(FDV) First Trust Capital - Performance 13.4% in 12m
Compare FDV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
39.89%
#122 in Group
Rel. Strength
67.08%
#2628 in Universe
Total Return 12m
13.35%
#18 in Group
Total Return 5y
15.77%
#122 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: FDV (13.4%) 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: FDV vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for FDV
| Total Return (including Dividends) | FDV | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -4.83% | -3.18% | -0.87% |
| 3 Months | -2.08% | -8.41% | -7.58% |
| 12 Months | 13.35% | 9.20% | 11.88% |
| 5 Years | 15.77% | 87.63% | 110.33% |
| Trend Score (consistency of price movement) | FDV | DIA | S&P 500 |
| 1 Month | 17.5% | -2.7% | 23% |
| 3 Months | -52.2% | -91.1% | -88.5% |
| 12 Months | 69.1% | 61.2% | 55.1% |
| 5 Years | 72.9% | 86.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #111 | -1.71% | -4.0% |
| 3 Month | #17 | 6.91% | 5.95% |
| 12 Month | #19 | 3.80% | 1.32% |
| 5 Years | #116 | -8.48% | -20.3% |
FAQs
Does FDV First Trust Capital outperforms the market?
Yes,
over the last 12 months FDV made 13.35%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 9.20%.
Over the last 3 months FDV made -2.08%, while DIA made -8.41%.
Over the last 3 months FDV made -2.08%, while DIA made -8.41%.
Performance Comparison FDV vs Indeces and Sectors
FDV vs. Indices FDV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.40% | -3.96% | -0.39% | 1.47% |
| US NASDAQ 100 | QQQ | -3.43% | -6.23% | -0.82% | 0.68% |
| US Dow Jones Industrial 30 | DIA | -1.46% | -1.65% | -0.30% | 4.15% |
| German DAX 40 | DAX | -1.17% | -6.15% | -19.9% | -11.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.56% | -2.01% | 2.60% | 7.39% |
| Hongkong Hang Seng | HSI | -1.41% | -4.89% | -2.31% | -0.54% |
| India NIFTY 50 | INDA | 0.44% | -8.89% | -0.68% | 10.3% |
| Brasil Bovespa | EWZ | -1.60% | -9.43% | -4.09% | 19.2% |
FDV vs. Sectors FDV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.65% | -3.78% | -6.52% | -10.6% |
| Consumer Discretionary | XLY | -2.48% | -4.73% | -2.90% | 0.03% |
| Consumer Staples | XLP | 1.10% | -5.03% | -5.70% | 2.15% |
| Energy | XLE | 2.08% | 9.03% | 5.40% | 24.4% |
| Financial | XLF | -1.01% | -2.72% | -7.99% | -9.34% |
| Health Care | XLV | -2.32% | -1.04% | 1.30% | 11.6% |
| Industrial | XLI | -2.82% | -4.94% | -1.10% | 3.76% |
| Materials | XLB | -1.79% | -2.40% | 7.02% | 16.9% |
| Real Estate | XLRE | -0.88% | -3.52% | 0.50% | -4.74% |
| Technology | XLK | -4.85% | -6.52% | 2.95% | 5.62% |
| Utilities | XLU | 0.44% | -4.89% | -2.51% | -8.48% |
| Aerospace & Defense | XAR | -3.35% | -11.2% | -13.9% | -13.2% |
| Biotech | XBI | -3.70% | -7.11% | 12.3% | 15.2% |
| Homebuilder | XHB | -1.71% | -2.56% | 14.4% | 20.4% |
| Retail | XRT | -0.83% | -4.27% | 5.18% | 16.1% |