NXE vs. EFR
Compare and contrast key facts about NexGen Energy Ltd. (NXE) and Eaton Vance Senior Floating-Rate Trust (EFR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NXE or EFR.
Key characteristics
| NXE | EFR | |
|---|---|---|
| YTD Return | 8.86% | 6.23% |
| 1Y Return | 99.48% | 25.99% |
| 3Y Return (Ann) | 26.18% | 6.64% |
| 5Y Return (Ann) | 38.15% | 7.78% |
| 10Y Return (Ann) | 41.95% | 5.98% |
| Sharpe Ratio | 2.00 | 2.39 |
| Daily Std Dev | 47.71% | 10.71% |
| Max Drawdown | -82.98% | -60.68% |
| Current Drawdown | -13.51% | -0.46% |
Fundamentals
| NXE | EFR | |
|---|---|---|
| Market Cap | $4.30B | $383.36M |
| EPS | $0.12 | $1.69 |
| PE Ratio | 66.33 | 7.78 |
| PEG Ratio | 0.00 | 0.00 |
| Revenue (TTM) | $0.00 | $45.89M |
| Gross Profit (TTM) | $0.00 | $35.20M |
| EBITDA (TTM) | -$83.72M | -$34.91M |
Correlation
The correlation between NXE and EFR is 0.16, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
NXE vs. EFR - Performance Comparison
In the year-to-date period, NXE achieves a 8.86% return, which is significantly higher than EFR's 6.23% return. Over the past 10 years, NXE has outperformed EFR with an annualized return of 41.95%, while EFR has yielded a comparatively lower 5.98% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
NXE vs. EFR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for NexGen Energy Ltd. (NXE) and Eaton Vance Senior Floating-Rate Trust (EFR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
NXE vs. EFR - Dividend Comparison
NXE has not paid dividends to shareholders, while EFR's dividend yield for the trailing twelve months is around 9.56%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NXE NexGen Energy Ltd. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EFR Eaton Vance Senior Floating-Rate Trust | 9.56% | 9.42% | 9.65% | 5.61% | 5.87% | 7.31% | 7.39% | 5.37% | 5.77% | 7.51% | 6.08% | 6.93% |
Drawdowns
NXE vs. EFR - Drawdown Comparison
The maximum NXE drawdown since its inception was -82.98%, which is greater than EFR's maximum drawdown of -60.68%. Use the drawdown chart below to compare losses from any high point for NXE and EFR. For additional features, visit the drawdowns tool.
Volatility
NXE vs. EFR - Volatility Comparison
NexGen Energy Ltd. (NXE) has a higher volatility of 16.39% compared to Eaton Vance Senior Floating-Rate Trust (EFR) at 2.33%. This indicates that NXE's price experiences larger fluctuations and is considered to be riskier than EFR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
NXE vs. EFR - Financials Comparison
This section allows you to compare key financial metrics between NexGen Energy Ltd. and Eaton Vance Senior Floating-Rate Trust. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities