(FNX) First Trust Mid Cap - Performance -1.3% in 12m
Compare FNX with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
60.85%
#29 in Group
Rel. Strength
43.78%
#4474 in Universe
Total Return 12m
-1.32%
#62 in Group
Total Return 5y
103.04%
#12 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: FNX (-1.3%) vs QQQ (11.3%)
5y Drawdown (Underwater) Chart
Top Performers in Mid-Cap Blend
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 |
|---|---|---|---|---|---|---|---|---|
| VFMV BATS Vanguard U.S. Minimum |
3.15% | 12.6% | 75.4% | - | - | - | - | - |
| USMF BATS WisdomTree U.S. Multifactor |
4.61% | 10.8% | 90.2% | - | - | - | - | - |
| DEUS NYSE ARCA Xtrackers Russell US |
4.76% | 7.91% | 94.9% | - | - | - | - | - |
| TPLC NYSE ARCA Timothy Plan US Large/Mid |
5.37% | 4.91% | 91% | - | - | - | - | - |
| FLQM BATS Franklin LibertyQ U.S. Mid |
4.25% | 3.21% | 98.4% | - | - | - | - | - |
| BRNY NASDAQ Burney U.S. Factor Rotation |
5.8% | 14.1% | 70.4% | - | - | - | - | - |
| SPHB NYSE ARCA Invesco SP500 High Beta |
8.35% | 0.56% | 151% | - | - | - | - | - |
| EUSA NYSE ARCA iShares MSCI USA Equal |
4.48% | 6.72% | 89.4% | - | - | - | - | - |
Performance Comparison: FNX vs QQQ vs S&P 500
QQQ (Invesco QQQ Trust ETF) is the Sector Benchmark for FNX
| Total Return (including Dividends) | FNX | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | 5.28% | 4.71% | 2.87% |
| 3 Months | -9.23% | -7.66% | -6.42% |
| 12 Months | -1.32% | 11.32% | 9.87% |
| 5 Years | 103.04% | 121.95% | 107.51% |
| Trend Score (consistency of price movement) | FNX | QQQ | S&P 500 |
| 1 Month | 93.5% | 86.6% | 89.4% |
| 3 Months | -76.0% | -63.8% | -72% |
| 12 Months | 10.4% | 37.3% | 49.3% |
| 5 Years | 74.1% | 76.8% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
| 1 Month | #69 | 0.54% | 2.35% |
| 3 Month | #52 | -1.70% | -3.01% |
| 12 Month | #64 | -11.4% | -10.2% |
| 5 Years | #41 | -8.52% | -2.15% |
FAQs
Does FNX First Trust Mid Cap outperforms the market?
No,
over the last 12 months FNX made -1.32%, while its related Sector, the Invesco QQQ Trust (QQQ) made 11.32%.
Over the last 3 months FNX made -9.23%, while QQQ made -7.66%.
Over the last 3 months FNX made -9.23%, while QQQ made -7.66%.
Performance Comparison FNX vs Indeces and Sectors
FNX vs. Indices FNX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.99% | 2.41% | -7.39% | -11.2% |
| US NASDAQ 100 | QQQ | 0.74% | 0.57% | -7.80% | -12.6% |
| US Dow Jones Industrial 30 | DIA | 0.71% | 3.67% | -6.36% | -7.69% |
| German DAX 40 | DAX | -1.13% | -14.0% | -33.0% | -26.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.33% | -0.99% | -6.62% | -6.95% |
| Hongkong Hang Seng | HSI | -2.53% | -10.9% | -16.9% | -13.4% |
| India NIFTY 50 | INDA | 3.38% | 3.00% | -9.29% | -3.65% |
| Brasil Bovespa | EWZ | -1.06% | -6.25% | -16.6% | 5.16% |
FNX vs. Sectors FNX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.81% | 1.61% | -13.6% | -21.7% |
| Consumer Discretionary | XLY | 0.07% | 1.77% | -5.20% | -15.4% |
| Consumer Staples | XLP | 1.36% | 3.26% | -14.3% | -8.88% |
| Energy | XLE | 0.01% | 5.20% | -1.39% | 8.44% |
| Financial | XLF | 0.36% | -0.29% | -13.3% | -22.8% |
| Health Care | XLV | 4.78% | 9.66% | -2.16% | 4.60% |
| Industrial | XLI | -0.58% | -2.10% | -8.37% | -11.3% |
| Materials | XLB | 1.0% | 0.57% | -3.34% | 4.71% |
| Real Estate | XLRE | 1.32% | -0.84% | -9.77% | -14.8% |
| Technology | XLK | 0.10% | -1.46% | -5.12% | -8.32% |
| Utilities | XLU | -0.05% | -0.34% | -15.2% | -17.2% |
| Aerospace & Defense | XAR | 0.48% | -4.06% | -16.7% | -26.5% |
| Biotech | XBI | 9.07% | 3.26% | 13.7% | 12.7% |
| Homebuilder | XHB | 1.43% | 2.21% | 6.24% | 8.43% |
| Retail | XRT | 0.84% | 1.69% | -1.10% | 3.0% |