(FYX) First Trust Small Cap - Performance 6% in 12m
FYX performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
40.20%
#24 in Peer-Group
Rel. Strength
50.17%
#3791 in Stock-Universe
Total Return 12m
5.96%
#24 in Peer-Group
Total Return 5y
81.10%
#11 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 109.89 USD |
| 52 Week Low | 79.22 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 46.06 |
| Buy/Sell Signal +-5 | -1.23 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: FYX (6%) vs IWM (5.6%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
|---|---|---|---|---|---|---|---|---|
| XMLV NYSE ARCA Invesco S&P MidCap Low |
-2.19% | 13.8% | 61.4% | - | - | - | - | - |
| SMLF NYSE ARCA iShares MSCI USA Small-Cap |
-0.71% | 9.68% | 98.4% | - | - | - | - | - |
| FSMD NYSE ARCA Fidelity Small-Mid Factor |
-1.38% | 9.46% | 90.3% | - | - | - | - | - |
| OUSM BATS O’Shares U.S. Small-Cap |
-2.31% | 4.33% | 84.5% | - | - | - | - | - |
| TPSC NYSE ARCA Timothy Plan US Small Cap |
-2.06% | 8.52% | 93.7% | - | - | - | - | - |
| SMMV BATS iShares MSCI USA Small-Cap |
-1.44% | 15.6% | 57.1% | - | - | - | - | - |
| PSC NASDAQ Principal U.S. Small-Cap |
-0.21% | 9.1% | 100% | - | - | - | - | - |
| XSMO NYSE ARCA Invesco S&P SmallCap |
-0.7% | 10.8% | 89.6% | - | - | - | - | - |
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 | -0.99% | 0.60% | 0.44% |
| 3 Months | 1.97% | 3.45% | 6.81% |
| 12 Months | 5.96% | 5.63% | 10.31% |
| 5 Years | 81.10% | 56.68% | 105.96% |
| Trend Score (consistency of price movement) | FYX | IWM | S&P 500 |
|---|---|---|---|
| 1 Month | 54.3% | 72.3% | 83% |
| 3 Months | 57.7% | 66.1% | 77.5% |
| 12 Months | -16.2% | -20.4% | 43.1% |
| 5 Years | 53.7% | 30.3% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. IWM | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #31 | -1.59% | -1.42% |
| 3 Month | #17 | -1.43% | -4.53% |
| 12 Month | #11 | 0.31% | -3.94% |
| 5 Years | #3 | 15.59% | -12.07% |
FAQs
Does First Trust Small Cap (FYX) outperform the market?
Yes,
over the last 12 months FYX made 5.96%, while its related Sector, the iShares Russell 2000 (IWM) made 5.63%.
Over the last 3 months FYX made 1.97%, while IWM made 3.45%.
Performance Comparison FYX vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
FYX vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.7% | -1.4% | -10% | -4% |
| US NASDAQ 100 | QQQ | -1.7% | -2.3% | -10.2% | -4% |
| German DAX 40 | DAX | 0.4% | 1.6% | -22.2% | -22% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.8% | -0.7% | -8.4% | -5% |
| Hongkong Hang Seng | HSI | -0.7% | -4.8% | -27.1% | -21% |
| India NIFTY 50 | INDA | 0.5% | 0.8% | -7.9% | 8% |
| Brasil Bovespa | EWZ | -3.7% | -2.5% | -35.2% | -5% |
FYX vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.4% | -2.6% | -14% | -19% |
| Consumer Discretionary | XLY | -0.3% | 2.1% | 0.1% | -11% |
| Consumer Staples | XLP | -1% | 1.3% | -9% | -0% |
| Energy | XLE | -4.4% | -5.4% | -14% | 3% |
| Financial | XLF | -0.8% | 1.7% | -13.8% | -18% |
| Health Care | XLV | -0.5% | -0.2% | -5.3% | 13% |
| Industrial | XLI | -0.9% | 0.4% | -15.7% | -11% |
| Materials | XLB | -1.2% | -0.7% | -10.3% | 7% |
| Real Estate | XLRE | -1.9% | -0.4% | -11.9% | -7% |
| Technology | XLK | -2.9% | -4% | -11.9% | 1% |
| Utilities | XLU | -1.9% | 1.4% | -16.7% | -14% |
| Aerospace & Defense | XAR | -1.3% | -5.3% | -29.1% | -34% |
| Biotech | XBI | -0.3% | -4.7% | 0.6% | 14% |
| Homebuilder | XHB | 1% | 5.5% | 4.9% | 16% |
| Retail | XRT | -0.2% | -1% | -3.3% | 4% |
FYX vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -12.3% | -21.1% | -20.3% | 1% |
| Natural Gas | UNG | -15.7% | -16.5% | -31.8% | 15% |
| Gold | GLD | -2.9% | -5.1% | -37.2% | -38% |
| Silver | SLV | -3.3% | -14.1% | -31.4% | -17% |
| Copper | CPER | -3.4% | -5.3% | -25.9% | -4% |
FYX vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -2.9% | -2.1% | -6.4% | 10% |
| iShares High Yield Corp. Bond | HYG | -2.4% | -1.7% | -11.7% | -3% |