.8 | 1.27 | -27.1% | -3.62% |
| AGF-B TO AGF Management |
5.33% | 58.9% | 232% | 8.13 | 7.1 | 1.25 | 79.0% | 18.1% |
| FHI NYSE Federated Investors |
9.04% | 41.7% | 170% | 12.7 | 11 | 0.99 | 26.8% | 22.9% |
| PNNT NYSE PennantPark Investment |
5.32% | 5.39% | 297% | 9.56 | 10 | 0.28 | -21.9% | -23.3% |
| OFS NASDAQ OFS Capital |
-1.05% | 13% | 265% | 3.76 | 9.2 | 1.67 | -33.2% | -23.5% |
| ARES NYSE Ares Management |
5.8% | 29% | 430% | 100 | 35.1 | 0.63 | 22.1% | -6.74% |
| BK NYSE The Bank of New York Mellon |
4.64% | 56.4% | 181% | 15.3 | 13.9 | 1.24 | 32.4% | 10.4% |
| GBDC NASDAQ Golub Capital BDC |
2.5% | 6% | 115% | 13.6 | 10.3 | 1.51 | 1.60% | -11.5% |
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 | 2.19% | 2.63% | 4.01% |
| 3 Months | 7.95% | 12.15% | 17.14% |
| 12 Months | 1.19% | 25.34% | 13.46% |
| 5 Years | 63.35% | 142.35% | 112.73% |
| Trend Score (consistency of price movement) | EFR | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 77.2% | 83.5% | 90.3% |
| 3 Months | 87.1% | 86.2% | 97.5% |
| 12 Months | 1.7% | 78.1% | 46.4% |
| 5 Years | 75.7% | 75.2% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th51.50 | -0.43% | -1.75% |
| 3 Month | %th40.50 | -3.75% | -7.85% |
| 12 Month | %th37.50 | -19.27% | -10.82% |
| 5 Years | %th58.00 | -32.60% | -23.21% |
FAQs
Does Eaton Vance Senior (EFR) outperform the market?
No,
over the last 12 months EFR made 1.19%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 25.34%.
Over the last 3 months EFR made 7.95%, while XLF made 12.15%.
Performance Comparison EFR vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
EFR vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.7% | -1.8% | -10.5% | -12% |
| US NASDAQ 100 | QQQ | -0.6% | -2% | -12.5% | -12% |
| German DAX 40 | DAX | -1.1% | 1% | -22.6% | -29% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.9% | -2.4% | -14.9% | -18% |
| Hongkong Hang Seng | HSI | -1.6% | -0.6% | -32.5% | -34% |
| India NIFTY 50 | INDA | 0.6% | 3% | -10.9% | 4% |
| Brasil Bovespa | EWZ | 3.5% | 2.8% | -25.5% | -0% |
EFR vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.7% | 0.5% | -13.8% | -23% |
| Consumer Discretionary | XLY | -1.6% | -1.2% | -2.8% | -17% |
| Consumer Staples | XLP | 1.3% | 2.3% | -9.5% | -6% |
| Energy | XLE | -3.7% | -1.9% | -2.9% | -1% |
| Financial | XLF | 0.7% | -0.4% | -12.8% | -24% |
| Health Care | XLV | -0.9% | 2.1% | 1% | 8% |
| Industrial | XLI | -1.1% | -2.3% | -16.3% | -22% |
| Materials | XLB | -1.4% | -2.3% | -11.1% | -3% |
| Real Estate | XLRE | -0.5% | 2.3% | -9% | -7% |
| Technology | XLK | -0.6% | -4.4% | -15.6% | -10% |
| Utilities | XLU | -0.8% | -0.4% | -14.5% | -19% |
| Aerospace & Defense | XAR | -1.4% | -4.7% | -30.5% | -48% |
| Biotech | XBI | -4.4% | -1% | -0.2% | 12% |
| Homebuilder | XHB | -3.8% | -6.6% | -3.9% | 2% |
| Retail | XRT | -0.7% | -1.1% | -5.6% | -5% |
EFR vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -1.3% | -1.11% | 3.45% | 6% |
| Natural Gas | UNG | 1% | 8.7% | 15.6% | 3% |
| Gold | GLD | -0.8% | 1.9% | -28.4% | -37% |
| Silver | SLV | -5% | -4.1% | -32.5% | -21% |
| Copper | CPER | -11% | -12.8% | -30% | -22% |
EFR vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0.2% | 2.2% | -5.2% | 6% |
| iShares High Yield Corp. Bond | HYG | -0.2% | 1.1% | -7.5% | -8% |