(FNK) First Trust Mid Cap - Performance 1.8% in 12m
FNK performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
56.75%
#33 in Peer-Group
Rel. Strength
41.85%
#4337 in Stock-Universe
Total Return 12m
1.80%
#50 in Peer-Group
Total Return 5y
113.75%
#18 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 57.78 USD |
| 52 Week Low | 43.24 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 74.74 |
| Buy/Sell Signal +-5 | 0.07 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: FNK (1.8%) vs QQQ (14.5%)
5y Drawdown (Underwater) Chart
Top Performer in Mid-Cap Value
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 |
|---|---|---|---|---|---|---|---|---|
| AUSF NYSE ARCA Global X Adaptive U.S. |
1.16% | 13.9% | 146% | - | - | - | - | - |
| WTV NYSE ARCA WisdomTree Trust |
1.77% | 17.6% | 146% | - | - | - | - | - |
| RPV NYSE ARCA Invesco SP500 Pure Value |
2.5% | 12.7% | 126% | - | - | - | - | - |
| PKW NASDAQ Invesco BuyBack Achievers |
2.62% | 17.2% | 131% | - | - | - | - | - |
| TPHD NYSE ARCA Timothy Plan High Dividend |
1.73% | 8.68% | 100% | - | - | - | - | - |
| ONEY NYSE ARCA SPDR Russell 1000 Yield |
0.93% | 6.1% | 123% | - | - | - | - | - |
| RWK NYSE ARCA Invesco S&P MidCap 400 |
2.13% | 5.64% | 149% | - | - | - | - | - |
| RDIV NYSE ARCA Invesco S&P Ultra Dividend |
1.33% | 9.2% | 122% | - | - | - | - | - |
Performance Comparison: FNK vs QQQ vs S&P 500
QQQ (Invesco QQQ Trust ETF) is the Sector Benchmark for FNK
| Total Return (including Dividends) | FNK | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | 1.47% | 3.68% | 2.95% |
| 3 Months | 0.23% | 10.13% | 6.01% |
| 12 Months | 1.80% | 14.53% | 13.19% |
| 5 Years | 113.75% | 131.73% | 117.19% |
| Trend Score (consistency of price movement) | FNK | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | 69.9% | 74.7% | 78.3% |
| 3 Months | 51.2% | 88.2% | 84.6% |
| 12 Months | -34.5% | 40.4% | 43.3% |
| 5 Years | 83.7% | 76.6% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #46 | -2.13% | -1.43% |
| 3 Month | #49 | -9.00% | -5.46% |
| 12 Month | #51 | -11.12% | -10.07% |
| 5 Years | #25 | -7.76% | -1.58% |
FAQs
Does First Trust Mid Cap (FNK) outperform the market?
No,
over the last 12 months FNK made 1.80%, while its related Sector, the Invesco QQQ Trust (QQQ) made 14.53%.
Over the last 3 months FNK made 0.23%, while QQQ made 10.13%.
Performance Comparison FNK vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
FNK vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.1% | -1.5% | -4.9% | -11% |
| US NASDAQ 100 | QQQ | -0.4% | -2.2% | -5.5% | -13% |
| German DAX 40 | DAX | 0.8% | 3.9% | -21.4% | -27% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.3% | -1.4% | -4.3% | -14% |
| Hongkong Hang Seng | HSI | -0.9% | -5.9% | -23.6% | -31% |
| India NIFTY 50 | INDA | -0% | 1% | -6.1% | 2% |
| Brasil Bovespa | EWZ | 2.2% | -0.4% | -28.7% | -5% |
FNK vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.2% | -2.1% | -10.1% | -23% |
| Consumer Discretionary | XLY | -1% | 1.9% | 4.2% | -18% |
| Consumer Staples | XLP | 0.1% | 2% | -7.1% | -5% |
| Energy | XLE | 5.2% | -2% | -5.3% | 6% |
| Financial | XLF | -1.3% | -0.2% | -9.5% | -24% |
| Health Care | XLV | 1.1% | -0.2% | -0.3% | 9% |
| Industrial | XLI | -0.3% | -0.1% | -12.2% | -18% |
| Materials | XLB | 0.8% | 0.4% | -6.9% | 2% |
| Real Estate | XLRE | -0.4% | -1.8% | -8.6% | -12% |
| Technology | XLK | -0.9% | -5.2% | -6.6% | -10% |
| Utilities | XLU | -0.5% | 0.9% | -11.6% | -19% |
| Aerospace & Defense | XAR | 0.1% | -2.9% | -22.7% | -41% |
| Biotech | XBI | -0.3% | -4.2% | 5.4% | 12% |
| Homebuilder | XHB | -4% | -0.4% | 3.6% | 6% |
| Retail | XRT | 0.2% | 0.2% | 0.4% | -1% |
FNK vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 13.1% | -7.03% | -2.54% | 10% |
| Natural Gas | UNG | 9.3% | 6.3% | -4.1% | 19% |
| Gold | GLD | 3.6% | 0.9% | -30.2% | -40% |
| Silver | SLV | 5.1% | -6.4% | -24.1% | -19% |
| Copper | CPER | -0.7% | -2% | -23% | -10% |
FNK vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0.7% | -0.9% | -4.7% | 5% |
| iShares High Yield Corp. Bond | HYG | 0.8% | 0.1% | -7.9% | -8% |