(FNX) First Trust Mid Cap - Performance 10.9% in 12m
FNX performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
54.71%
#40 in Peer-Group
Rel. Strength
52.87%
#3634 in Stock-Universe
Total Return 12m
10.86%
#64 in Peer-Group
Total Return 5y
99.42%
#12 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 126.20 USD |
| 52 Week Low | 94.70 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 96.60 |
| Buy/Sell Signal +-5 | 1.67 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: FNX (10.9%) vs QQQ (13.9%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
2.14% | 16.1% | 78.8% | - | - | - | - | - |
| USMF BATS WisdomTree U.S. Multifactor |
1.97% | 15.6% | 83.3% | - | - | - | - | - |
| SPHB NYSE ARCA Invesco SP500 High Beta |
11.1% | 18.5% | 161% | - | - | - | - | - |
| TPLC NYSE ARCA Timothy Plan US Large/Mid |
3.46% | 13.7% | 89.8% | - | - | - | - | - |
| XMMO NYSE ARCA Invesco S&P MidCap Momentum |
4.08% | 15.8% | 126% | - | - | - | - | - |
| EUSA NYSE ARCA iShares MSCI USA Equal |
4.48% | 16.1% | 87.5% | - | - | - | - | - |
| IMCB NYSE ARCA iShares Morningstar Mid-Cap |
4.37% | 17.6% | 86.3% | - | - | - | - | - |
| VFMO BATS Vanguard U.S. Momentum |
4.91% | 16.3% | 108% | - | - | - | - | - |
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 | 5.66% | 5.60% | 5.22% |
| 3 Months | 14.61% | 23.56% | 16.86% |
| 12 Months | 10.86% | 13.91% | 14.81% |
| 5 Years | 99.42% | 122.00% | 111.83% |
| Trend Score (consistency of price movement) | FNX | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | 77.1% | 77.8% | 81% |
| 3 Months | 89.7% | 97.2% | 96.9% |
| 12 Months | -16% | 44.2% | 44.9% |
| 5 Years | 73.7% | 76.7% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th74.39 | 0.05% | 0.42% |
| 3 Month | %th8.54 | -7.25% | -1.93% |
| 12 Month | %th30.49 | -2.68% | -3.45% |
| 5 Years | %th59.76 | -10.17% | -5.86% |
FAQs
Does First Trust Mid Cap (FNX) outperform the market?
No,
over the last 12 months FNX made 10.86%, while its related Sector, the Invesco QQQ Trust (QQQ) made 13.91%.
Over the last 3 months FNX made 14.61%, while QQQ made 23.56%.
Performance Comparison FNX vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
FNX vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1% | 0.4% | -5% | -4% |
| US NASDAQ 100 | QQQ | 1.3% | 0.1% | -6.3% | -3% |
| German DAX 40 | DAX | 2% | 6.3% | -18.5% | -19% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.7% | 1.5% | -7.9% | -8% |
| Hongkong Hang Seng | HSI | 1.9% | -0.7% | -23.4% | -24% |
| India NIFTY 50 | INDA | 3% | 2.3% | -3.3% | 11% |
| Brasil Bovespa | EWZ | -1% | -2.6% | -31.7% | -1% |
FNX vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.6% | -0.9% | -9.7% | -16% |
| Consumer Discretionary | XLY | 0.3% | 2.8% | 2.9% | -8% |
| Consumer Staples | XLP | 0.6% | 5.7% | -4.9% | 1% |
| Energy | XLE | 1.7% | 0.7% | 0.2% | 13% |
| Financial | XLF | 0.5% | 1.2% | -9% | -19% |
| Health Care | XLV | 2.2% | 3.3% | 2.9% | 15% |
| Industrial | XLI | 0.3% | 1.4% | -12% | -14% |
| Materials | XLB | -0.9% | 1% | -9.6% | 5% |
| Real Estate | XLRE | 1.1% | 4.4% | -2.7% | -2% |
| Technology | XLK | 0.8% | -3.2% | -8.1% | -1% |
| Utilities | XLU | 2.3% | 5.7% | -6.4% | -12% |
| Aerospace & Defense | XAR | 2.2% | -2% | -22.2% | -38% |
| Biotech | XBI | 1.3% | 2.1% | 9% | 17% |
| Homebuilder | XHB | -2% | -2.9% | 2.9% | 6% |
| Retail | XRT | -2.1% | 1.4% | -0.5% | -0% |
FNX vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 1% | -1.92% | 4.78% | 18% |
| Natural Gas | UNG | 5.8% | 15.7% | 3.5% | 18% |
| Gold | GLD | 3% | 6.2% | -24.9% | -30% |
| Silver | SLV | 2.6% | -0.9% | -22.9% | -10% |
| Copper | CPER | 2.5% | 0.7% | -23.6% | -3% |
FNX vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 3.9% | 3% | -0.5% | 12% |
| iShares High Yield Corp. Bond | HYG | 2.7% | 3.9% | -3.5% | 1% |