NXE vs. EFR
Compare and contrast key facts about NexGen Energy Ltd. (NXE) and Eaton Vance Senior Floating-Rate Trust (EFR).
Performance
NXE vs. EFR - Performance Comparison
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NXE vs. EFR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NXE NexGen Energy Ltd. | 26.09% | 39.39% | -5.71% | 58.01% | 1.37% | 58.33% | 115.62% | -28.09% | -30.47% | 48.75% |
EFR Eaton Vance Senior Floating-Rate Trust | -4.62% | -4.85% | 11.32% | 29.25% | -18.73% | 22.88% | 0.83% | 16.43% | -6.96% | 3.37% |
Fundamentals
NXE:
$0.00
EFR:
$93.95M
NXE:
-$563.54K
EFR:
$86.69M
NXE:
-$251.37M
EFR:
$109.68M
Returns By Period
In the year-to-date period, NXE achieves a 26.09% return, which is significantly higher than EFR's -4.62% return. Over the past 10 years, NXE has outperformed EFR with an annualized return of 23.11%, while EFR has yielded a comparatively lower 5.99% annualized return.
NXE
- 1D
- 0.00%
- 1M
- -12.78%
- YTD
- 26.09%
- 6M
- 27.75%
- 1Y
- 152.72%
- 3Y*
- 44.68%
- 5Y*
- 25.01%
- 10Y*
- 23.11%
EFR
- 1D
- -1.23%
- 1M
- -1.41%
- YTD
- -4.62%
- 6M
- -4.96%
- 1Y
- -6.56%
- 3Y*
- 7.41%
- 5Y*
- 3.48%
- 10Y*
- 5.99%
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Return for Risk
NXE vs. EFR — Risk / Return Rank
NXE
EFR
NXE vs. EFR - Risk-Adjusted Trends 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.
| NXE | EFR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.76 | -0.52 | +3.28 |
Sortino ratioReturn per unit of downside risk | 3.30 | -0.62 | +3.93 |
Omega ratioGain probability vs. loss probability | 1.39 | 0.89 | +0.49 |
Calmar ratioReturn relative to maximum drawdown | 6.98 | -0.61 | +7.59 |
Martin ratioReturn relative to average drawdown | 18.55 | -1.55 | +20.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NXE | EFR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.76 | -0.52 | +3.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.27 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.40 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.28 | +0.29 |
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.
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 9.63%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 | 9.63% | 9.53% | 9.76% | 10.37% | 10.39% | 5.62% | 6.39% | 7.34% | 7.46% | 5.42% | 5.82% | 6.95% |
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 -60.55%. Use the drawdown chart below to compare losses from any high point for NXE and EFR.
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Drawdown Indicators
| NXE | EFR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.98% | -60.55% | -22.43% |
Max Drawdown (1Y)Largest decline over 1 year | -22.70% | -11.55% | -11.15% |
Max Drawdown (5Y)Largest decline over 5 years | -54.28% | -25.07% | -29.21% |
Max Drawdown (10Y)Largest decline over 10 years | -82.98% | -42.04% | -40.94% |
Current DrawdownCurrent decline from peak | -16.67% | -13.40% | -3.27% |
Average DrawdownAverage peak-to-trough decline | -28.88% | -8.98% | -19.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.53% | 4.66% | +3.87% |
Volatility
NXE vs. EFR - Volatility Comparison
NexGen Energy Ltd. (NXE) has a higher volatility of 13.91% compared to Eaton Vance Senior Floating-Rate Trust (EFR) at 4.87%. 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.
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Volatility by Period
| NXE | EFR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.91% | 4.87% | +9.04% |
Volatility (6M)Calculated over the trailing 6-month period | 41.04% | 6.24% | +34.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 55.69% | 12.70% | +42.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 58.62% | 13.02% | +45.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 62.08% | 14.95% | +47.13% |
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