(FDLS) Northern Lights Fund - Performance 0.7% in 12m
Compare FDLS with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
39.72%
#55 in Group
Rel. Strength
45.42%
#4343 in Universe
Total Return 12m
0.72%
#52 in Group
Total Return 5y
24.72%
#60 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: FDLS (0.7%) vs SPY (9.9%)
5y Drawdown (Underwater) Chart
Top Performers in Mid-Cap 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 |
|---|---|---|---|---|---|---|---|---|
| VFMV BATS Vanguard U.S. Minimum |
3.15% | 12.6% | 75.4% | - | - | - | - | - |
| USMF BATS WisdomTree U.S. Multifactor |
4.61% | 10.8% | 90.2% | - | - | - | - | - |
| DEUS NYSE ARCA Xtrackers Russell US |
4.76% | 7.91% | 94.9% | - | - | - | - | - |
| TPLC NYSE ARCA Timothy Plan US Large/Mid |
5.37% | 4.91% | 91% | - | - | - | - | - |
| FLQM BATS Franklin LibertyQ U.S. Mid |
4.25% | 3.21% | 98.4% | - | - | - | - | - |
| BRNY NASDAQ Burney U.S. Factor Rotation |
5.8% | 14.1% | 70.4% | - | - | - | - | - |
| SPHB NYSE ARCA Invesco SP500 High Beta |
8.35% | 0.56% | 151% | - | - | - | - | - |
| EUSA NYSE ARCA iShares MSCI USA Equal |
4.48% | 6.72% | 89.4% | - | - | - | - | - |
Performance Comparison: FDLS vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for FDLS
| Total Return (including Dividends) | FDLS | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 7.61% | 2.87% | 2.87% |
| 3 Months | -8.55% | -6.42% | -6.42% |
| 12 Months | 0.72% | 9.87% | 9.87% |
| 5 Years | 24.72% | 107.51% | 107.51% |
| Trend Score (consistency of price movement) | FDLS | SPY | S&P 500 |
| 1 Month | 93.5% | 89.4% | 89.4% |
| 3 Months | -73.7% | -72% | -72% |
| 12 Months | 19.3% | 49.3% | 49.3% |
| 5 Years | 89.9% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #18 | 4.62% | 4.62% |
| 3 Month | #35 | -2.28% | -2.28% |
| 12 Month | #52 | -8.33% | -8.33% |
| 5 Years | #51 | -12.1% | -12.1% |
FAQs
Does FDLS Northern Lights Fund outperforms the market?
No,
over the last 12 months FDLS made 0.72%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.87%.
Over the last 3 months FDLS made -8.55%, while SPY made -6.42%.
Over the last 3 months FDLS made -8.55%, while SPY made -6.42%.
Performance Comparison FDLS vs Indeces and Sectors
FDLS vs. Indices FDLS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.96% | 4.74% | -3.79% | -9.15% |
| US NASDAQ 100 | QQQ | 0.71% | 2.90% | -4.20% | -10.6% |
| US Dow Jones Industrial 30 | DIA | 0.68% | 6.0% | -2.76% | -5.65% |
| German DAX 40 | DAX | -1.16% | -11.7% | -29.4% | -24.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.30% | 1.34% | -3.02% | -4.91% |
| Hongkong Hang Seng | HSI | -2.56% | -8.60% | -13.3% | -11.4% |
| India NIFTY 50 | INDA | 3.35% | 5.33% | -5.69% | -1.61% |
| Brasil Bovespa | EWZ | -1.09% | -3.92% | -13.0% | 7.20% |
FDLS vs. Sectors FDLS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.78% | 3.94% | -9.97% | -19.6% |
| Consumer Discretionary | XLY | 0.04% | 4.10% | -1.60% | -13.3% |
| Consumer Staples | XLP | 1.33% | 5.59% | -10.7% | -6.84% |
| Energy | XLE | -0.02% | 7.53% | 2.21% | 10.5% |
| Financial | XLF | 0.33% | 2.04% | -9.67% | -20.8% |
| Health Care | XLV | 4.75% | 12.0% | 1.44% | 6.64% |
| Industrial | XLI | -0.61% | 0.23% | -4.77% | -9.27% |
| Materials | XLB | 0.97% | 2.90% | 0.26% | 6.75% |
| Real Estate | XLRE | 1.29% | 1.49% | -6.17% | -12.7% |
| Technology | XLK | 0.07% | 0.87% | -1.52% | -6.28% |
| Utilities | XLU | -0.08% | 1.99% | -11.6% | -15.2% |
| Aerospace & Defense | XAR | 0.45% | -1.73% | -13.1% | -24.4% |
| Biotech | XBI | 9.04% | 5.59% | 17.3% | 14.7% |
| Homebuilder | XHB | 1.40% | 4.54% | 9.84% | 10.5% |
| Retail | XRT | 0.81% | 4.02% | 2.50% | 5.04% |