(EFT) Eaton Vance Floating - Performance 0.3% in 12m
EFT performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
49.90%
#60 in Peer-Group
Rel. Strength
40.62%
#4510 in Stock-Universe
Total Return 12m
0.29%
#134 in Peer-Group
Total Return 5y
61.73%
#62 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 8.53 |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 13.05 USD |
| 52 Week Low | 10.77 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 52.97 |
| Buy/Sell Signal +-5 | 0.30 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: EFT (0.3%) vs XLF (24.4%)
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 |
|---|---|---|---|---|---|---|---|---|
| AGF-B TO AGF Management |
6.25% | 53.9% | 215% | 8.21 | 6.91 | 1.25 | 76.9% | 18.1% |
| ARES NYSE Ares Management |
-1.39% | 26.5% | 394% | 99.3 | 34.5 | 0.63 | 22.1% | -6.74% |
| TSLX NYSE Sixth Street Specialty |
1.87% | 17.7% | 136% | 12.4 | 11.4 | 1.27 | -27.1% | -3.62% |
| BK NYSE The Bank of New York Mellon |
-0.62% | 58.3% | 166% | 14.7 | 13.3 | 1.18 | 28.1% | 10.4% |
| PNNT NYSE PennantPark Investment |
-2.47% | 1.79% | 238% | 9.22 | 9.73 | 0.28 | -21.9% | -23.3% |
| OFS NASDAQ OFS Capital |
3.67% | 6.51% | 214% | 4.02 | 9.2 | 1.67 | -33.2% | -23.5% |
| FHI NYSE Federated Investors |
-2.07% | 37% | 124% | 11.8 | 10.2 | 0.92 | 26.8% | 22.9% |
| APO NYSE Apollo Global Management |
-7.19% | 15.4% | 183% | 23.1 | 17.1 | 1.37 | 3.80% | -28.4% |
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 | 0.93% | -2.67% | 0.45% |
| 3 Months | -1.51% | 2.71% | 5.67% |
| 12 Months | 0.29% | 24.41% | 10.61% |
| 5 Years | 61.73% | 130.02% | 107.31% |
| Trend Score (consistency of price movement) | EFT | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 85.5% | -11.6% | 79.9% |
| 3 Months | 22% | 64.3% | 74.7% |
| 12 Months | 2% | 78.8% | 43.2% |
| 5 Years | 72.7% | 75.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #63 | 3.70% | 0.48% |
| 3 Month | #114 | -4.12% | -6.80% |
| 12 Month | #137 | -19.39% | -9.33% |
| 5 Years | #86 | -29.69% | -21.99% |
FAQs
Does Eaton Vance Floating (EFT) outperform the market?
No,
over the last 12 months EFT made 0.29%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 24.41%.
Over the last 3 months EFT made -1.51%, while XLF made 2.71%.
Performance Comparison EFT vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
EFT vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1% | 0.5% | -3.6% | -10% |
| US NASDAQ 100 | QQQ | 1% | -0.4% | -3.1% | -9% |
| German DAX 40 | DAX | 2.4% | 3.1% | -19.3% | -29% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0% | 1.3% | -3.7% | -11% |
| Hongkong Hang Seng | HSI | 0.4% | -3.8% | -22.4% | -28% |
| India NIFTY 50 | INDA | 2.6% | 2.7% | -2.7% | 2% |
| Brasil Bovespa | EWZ | -3.3% | -0.7% | -23.4% | -11% |
EFT vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.3% | -0.6% | -7.5% | -23% |
| Consumer Discretionary | XLY | 2.9% | 4.1% | 7.7% | -17% |
| Consumer Staples | XLP | 1.5% | 3.1% | -4.2% | -6% |
| Energy | XLE | -4.2% | -4.2% | -8.1% | -3% |
| Financial | XLF | 1.6% | 3.6% | -7.2% | -24% |
| Health Care | XLV | 1.7% | 1.6% | -0.7% | 7% |
| Industrial | XLI | 1.2% | 2.1% | -9.5% | -18% |
| Materials | XLB | 1.9% | 0.9% | -4.3% | 1% |
| Real Estate | XLRE | 1.1% | 1.7% | -4.2% | -12% |
| Technology | XLK | -0.2% | -2% | -4.9% | -5% |
| Utilities | XLU | 0.7% | 3.6% | -10.4% | -19% |
| Aerospace & Defense | XAR | -0.3% | -4% | -21.1% | -42% |
| Biotech | XBI | 3.8% | -2.1% | 9.2% | 10% |
| Homebuilder | XHB | 5.1% | 7.6% | 12.3% | 11% |
| Retail | XRT | 3.5% | 1% | 3% | -2% |
EFT vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -14.9% | -19.2% | -16.3% | -6% |
| Natural Gas | UNG | -9.4% | -11.4% | -25.6% | 9% |
| Gold | GLD | -1.7% | -3.7% | -31.9% | -45% |
| Silver | SLV | -1.5% | -13.8% | -25.4% | -25% |
| Copper | CPER | 2.4% | -2.1% | -19.8% | -9% |
EFT vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -0.7% | 0% | -1.6% | 4% |
| iShares High Yield Corp. Bond | HYG | 0.2% | 0.4% | -7% | -9% |