(AFSM) First Trust Active - Performance 1.9% in 12m
Compare AFSM with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
54.63%
#17 in Group
Rel. Strength
44.03%
#4454 in Universe
Total Return 12m
1.94%
#26 in Group
Total Return 5y
98.66%
#12 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: AFSM (1.9%) 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: AFSM vs IWM vs S&P 500
IWM (iShares Russell 2000 ETF) is the Sector Benchmark for AFSM
| Total Return (including Dividends) | AFSM | IWM | S&P 500 |
|---|---|---|---|
| 1 Month | 0.45% | -1.08% | 0.40% |
| 3 Months | -6.30% | -10.23% | -4.90% |
| 12 Months | 1.94% | 1.43% | 13.65% |
| 5 Years | 98.66% | 69.86% | 114.96% |
| Trend Score (consistency of price movement) | AFSM | IWM | S&P 500 |
| 1 Month | 81.0% | 81.6% | 74.8% |
| 3 Months | -78.1% | -88.2% | -84.7% |
| 12 Months | 0.70% | 13.2% | 53.5% |
| 5 Years | 69.0% | 34.7% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. IWM | vs. S&P 500 |
| 1 Month | #4 | 1.54% | 0.05% |
| 3 Month | #4 | 4.38% | -1.47% |
| 12 Month | #9 | 0.50% | -10.3% |
| 5 Years | #5 | 17.0% | -7.58% |
FAQs
Does AFSM First Trust Active outperforms the market?
Yes,
over the last 12 months AFSM made 1.94%, while its related Sector, the iShares Russell 2000 (IWM) made 1.43%.
Over the last 3 months AFSM made -6.30%, while IWM made -10.23%.
Over the last 3 months AFSM made -6.30%, while IWM made -10.23%.
Performance Comparison AFSM vs Indeces and Sectors
AFSM vs. Indices AFSM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.85% | 0.05% | -5.91% | -11.7% |
| US NASDAQ 100 | QQQ | 0.34% | -2.21% | -6.70% | -13.3% |
| US Dow Jones Industrial 30 | DIA | 0.78% | 2.53% | -5.38% | -7.87% |
| German DAX 40 | DAX | 0.07% | -2.58% | -26.1% | -26.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.01% | 0.68% | -1.94% | -3.41% |
| Hongkong Hang Seng | HSI | 0.17% | 0.39% | -6.29% | -8.60% |
| India NIFTY 50 | INDA | 1.77% | -4.11% | -5.81% | -0.55% |
| Brasil Bovespa | EWZ | 3.11% | -3.30% | -7.88% | 9.71% |
AFSM vs. Sectors AFSM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.54% | -0.14% | -12.2% | -22.2% |
| Consumer Discretionary | XLY | 1.84% | 1.37% | -7.30% | -13.1% |
| Consumer Staples | XLP | 2.89% | 0.44% | -8.60% | -8.68% |
| Energy | XLE | 4.28% | 13.4% | 1.18% | 10.5% |
| Financial | XLF | 0.16% | 1.25% | -14.2% | -23.0% |
| Health Care | XLV | 3.43% | 4.45% | -0.99% | 1.74% |
| Industrial | XLI | -0.54% | -0.70% | -7.16% | -10.1% |
| Materials | XLB | 0.98% | 2.84% | 2.49% | 4.26% |
| Real Estate | XLRE | 0.33% | 0.81% | -4.49% | -16.2% |
| Technology | XLK | -0.12% | -2.93% | -2.95% | -8.75% |
| Utilities | XLU | 1.81% | 0.03% | -10.7% | -19.2% |
| Aerospace & Defense | XAR | -0.61% | -7.23% | -20.4% | -27.0% |
| Biotech | XBI | -0.27% | -3.16% | 10.0% | 7.28% |
| Homebuilder | XHB | -0.10% | 2.05% | 9.83% | 7.32% |
| Retail | XRT | 0.71% | 1.64% | 0.61% | 2.99% |