(FNK) First Trust Mid Cap - Performance -5.6% in 12m
Compare FNK with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
63.89%
#31 in Group
Rel. Strength
38.01%
#4933 in Universe
Total Return 12m
-5.63%
#50 in Group
Total Return 5y
120.49%
#20 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: FNK (-5.6%) vs QQQ (11.3%)
5y Drawdown (Underwater) Chart
Top Performers 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. |
4.03% | 10.9% | 145% | - | - | - | - | - |
| WTV NYSE ARCA WisdomTree Trust |
3.64% | 11.7% | 143% | - | - | - | - | - |
| VUSE NYSE ARCA Vident Core U.S. Equity |
6.05% | 11% | 142% | - | - | - | - | - |
| RPV NYSE ARCA Invesco SP500 Pure Value |
3.35% | 7.13% | 128% | - | - | - | - | - |
| ONEY NYSE ARCA SPDR Russell 1000 Yield |
3.25% | 2.16% | 127% | - | - | - | - | - |
| PKW NASDAQ Invesco BuyBack Achievers |
6.29% | 9.27% | 125% | - | - | - | - | - |
| TPHD NYSE ARCA Timothy Plan High Dividend |
4.1% | 4.18% | 97.9% | - | - | - | - | - |
| RDIV NYSE ARCA Invesco S&P Ultra Dividend |
3.07% | 7.14% | 125% | - | - | - | - | - |
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 | 4.10% | 4.71% | 2.87% |
| 3 Months | -8.45% | -7.66% | -6.42% |
| 12 Months | -5.63% | 11.32% | 9.87% |
| 5 Years | 120.49% | 121.95% | 107.51% |
| Trend Score (consistency of price movement) | FNK | QQQ | S&P 500 |
| 1 Month | 93.2% | 86.6% | 89.4% |
| 3 Months | -80.0% | -63.8% | -72% |
| 12 Months | -6.10% | 37.3% | 49.3% |
| 5 Years | 84.5% | 76.8% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
| 1 Month | #52 | -0.59% | 1.20% |
| 3 Month | #48 | -0.85% | -2.17% |
| 12 Month | #52 | -15.2% | -14.1% |
| 5 Years | #29 | -0.66% | 6.26% |
FAQs
Does FNK First Trust Mid Cap outperforms the market?
No,
over the last 12 months FNK made -5.63%, while its related Sector, the Invesco QQQ Trust (QQQ) made 11.32%.
Over the last 3 months FNK made -8.45%, while QQQ made -7.66%.
Over the last 3 months FNK made -8.45%, while QQQ made -7.66%.
Performance Comparison FNK vs Indeces and Sectors
FNK vs. Indices FNK is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.83% | 1.23% | -7.57% | -15.5% |
| US NASDAQ 100 | QQQ | 1.58% | -0.61% | -7.98% | -17.0% |
| US Dow Jones Industrial 30 | DIA | 1.55% | 2.49% | -6.54% | -12.0% |
| German DAX 40 | DAX | -0.29% | -15.2% | -33.2% | -30.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.17% | -2.17% | -6.80% | -11.3% |
| Hongkong Hang Seng | HSI | -1.69% | -12.1% | -17.1% | -17.7% |
| India NIFTY 50 | INDA | 4.22% | 1.82% | -9.47% | -7.96% |
| Brasil Bovespa | EWZ | -0.22% | -7.43% | -16.8% | 0.85% |
FNK vs. Sectors FNK is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.65% | 0.43% | -13.8% | -26.0% |
| Consumer Discretionary | XLY | 0.91% | 0.59% | -5.38% | -19.7% |
| Consumer Staples | XLP | 2.20% | 2.08% | -14.5% | -13.2% |
| Energy | XLE | 0.85% | 4.02% | -1.57% | 4.13% |
| Financial | XLF | 1.20% | -1.47% | -13.5% | -27.2% |
| Health Care | XLV | 5.62% | 8.48% | -2.34% | 0.29% |
| Industrial | XLI | 0.26% | -3.28% | -8.55% | -15.6% |
| Materials | XLB | 1.84% | -0.61% | -3.52% | 0.40% |
| Real Estate | XLRE | 2.16% | -2.02% | -9.95% | -19.1% |
| Technology | XLK | 0.94% | -2.64% | -5.30% | -12.6% |
| Utilities | XLU | 0.79% | -1.52% | -15.3% | -21.5% |
| Aerospace & Defense | XAR | 1.32% | -5.24% | -16.9% | -30.8% |
| Biotech | XBI | 9.91% | 2.08% | 13.5% | 8.39% |
| Homebuilder | XHB | 2.27% | 1.03% | 6.06% | 4.12% |
| Retail | XRT | 1.68% | 0.51% | -1.28% | -1.31% |