FDL Performance & Benchmarks - 8.7% in 12m
The Total Return for 3m is 3.5%, for 6m 2.9% and YTD 6.3%. Compare with Peer-Group: Large Value
Performance Rating
80.75%
#3 in Peer-Group
Rel. Strength
56.78%
#3323 in Stock-Universe
Total Return 12m
8.65%
#66 in Peer-Group
Total Return 5y
98.73%
#17 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 43.53 USD |
| 52 Week Low | 37.22 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 7.14 |
| Buy/Sell Signal +-5 | -0.13 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: FDL (8.7%) vs DIA (9.8%)
5y Drawdown (Underwater) Chart
Top Performer in Large Value
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| FDL | -3.38% | -1.8% | 3.45% |
| ALTL | -2.80% | 3.29% | 15.7% |
| CGDV | -2.79% | 1.31% | 14.5% |
| FDRR | -2.58% | 0.37% | 12.9% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| FDL | 2.89% | 8.65% | 98.7% |
| CGDV | 10.3% | 17.7% | 72.0% |
| FDRR | 6.91% | 15.6% | 94.8% |
| ALTL | 4.12% | 8.54% | 66.7% |
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 |
|---|---|---|---|---|---|---|---|---|
| SIXA NYSE ARCA 6 Meridian Mega Cap Equity |
-0.82% | 15.6% | 96% | - | - | - | - | - |
| RWL NYSE ARCA Invesco SP500 Revenue |
-3.17% | 9.35% | 107% | - | - | - | - | - |
| FDL NYSE ARCA First Trust Morningstar |
-1.8% | 8.65% | 98.7% | - | - | - | - | - |
| FDVV NYSE ARCA Fidelity High Dividend |
1.22% | 14% | 126% | - | - | - | - | - |
| PWV NYSE ARCA Invesco Dynamic Large Cap |
-2.14% | 10.3% | 100% | - | - | - | - | - |
| DLN NYSE ARCA WisdomTree U.S. LargeCap |
-0.15% | 12.9% | 92.2% | - | - | - | - | - |
| EQWL NYSE ARCA Invesco S&P 100 Equal |
-2.22% | 13.6% | 105% | - | - | - | - | - |
| VYM NYSE ARCA Vanguard High Dividend |
-1.23% | 11.4% | 90.2% | - | - | - | - | - |
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 | -1.80% | -2.02% | 0.66% |
| 3 Months | 3.45% | 7.38% | 11.66% |
| 12 Months | 8.65% | 9.79% | 15.92% |
| 5 Years | 98.73% | 78.80% | 103.09% |
| Trend Stabilty (consistency of price movement) | FDL | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -32.2% | 7.3% | 66.4% |
| 3 Months | 87.3% | 88.6% | 96.6% |
| 12 Months | 67.6% | 38.2% | 50% |
| 5 Years | 92.4% | 86% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 42 %th | 0.22% | -2.44% |
| 3 Month | 15 %th | -3.65% | -7.35% |
| 12 Month | 57 %th | -1.03% | -6.27% |
| 5 Years | 88 %th | 11.14% | -2.15% |
FAQs
Does First Trust (FDL) outperform the market?
No,
over the last 12 months FDL made 8.65%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 9.79%.
Over the last 3 months FDL made 3.45%, while DIA made 7.38%.
Performance Comparison FDL vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
FDL vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1% | -2.5% | -1.7% | -7% |
| US NASDAQ 100 | QQQ | -1.2% | -3.1% | -4.3% | -13% |
| German DAX 40 | DAX | -0.1% | -0.7% | -6% | -20% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.8% | -4.5% | -6.1% | -13% |
| Hongkong Hang Seng | HSI | -1.2% | -3.9% | -24.5% | -30% |
| India NIFTY 50 | INDA | -1.4% | 3.8% | -0.7% | 15% |
| Brasil Bovespa | EWZ | -2.3% | 5.6% | -4.1% | 5% |
FDL vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2% | -0.3% | -1.1% | -16% |
| Consumer Discretionary | XLY | 0.5% | -0.8% | 8.1% | -11% |
| Consumer Staples | XLP | -1.7% | 0.4% | 0.6% | 4% |
| Energy | XLE | -1.7% | -2% | 4.3% | 11% |
| Financial | XLF | 0.4% | 0.6% | 1.9% | -12% |
| Health Care | XLV | 0.5% | 2.3% | 13.2% | 20% |
| Industrial | XLI | 0% | -3% | -7.1% | -12% |
| Materials | XLB | 2.7% | 1.9% | 4.4% | 12% |
| Real Estate | XLRE | 0.1% | -0.8% | 1.5% | 7% |
| Technology | XLK | -1.5% | -4.2% | -10.4% | -14% |
| Utilities | XLU | -4.9% | -6.5% | -8.2% | -11% |
| Aerospace & Defense | XAR | -0.6% | -5.9% | -19.9% | -37% |
| Biotech | XBI | -1.5% | -5.2% | 8.9% | 22% |
| Homebuilder | XHB | -0.9% | -3% | 4.2% | 17% |
| Retail | XRT | 1.4% | 0.1% | 3.6% | 6% |
FDL vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -6.9% | -6.57% | 3.35% | 7% |
| Natural Gas | UNG | -1.9% | 8.1% | 25.7% | 5% |
| Gold | GLD | -3.9% | -2.3% | -16% | -28% |
| Silver | SLV | -0.3% | -4.4% | -14.3% | -20% |
| Copper | CPER | 19.7% | 10.9% | 1.4% | 1% |
FDL vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -5% | -1.4% | 1.5% | 13% |
| iShares High Yield Corp. Bond | HYG | -2.8% | -1.6% | -0.5% | 0% |