(FYX) First Trust Small Cap - Performance 0.6% in 12m
Compare FYX with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
52.71%
#22 in Group
Rel. Strength
42.42%
#4582 in Universe
Total Return 12m
0.59%
#35 in Group
Total Return 5y
101.98%
#10 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: FYX (0.6%) vs IWM (1.4%)
5y Drawdown (Underwater) Chart
Top Performers in Small 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 |
|---|---|---|---|---|---|---|---|---|
| CSF NASDAQ VictoryShares US Discovery |
- | - | - | - | - | - | - | - |
| OUSM BATS O’Shares U.S. Small-Cap |
-2.15% | 4.64% | 101% | - | - | - | - | - |
| XMLV NYSE ARCA Invesco S&P MidCap Low |
-1.86% | 13.6% | 66% | - | - | - | - | - |
| FSMD NYSE ARCA Fidelity Small-Mid Factor |
-1.01% | 6.93% | 104% | - | - | - | - | - |
| TPSC NYSE ARCA Timothy Plan US Small Cap |
-2.17% | 6.22% | 111% | - | - | - | - | - |
| SMLF NYSE ARCA iShares MSCI USA Small-Cap |
-0.99% | 5.29% | 109% | - | - | - | - | - |
| PSC NASDAQ Principal U.S. Small-Cap |
-0.34% | 4.64% | 117% | - | - | - | - | - |
| FNDA NYSE ARCA Schwab Fundamental U.S. |
-2.98% | 0.35% | 110% | - | - | - | - | - |
Performance Comparison: FYX vs IWM vs S&P 500
IWM (iShares Russell 2000 ETF) is the Sector Benchmark for FYX
| Total Return (including Dividends) | FYX | IWM | S&P 500 |
|---|---|---|---|
| 1 Month | -2.80% | -1.08% | 0.40% |
| 3 Months | -11.64% | -10.23% | -4.90% |
| 12 Months | 0.59% | 1.43% | 13.65% |
| 5 Years | 101.98% | 69.86% | 114.96% |
| Trend Score (consistency of price movement) | FYX | IWM | S&P 500 |
| 1 Month | 78.3% | 81.6% | 74.8% |
| 3 Months | -89.0% | -88.2% | -84.7% |
| 12 Months | 17.9% | 13.2% | 53.5% |
| 5 Years | 55.0% | 34.7% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. IWM | vs. S&P 500 |
| 1 Month | #27 | -1.74% | -3.19% |
| 3 Month | #22 | -1.57% | -7.09% |
| 12 Month | #15 | -0.82% | -11.5% |
| 5 Years | #3 | 18.9% | -6.04% |
FAQs
Does FYX First Trust Small Cap outperforms the market?
No,
over the last 12 months FYX made 0.59%, while its related Sector, the iShares Russell 2000 (IWM) made 1.43%.
Over the last 3 months FYX made -11.64%, while IWM made -10.23%.
Over the last 3 months FYX made -11.64%, while IWM made -10.23%.
Performance Comparison FYX vs Indeces and Sectors
FYX vs. Indices FYX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.13% | -3.20% | -8.80% | -13.1% |
| US NASDAQ 100 | QQQ | -0.64% | -5.46% | -9.59% | -14.6% |
| US Dow Jones Industrial 30 | DIA | -0.20% | -0.72% | -8.27% | -9.22% |
| German DAX 40 | DAX | -0.91% | -5.83% | -29.0% | -27.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.03% | -2.57% | -4.83% | -4.76% |
| Hongkong Hang Seng | HSI | -0.81% | -2.86% | -9.18% | -9.95% |
| India NIFTY 50 | INDA | 0.79% | -7.36% | -8.70% | -1.90% |
| Brasil Bovespa | EWZ | 2.13% | -6.55% | -10.8% | 8.36% |
FYX vs. Sectors FYX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.44% | -3.39% | -15.1% | -23.5% |
| Consumer Discretionary | XLY | 0.86% | -1.88% | -10.2% | -14.4% |
| Consumer Staples | XLP | 1.91% | -2.81% | -11.5% | -10.0% |
| Energy | XLE | 3.30% | 10.1% | -1.71% | 9.11% |
| Financial | XLF | -0.82% | -2.00% | -17.1% | -24.3% |
| Health Care | XLV | 2.45% | 1.20% | -3.88% | 0.39% |
| Industrial | XLI | -1.52% | -3.95% | -10.1% | -11.4% |
| Materials | XLB | - | -0.41% | -0.40% | 2.91% |
| Real Estate | XLRE | -0.65% | -2.44% | -7.38% | -17.5% |
| Technology | XLK | -1.10% | -6.18% | -5.84% | -10.1% |
| Utilities | XLU | 0.83% | -3.22% | -13.6% | -20.5% |
| Aerospace & Defense | XAR | -1.59% | -10.5% | -23.3% | -28.3% |
| Biotech | XBI | -1.25% | -6.41% | 7.14% | 5.93% |
| Homebuilder | XHB | -1.08% | -1.20% | 6.94% | 5.97% |
| Retail | XRT | -0.27% | -1.61% | -2.28% | 1.64% |