(EFT) Eaton Vance Floating - Performance 0.3% in 12m
Compare EFT with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
59.65%
#51 in Group
Rel. Strength
42.63%
#4579 in Universe
Total Return 12m
0.26%
#149 in Group
Total Return 5y
75.70%
#64 in Group
P/E 8.16
32th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 5.82%
78th Percentile in Group
12m Total Return: EFT (0.3%) 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: EFT vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for EFT
| Total Return (including Dividends) | EFT | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -2.25% | -2.11% | -0.87% |
| 3 Months | -8.01% | -4.92% | -7.58% |
| 12 Months | 0.26% | 22.69% | 11.88% |
| 5 Years | 75.70% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | EFT | XLF | S&P 500 |
| 1 Month | 24.6% | 27.8% | 23% |
| 3 Months | -93.4% | -81% | -88.5% |
| 12 Months | 33.8% | 83.7% | 55.1% |
| 5 Years | 73.2% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #112 | -0.14% | -1.39% |
| 3 Month | #130 | -3.25% | -0.47% |
| 12 Month | #148 | -18.3% | -10.4% |
| 5 Years | #83 | -28.3% | -16.5% |
FAQs
Does EFT Eaton Vance Floating outperforms the market?
No,
over the last 12 months EFT made 0.26%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months EFT made -8.01%, while XLF made -4.92%.
Over the last 3 months EFT made -8.01%, while XLF made -4.92%.
Performance Comparison EFT vs Indeces and Sectors
EFT vs. Indices EFT is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.04% | -1.38% | -0.97% | -11.6% |
| US NASDAQ 100 | QQQ | -2.07% | -3.65% | -1.40% | -12.4% |
| US Dow Jones Industrial 30 | DIA | -0.10% | 0.93% | -0.88% | -8.94% |
| German DAX 40 | DAX | 0.19% | -3.57% | -20.5% | -24.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.92% | 0.57% | 2.02% | -5.70% |
| Hongkong Hang Seng | HSI | -0.05% | -2.31% | -2.89% | -13.6% |
| India NIFTY 50 | INDA | 1.80% | -6.31% | -1.26% | -2.81% |
| Brasil Bovespa | EWZ | -0.24% | -6.85% | -4.67% | 6.08% |
EFT vs. Sectors EFT is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.29% | -1.20% | -7.10% | -23.7% |
| Consumer Discretionary | XLY | -1.12% | -2.15% | -3.48% | -13.1% |
| Consumer Staples | XLP | 2.46% | -2.45% | -6.28% | -10.9% |
| Energy | XLE | 3.44% | 11.6% | 4.82% | 11.4% |
| Financial | XLF | 0.35% | -0.14% | -8.57% | -22.4% |
| Health Care | XLV | -0.96% | 1.54% | 0.72% | -1.46% |
| Industrial | XLI | -1.46% | -2.36% | -1.68% | -9.33% |
| Materials | XLB | -0.43% | 0.18% | 6.44% | 3.78% |
| Real Estate | XLRE | 0.48% | -0.94% | -0.08% | -17.8% |
| Technology | XLK | -3.49% | -3.94% | 2.37% | -7.47% |
| Utilities | XLU | 1.80% | -2.31% | -3.09% | -21.6% |
| Aerospace & Defense | XAR | -1.99% | -8.64% | -14.5% | -26.3% |
| Biotech | XBI | -2.34% | -4.53% | 11.7% | 2.09% |
| Homebuilder | XHB | -0.35% | 0.02% | 13.8% | 7.29% |
| Retail | XRT | 0.53% | -1.69% | 4.60% | 3.0% |