(EFAA) Invesco Actively - Performance 5.6% in 12m
Compare EFAA with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
25.72%
#58 in Group
Rel. Strength
72.68%
#2181 in Universe
Total Return 12m
5.55%
#56 in Group
Total Return 5y
5.55%
#62 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: EFAA (5.6%) vs SPY (11.9%)
5y Drawdown (Underwater) Chart
Top Performers in Derivative Income
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 |
|---|---|---|---|---|---|---|---|---|
| SIXH NYSE ARCA ETC 6 Meridian Hedged |
-0.25% | 12.5% | 69.1% | - | - | - | - | - |
| DIVO NYSE ARCA Amplify CWP Enhanced |
-1.94% | 11% | 87.9% | - | - | - | - | - |
| JEPI NYSE ARCA JPMorgan Equity Premium |
-2.01% | 7.1% | 69.3% | - | - | - | - | - |
| FTHI NASDAQ First Trust BuyWrite Income |
-0.63% | 8.13% | 68.3% | - | - | - | - | - |
| PUTW NYSE ARCA WisdomTree CBOE SP500 |
-1.32% | 7.31% | 72.4% | - | - | - | - | - |
| PBP NYSE ARCA Invesco SP500 BuyWrite |
-1.62% | 9.58% | 61.6% | - | - | - | - | - |
| XYLD NYSE ARCA Global X SP500 Covered |
-1.91% | 8.49% | 61.3% | - | - | - | - | - |
| XYLG NYSE ARCA Global X SP500 Covered |
-1.15% | 10.3% | 59.3% | - | - | - | - | - |
Performance Comparison: EFAA vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for EFAA
| Total Return (including Dividends) | EFAA | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 2.53% | -0.87% | -0.87% |
| 3 Months | 5.42% | -7.58% | -7.58% |
| 12 Months | 5.55% | 11.88% | 11.88% |
| 5 Years | 5.55% | 110.33% | 110.33% |
| Trend Score (consistency of price movement) | EFAA | SPY | S&P 500 |
| 1 Month | 82.2% | 23% | 23% |
| 3 Months | 31.1% | -88.5% | -88.5% |
| 12 Months | 42.0% | 55.1% | 55.1% |
| 5 Years | 42.0% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #17 | 3.42% | 3.42% |
| 3 Month | #7 | 14.1% | 14.1% |
| 12 Month | #10 | 5.02% | 5.02% |
| 5 Years | #11 | 5.02% | 5.02% |
FAQs
Does EFAA Invesco Actively outperforms the market?
No,
over the last 12 months EFAA made 5.55%, while its related Sector, the SPDR SP500 Trust (SPY) made 11.88%.
Over the last 3 months EFAA made 5.42%, while SPY made -7.58%.
Over the last 3 months EFAA made 5.42%, while SPY made -7.58%.
Performance Comparison EFAA vs Indeces and Sectors
EFAA vs. Indices EFAA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.66% | 3.40% | 8.77% | -6.33% |
| US NASDAQ 100 | QQQ | -2.69% | 1.13% | 8.34% | -7.12% |
| US Dow Jones Industrial 30 | DIA | -0.72% | 5.71% | 8.86% | -3.65% |
| German DAX 40 | DAX | -0.43% | 1.21% | -10.8% | -19.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.30% | 5.35% | 11.8% | -0.41% |
| Hongkong Hang Seng | HSI | -0.67% | 2.47% | 6.85% | -8.34% |
| India NIFTY 50 | INDA | 1.18% | -1.53% | 8.48% | 2.48% |
| Brasil Bovespa | EWZ | -0.86% | -2.07% | 5.07% | 11.4% |
EFAA vs. Sectors EFAA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.91% | 3.58% | 2.64% | -18.4% |
| Consumer Discretionary | XLY | -1.74% | 2.63% | 6.26% | -7.77% |
| Consumer Staples | XLP | 1.84% | 2.33% | 3.46% | -5.65% |
| Energy | XLE | 2.82% | 16.4% | 14.6% | 16.6% |
| Financial | XLF | -0.27% | 4.64% | 1.17% | -17.1% |
| Health Care | XLV | -1.58% | 6.32% | 10.5% | 3.83% |
| Industrial | XLI | -2.08% | 2.42% | 8.06% | -4.04% |
| Materials | XLB | -1.05% | 4.96% | 16.2% | 9.07% |
| Real Estate | XLRE | -0.14% | 3.84% | 9.66% | -12.5% |
| Technology | XLK | -4.11% | 0.84% | 12.1% | -2.18% |
| Utilities | XLU | 1.18% | 2.47% | 6.65% | -16.3% |
| Aerospace & Defense | XAR | -2.61% | -3.86% | -4.76% | -21.0% |
| Biotech | XBI | -2.96% | 0.25% | 21.4% | 7.38% |
| Homebuilder | XHB | -0.97% | 4.80% | 23.6% | 12.6% |
| Retail | XRT | -0.09% | 3.09% | 14.3% | 8.29% |