(AFSM) First Trust Active - Performance 4.6% in 12m
AFSM performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
44.42%
#16 in Peer-Group
Rel. Strength
46.91%
#4039 in Stock-Universe
Total Return 12m
4.57%
#35 in Peer-Group
Total Return 5y
80.80%
#12 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 33.11 USD |
| 52 Week Low | 24.81 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 37.66 |
| Buy/Sell Signal +-5 | -0.24 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: AFSM (4.6%) 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: 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 | -1.43% | 0.60% | 0.44% |
| 3 Months | 5.02% | 3.45% | 6.81% |
| 12 Months | 4.57% | 5.63% | 10.31% |
| 5 Years | 80.80% | 56.68% | 105.96% |
| Trend Score (consistency of price movement) | AFSM | IWM | S&P 500 |
|---|---|---|---|
| 1 Month | 33.9% | 72.3% | 83% |
| 3 Months | 74.1% | 66.1% | 77.5% |
| 12 Months | -22.1% | -20.4% | 43.1% |
| 5 Years | 68.4% | 30.3% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. IWM | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #44 | -2.02% | -1.86% |
| 3 Month | #3 | 1.51% | -1.68% |
| 12 Month | #21 | -1.00% | -5.20% |
| 5 Years | #5 | 15.40% | -12.22% |
FAQs
Does First Trust Active (AFSM) outperform the market?
No,
over the last 12 months AFSM made 4.57%, while its related Sector, the iShares Russell 2000 (IWM) made 5.63%.
Over the last 3 months AFSM made 5.02%, while IWM made 3.45%.
Performance Comparison AFSM vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
AFSM vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.2% | -1.9% | -6.4% | -6% |
| US NASDAQ 100 | QQQ | -1.2% | -2.8% | -6.6% | -5% |
| German DAX 40 | DAX | 0.8% | 1.2% | -18.5% | -23% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.3% | -1.1% | -4.7% | -7% |
| Hongkong Hang Seng | HSI | -0.2% | -5.3% | -23.5% | -22% |
| India NIFTY 50 | INDA | 0.9% | 0.4% | -4.2% | 7% |
| Brasil Bovespa | EWZ | -3.2% | -2.9% | -31.5% | -6% |
AFSM vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.9% | -3% | -10.3% | -20% |
| Consumer Discretionary | XLY | 0.1% | 1.7% | 3.7% | -13% |
| Consumer Staples | XLP | -0.6% | 0.9% | -5.4% | -2% |
| Energy | XLE | -3.9% | -5.8% | -10.3% | 2% |
| Financial | XLF | -0.3% | 1.3% | -10.1% | -19% |
| Health Care | XLV | -0% | -0.6% | -1.7% | 12% |
| Industrial | XLI | -0.5% | 0% | -12.1% | -13% |
| Materials | XLB | -0.7% | -1.1% | -6.7% | 6% |
| Real Estate | XLRE | -1.5% | -0.8% | -8.2% | -8% |
| Technology | XLK | -2.4% | -4.4% | -8.2% | -1% |
| Utilities | XLU | -1.4% | 1% | -13.1% | -15% |
| Aerospace & Defense | XAR | -0.8% | -5.7% | -25.5% | -36% |
| Biotech | XBI | 0.2% | -5.1% | 4.3% | 12% |
| Homebuilder | XHB | 1.5% | 5.1% | 8.6% | 15% |
| Retail | XRT | 0.3% | -1.5% | 0.3% | 3% |
AFSM vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -11.8% | -21.5% | -16.6% | -0% |
| Natural Gas | UNG | -15.2% | -17% | -28.2% | 14% |
| Gold | GLD | -2.5% | -5.5% | -33.5% | -39% |
| Silver | SLV | -2.8% | -14.5% | -27.7% | -19% |
| Copper | CPER | -3% | -5.8% | -22.2% | -5% |
AFSM vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -2.5% | -2.5% | -2.7% | 9% |
| iShares High Yield Corp. Bond | HYG | -1.9% | -2.1% | -8.1% | -5% |