Overview Performance Dividends Peer Group Options

(EFGN) EFG International - Performance 13.8% in 12m

Compare EFGN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating 81.42%
#33 in Group
Rel. Strength 71.95%
#2233 in Universe
Total Return 12m 13.82%
#53 in Group
Total Return 5y 210.11%
#38 in Group
P/E 13.2
68th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -16.96%
24th Percentile in Group

12m Total Return: EFGN (13.8%) vs XLF (21.5%)

Compare overall performance (total returns) of EFG International with its related sector ETF XLF

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (EFGN) EFG International - Performance 13.8% in 12m

Top Performers in Diversified Banks

Short Term
Symbol 1w 1m 3m
EFGN 2.84% 20.1% -2.93%
BBD 13.5% 26.1% 31.8%
PCZ 5.31% 32.0% 21.9%
SHB-B 0.10% 29.0% 22.6%
Long Term
Symbol 6m 12m 5y
EFGN 13.1% 13.8% 210%
SUPV 55.3% 114% 659%
BCP 30.0% 84.4% 572%
NWG 33.8% 72.0% 516%
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
BCP LS
Banco Comercial Portugues		 20.9% 84.4% 572% 9.4 7.34 1.86 -98.8% -
NWG NYSE
Natwest		 14.7% 72% 516% 8.6 8 0.55 79.6% 54.7%
MUFG NYSE
Mitsubishi UFJ Financial		 5.83% 23.8% 281% 10.6 9.77 0.88 40.0% 8.83%
GGAL NASDAQ
Grupo Financiero Galicia		 12.7% 78.5% 737% 7.23 3.47 0.75 80.2% 620%
SMFG NYSE
Sumitomo Mitsui Financial		 5.34% 25.9% 229% 10.3 9.23 0.76 50.5% 52.7%
MFG NYSE
Mizuho Financial		 6.25% 32.3% 173% 10.4 9.36 0.82 -19.9% 25.5%
BCY XETRA
Barclays		 30% 51.2% 267% 8.26 7.2 0.81 -8.20% -5.43%
BMO TO
Bank of Montreal		 8.42% 14.2% 159% 12.6 11.5 1.17 -42.4% 2.3%

Performance Comparison: EFGN vs XLF vs S&P 500

XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for EFGN
Total Return (including Dividends) EFGN XLF S&P 500
1 Month 20.11% 5.57% 2.87%
3 Months -2.93% -2.66% -6.42%
12 Months 13.82% 21.52% 9.87%
5 Years 210.11% 150.42% 107.51%
Trend Score (consistency of price movement) EFGN XLF S&P 500
1 Month 97.0% 93.3% 89.4%
3 Months -70.0% -60.3% -72%
12 Months 38.4% 81.8% 49.3%
5 Years 96.6% 75.2% 84.1%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #63 13.8% 16.8%
3 Month #55 -0.27% 3.73%
12 Month #53 -5.97% 3.73%
5 Years #38 23.8% 49.5%

FAQs

Does EFGN EFG International outperforms the market?

No, over the last 12 months EFGN made 13.82%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 21.52%.
Over the last 3 months EFGN made -2.93%, while XLF made -2.66%.

Performance Comparison EFGN vs Indeces and Sectors

EFGN vs. Indices EFGN is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY 3.27% 17.2% 18.2% 3.95%
US NASDAQ 100 QQQ 3.02% 15.4% 17.8% 2.50%
US Dow Jones Industrial 30 DIA 2.99% 18.5% 19.2% 7.45%
German DAX 40 DAX 1.15% 0.83% -7.37% -11.3%
Shanghai Shenzhen CSI 300 CSI 300 2.61% 13.8% 19.0% 8.19%
Hongkong Hang Seng HSI -0.25% 3.90% 8.72% 1.73%
India NIFTY 50 INDA 5.66% 17.8% 16.3% 11.5%
Brasil Bovespa EWZ 1.22% 8.58% 9.0% 20.3%

EFGN vs. Sectors EFGN is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC 3.09% 16.4% 12.0% -6.51%
Consumer Discretionary XLY 2.35% 16.6% 20.4% -0.23%
Consumer Staples XLP 3.64% 18.1% 11.3% 6.26%
Energy XLE 2.29% 20.0% 24.2% 23.6%
Financial XLF 2.64% 14.5% 12.3% -7.70%
Health Care XLV 7.06% 24.5% 23.4% 19.7%
Industrial XLI 1.70% 12.7% 17.2% 3.83%
Materials XLB 3.28% 15.4% 22.3% 19.9%
Real Estate XLRE 3.60% 14.0% 15.8% 0.36%
Technology XLK 2.38% 13.4% 20.5% 6.82%
Utilities XLU 2.23% 14.5% 10.4% -2.09%
Aerospace & Defense XAR 2.76% 10.8% 8.91% -11.3%
Biotech XBI 11.4% 18.1% 39.3% 27.8%
Homebuilder XHB 3.71% 17.0% 31.8% 23.6%
Retail XRT 3.12% 16.5% 24.5% 18.1%

EFGN vs. Commodities EFGN is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO -1.22% 21.6% 19.2% 26.8%
Natural Gas UNG -0.76% 23.4% -24.5% 1.65%
Gold GLD -0.13% 12.6% -13.7% -27.6%
Silver SLV 0.50% 13.9% 6.52% -1.42%
Copper CPER 3.39% 15.8% 4.59% 12.5%

EFGN vs. Yields & Bonds EFGN is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 3.62% 21.8% 16.5% 13.8%
iShares High Yield Corp. Bond HYG 2.83% 18.6% 11.6% 5.66%