(FSZ) First Trust - Performance 17.6% in 12m
Compare FSZ with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
58.88%
#20 in Group
Rel. Strength
75.85%
#1922 in Universe
Total Return 12m
17.63%
#18 in Group
Total Return 5y
85.39%
#25 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: FSZ (17.6%) vs QQQ (11.3%)
5y Drawdown (Underwater) Chart
Top Performers in Miscellaneous Region
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 |
|---|---|---|---|---|---|---|---|---|
| ARGT NYSE ARCA Global X MSCI Argentina |
16.8% | 43.6% | 369% | - | - | - | - | - |
| GREK NYSE ARCA Global X MSCI Greece |
13.8% | 27.3% | 235% | - | - | - | - | - |
| EWP NYSE ARCA iShares MSCI Spain |
10.8% | 32% | 141% | - | - | - | - | - |
| EWI NYSE ARCA iShares MSCI Italy |
13.9% | 25.7% | 161% | - | - | - | - | - |
| UAE NASDAQ iShares MSCI UAE |
10.3% | 28.8% | 123% | - | - | - | - | - |
| FLCA NYSE ARCA Franklin FTSE Canada |
7.65% | 15.5% | 99.1% | - | - | - | - | - |
| BBCA BATS JPMorgan BetaBuilders |
8.13% | 15.4% | 98.7% | - | - | - | - | - |
| FLGB NYSE ARCA Franklin FTSE United |
8.56% | 11.9% | 87.2% | - | - | - | - | - |
Performance Comparison: FSZ vs QQQ vs S&P 500
QQQ (Invesco QQQ Trust ETF) is the Sector Benchmark for FSZ
| Total Return (including Dividends) | FSZ | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | 12.47% | 4.71% | 2.87% |
| 3 Months | 9.71% | -7.66% | -6.42% |
| 12 Months | 17.63% | 11.32% | 9.87% |
| 5 Years | 85.39% | 121.95% | 107.51% |
| Trend Score (consistency of price movement) | FSZ | QQQ | S&P 500 |
| 1 Month | 96.5% | 86.6% | 89.4% |
| 3 Months | 52.2% | -63.8% | -72% |
| 12 Months | 41.0% | 37.3% | 49.3% |
| 5 Years | 65.7% | 76.8% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
| 1 Month | #28 | 7.41% | 9.34% |
| 3 Month | #17 | 18.8% | 17.2% |
| 12 Month | #18 | 5.67% | 7.06% |
| 5 Years | #32 | -16.5% | -10.7% |
FAQs
Does FSZ First Trust outperforms the market?
Yes,
over the last 12 months FSZ made 17.63%, while its related Sector, the Invesco QQQ Trust (QQQ) made 11.32%.
Over the last 3 months FSZ made 9.71%, while QQQ made -7.66%.
Over the last 3 months FSZ made 9.71%, while QQQ made -7.66%.
Performance Comparison FSZ vs Indeces and Sectors
FSZ vs. Indices FSZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.81% | 9.60% | 15.6% | 7.76% |
| US NASDAQ 100 | QQQ | 0.56% | 7.76% | 15.2% | 6.31% |
| US Dow Jones Industrial 30 | DIA | 0.53% | 10.9% | 16.7% | 11.3% |
| German DAX 40 | DAX | -1.31% | -6.81% | -9.94% | -7.45% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.15% | 6.20% | 16.4% | 12.0% |
| Hongkong Hang Seng | HSI | -2.71% | -3.74% | 6.15% | 5.54% |
| India NIFTY 50 | INDA | 3.20% | 10.2% | 13.7% | 15.3% |
| Brasil Bovespa | EWZ | -1.24% | 0.94% | 6.43% | 24.1% |
FSZ vs. Sectors FSZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.63% | 8.80% | 9.46% | -2.70% |
| Consumer Discretionary | XLY | -0.11% | 8.96% | 17.8% | 3.58% |
| Consumer Staples | XLP | 1.18% | 10.5% | 8.73% | 10.1% |
| Energy | XLE | -0.17% | 12.4% | 21.6% | 27.4% |
| Financial | XLF | 0.18% | 6.90% | 9.76% | -3.89% |
| Health Care | XLV | 4.60% | 16.9% | 20.9% | 23.6% |
| Industrial | XLI | -0.76% | 5.09% | 14.7% | 7.64% |
| Materials | XLB | 0.82% | 7.76% | 19.7% | 23.7% |
| Real Estate | XLRE | 1.14% | 6.35% | 13.3% | 4.17% |
| Technology | XLK | -0.08% | 5.73% | 17.9% | 10.6% |
| Utilities | XLU | -0.23% | 6.85% | 7.87% | 1.72% |
| Aerospace & Defense | XAR | 0.30% | 3.13% | 6.34% | -7.53% |
| Biotech | XBI | 8.89% | 10.5% | 36.7% | 31.7% |
| Homebuilder | XHB | 1.25% | 9.40% | 29.3% | 27.4% |
| Retail | XRT | 0.66% | 8.88% | 21.9% | 22.0% |