(FDL) First Trust - Performance 16.4% in 12m
Compare FDL with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
86.15%
#4 in Group
Rel. Strength
71.40%
#2283 in Universe
Total Return 12m
16.38%
#7 in Group
Total Return 5y
113.23%
#17 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: FDL (16.4%) vs DIA (9.2%)
5y Drawdown (Underwater) Chart
Top Performers in Large Value
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 |
|---|---|---|---|---|---|---|---|---|
| FNDX NYSE ARCA Schwab Fundamental U.S. |
-3.35% | 10.4% | 146% | - | - | - | - | - |
| FNDB NYSE ARCA Schwab Fundamental U.S. |
-3% | 9.93% | 139% | - | - | - | - | - |
| FDL NYSE ARCA First Trust Morningstar |
-5.29% | 16.4% | 113% | - | - | - | - | - |
| RWL NYSE ARCA Invesco SP500 Revenue |
-2.29% | 9.71% | 121% | - | - | - | - | - |
| FDVV NYSE ARCA Fidelity High Dividend |
-3.27% | 12% | 125% | - | - | - | - | - |
| EQL NYSE ARCA ALPS Equal Sector Weight |
-2.24% | 12.4% | 116% | - | - | - | - | - |
| SIXA NYSE ARCA 6 Meridian Mega Cap Equity |
0.19% | 19% | 101% | - | - | - | - | - |
| IUS NASDAQ Invesco RAFI Strategic US |
-2.9% | 7.46% | 125% | - | - | - | - | - |
Performance Comparison: FDL vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for FDL
| Total Return (including Dividends) | FDL | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -5.29% | -3.18% | -0.87% |
| 3 Months | -0.12% | -8.41% | -7.58% |
| 12 Months | 16.38% | 9.20% | 11.88% |
| 5 Years | 113.23% | 87.63% | 110.33% |
| Trend Score (consistency of price movement) | FDL | DIA | S&P 500 |
| 1 Month | 17.2% | -2.7% | 23% |
| 3 Months | -37.7% | -91.1% | -88.5% |
| 12 Months | 78.1% | 61.2% | 55.1% |
| 5 Years | 92.4% | 86.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #118 | -2.19% | -4.47% |
| 3 Month | #11 | 9.06% | 8.07% |
| 12 Month | #6 | 6.57% | 4.03% |
| 5 Years | #17 | 13.7% | 1.38% |
FAQs
Does FDL First Trust outperforms the market?
Yes,
over the last 12 months FDL made 16.38%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 9.20%.
Over the last 3 months FDL made -0.12%, while DIA made -8.41%.
Over the last 3 months FDL made -0.12%, while DIA made -8.41%.
Performance Comparison FDL vs Indeces and Sectors
FDL vs. Indices FDL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.49% | -4.42% | 2.43% | 4.50% |
| US NASDAQ 100 | QQQ | -2.52% | -6.69% | 2.0% | 3.71% |
| US Dow Jones Industrial 30 | DIA | -0.55% | -2.11% | 2.52% | 7.18% |
| German DAX 40 | DAX | -0.26% | -6.61% | -17.1% | -8.30% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.47% | -2.47% | 5.42% | 10.4% |
| Hongkong Hang Seng | HSI | -0.50% | -5.35% | 0.51% | 2.49% |
| India NIFTY 50 | INDA | 1.35% | -9.35% | 2.14% | 13.3% |
| Brasil Bovespa | EWZ | -0.69% | -9.89% | -1.27% | 22.2% |
FDL vs. Sectors FDL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.74% | -4.24% | -3.70% | -7.58% |
| Consumer Discretionary | XLY | -1.57% | -5.19% | -0.08% | 3.06% |
| Consumer Staples | XLP | 2.01% | -5.49% | -2.88% | 5.18% |
| Energy | XLE | 2.99% | 8.57% | 8.22% | 27.5% |
| Financial | XLF | -0.10% | -3.18% | -5.17% | -6.31% |
| Health Care | XLV | -1.41% | -1.50% | 4.12% | 14.7% |
| Industrial | XLI | -1.91% | -5.40% | 1.72% | 6.79% |
| Materials | XLB | -0.88% | -2.86% | 9.84% | 19.9% |
| Real Estate | XLRE | 0.03% | -3.98% | 3.32% | -1.71% |
| Technology | XLK | -3.94% | -6.98% | 5.77% | 8.65% |
| Utilities | XLU | 1.35% | -5.35% | 0.31% | -5.45% |
| Aerospace & Defense | XAR | -2.44% | -11.7% | -11.1% | -10.2% |
| Biotech | XBI | -2.79% | -7.57% | 15.1% | 18.2% |
| Homebuilder | XHB | -0.80% | -3.02% | 17.2% | 23.4% |
| Retail | XRT | 0.08% | -4.73% | 8.0% | 19.1% |