(FRI) First Trust S&P REIT - Performance 13% in 12m
Compare FRI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
39.77%
#7 in Group
Rel. Strength
68.78%
#2485 in Universe
Total Return 12m
12.95%
#20 in Group
Total Return 5y
56.93%
#8 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: FRI (13%) vs XLRE (15.5%)
5y Drawdown (Underwater) Chart
Top Performers in Real Estate
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 |
|---|---|---|---|---|---|---|---|---|
| REZ NYSE ARCA iShares Residential |
8.92% | 16.8% | 65.4% | - | - | - | - | - |
| USRT NYSE ARCA iShares Core U.S. REIT |
11.8% | 13.3% | 59.8% | - | - | - | - | - |
| FRI NYSE ARCA First Trust S&P REIT |
12.2% | 13% | 56.9% | - | - | - | - | - |
| RWR NYSE ARCA SPDR Dow Jones REIT |
11.7% | 12.2% | 55.5% | - | - | - | - | - |
| XLRE NYSE ARCA The Real Estate Sector SPDR |
11.5% | 15.5% | 48.4% | - | - | - | - | - |
| PPTY NYSE ARCA U.S. Diversified Real |
10.7% | 6.73% | 45% | - | - | - | - | - |
| IYR NYSE ARCA iShares U.S. Real Estate |
11% | 13.4% | 44.1% | - | - | - | - | - |
| ICF BATS iShares Cohen & Steers REIT |
12.1% | 15% | 44.1% | - | - | - | - | - |
Performance Comparison: FRI vs XLRE vs S&P 500
XLRE (The Real Estate Sector SPDR ETF) is the Sector Benchmark for FRI
| Total Return (including Dividends) | FRI | XLRE | S&P 500 |
|---|---|---|---|
| 1 Month | 12.24% | 11.54% | 13.81% |
| 3 Months | -3.20% | -0.97% | -6.30% |
| 12 Months | 12.95% | 15.45% | 10.65% |
| 5 Years | 56.93% | 48.39% | 107.77% |
| Trend Score (consistency of price movement) | FRI | XLRE | S&P 500 |
| 1 Month | 95.3% | 94.5% | 83% |
| 3 Months | -78.1% | -61.6% | -75.3% |
| 12 Months | 27.1% | 32.2% | 50.1% |
| 5 Years | 49.1% | 42.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLRE | vs. S&P 500 |
| 1 Month | #19 | 0.63% | -1.38% |
| 3 Month | #26 | -2.26% | 3.31% |
| 12 Month | #21 | -2.16% | 2.08% |
| 5 Years | #8 | 5.75% | -24.5% |
FAQs
Does FRI First Trust S&P REIT outperforms the market?
No,
over the last 12 months FRI made 12.95%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 15.45%.
Over the last 3 months FRI made -3.20%, while XLRE made -0.97%.
Over the last 3 months FRI made -3.20%, while XLRE made -0.97%.
Performance Comparison FRI vs Indeces and Sectors
FRI vs. Indices FRI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.81% | -1.57% | -1.81% | 2.30% |
| US NASDAQ 100 | QQQ | -1.0% | -5.12% | -2.02% | 1.31% |
| US Dow Jones Industrial 30 | DIA | -1.22% | 2.25% | -1.52% | 5.24% |
| German DAX 40 | DAX | -0.79% | -2.72% | -28.1% | -12.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.99% | 0.41% | -2.58% | 5.58% |
| Hongkong Hang Seng | HSI | -3.98% | -7.69% | -10.2% | -0.73% |
| India NIFTY 50 | INDA | 4.11% | 7.40% | -2.25% | 13.2% |
| Brasil Bovespa | EWZ | -1.86% | -5.00% | -10.5% | 21.3% |
FRI vs. Sectors FRI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.45% | -1.17% | -8.87% | -8.61% |
| Consumer Discretionary | XLY | -1.19% | -1.99% | -0.83% | -1.32% |
| Consumer Staples | XLP | 0.05% | 5.65% | -8.74% | 3.83% |
| Energy | XLE | -0.63% | 5.48% | 4.78% | 22.4% |
| Financial | XLF | -1.91% | -1.28% | -8.91% | -9.48% |
| Health Care | XLV | 2.20% | 11.4% | 3.18% | 17.0% |
| Industrial | XLI | -2.50% | -4.58% | -3.24% | 1.96% |
| Materials | XLB | -0.61% | -1.32% | 3.08% | 18.2% |
| Real Estate | XLRE | 0.51% | 0.70% | -2.56% | -2.50% |
| Technology | XLK | -1.89% | -8.98% | 1.07% | 5.85% |
| Utilities | XLU | -0.86% | 2.65% | -9.47% | -4.52% |
| Aerospace & Defense | XAR | -2.79% | -8.92% | -13.3% | -14.4% |
| Biotech | XBI | 5.78% | 0.43% | 18.3% | 25.2% |
| Homebuilder | XHB | -1.28% | 0.76% | 11.4% | 20.5% |
| Retail | XRT | -2.71% | -2.41% | 2.43% | 14.4% |