(FV) First Trust Dorsey - Performance 0.8% in 12m
Compare FV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
59.31%
#32 in Group
Rel. Strength
45.14%
#4366 in Universe
Total Return 12m
0.78%
#56 in Group
Total Return 5y
84.79%
#29 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: FV (0.8%) 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: FV vs QQQ vs S&P 500
QQQ (Invesco QQQ Trust ETF) is the Sector Benchmark for FV
| Total Return (including Dividends) | FV | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | 5.17% | 4.71% | 2.87% |
| 3 Months | -9.95% | -7.66% | -6.42% |
| 12 Months | 0.78% | 11.32% | 9.87% |
| 5 Years | 84.79% | 121.95% | 107.51% |
| Trend Score (consistency of price movement) | FV | QQQ | S&P 500 |
| 1 Month | 93.2% | 86.6% | 89.4% |
| 3 Months | -74.8% | -63.8% | -72% |
| 12 Months | 9.60% | 37.3% | 49.3% |
| 5 Years | 80.1% | 76.8% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
| 1 Month | #61 | 0.44% | 2.24% |
| 3 Month | #62 | -2.47% | -3.77% |
| 12 Month | #62 | -9.47% | -8.28% |
| 5 Years | #59 | -16.7% | -11.0% |
FAQs
Does FV First Trust Dorsey outperforms the market?
No,
over the last 12 months FV made 0.78%, while its related Sector, the Invesco QQQ Trust (QQQ) made 11.32%.
Over the last 3 months FV made -9.95%, while QQQ made -7.66%.
Over the last 3 months FV made -9.95%, while QQQ made -7.66%.
Performance Comparison FV vs Indeces and Sectors
FV vs. Indices FV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.99% | 2.30% | -3.75% | -9.09% |
| US NASDAQ 100 | QQQ | 0.74% | 0.46% | -4.16% | -10.5% |
| US Dow Jones Industrial 30 | DIA | 0.71% | 3.56% | -2.72% | -5.59% |
| German DAX 40 | DAX | -1.13% | -14.1% | -29.3% | -24.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.33% | -1.10% | -2.98% | -4.85% |
| Hongkong Hang Seng | HSI | -2.53% | -11.0% | -13.2% | -11.3% |
| India NIFTY 50 | INDA | 3.38% | 2.89% | -5.65% | -1.55% |
| Brasil Bovespa | EWZ | -1.06% | -6.36% | -13.0% | 7.26% |
FV vs. Sectors FV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.81% | 1.50% | -9.93% | -19.6% |
| Consumer Discretionary | XLY | 0.07% | 1.66% | -1.56% | -13.3% |
| Consumer Staples | XLP | 1.36% | 3.15% | -10.7% | -6.78% |
| Energy | XLE | 0.01% | 5.09% | 2.25% | 10.5% |
| Financial | XLF | 0.36% | -0.40% | -9.63% | -20.7% |
| Health Care | XLV | 4.78% | 9.55% | 1.48% | 6.70% |
| Industrial | XLI | -0.58% | -2.21% | -4.73% | -9.21% |
| Materials | XLB | 1.0% | 0.46% | 0.30% | 6.81% |
| Real Estate | XLRE | 1.32% | -0.95% | -6.13% | -12.7% |
| Technology | XLK | 0.10% | -1.57% | -1.48% | -6.22% |
| Utilities | XLU | -0.05% | -0.45% | -11.5% | -15.1% |
| Aerospace & Defense | XAR | 0.48% | -4.17% | -13.1% | -24.4% |
| Biotech | XBI | 9.07% | 3.15% | 17.3% | 14.8% |
| Homebuilder | XHB | 1.43% | 2.10% | 9.88% | 10.5% |
| Retail | XRT | 0.84% | 1.58% | 2.54% | 5.10% |