(FVD) First Trust Value Line - Performance 10% in 12m
Compare FVD with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
69.12%
#77 in Group
Rel. Strength
61.43%
#3079 in Universe
Total Return 12m
10.02%
#44 in Group
Total Return 5y
69.85%
#81 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: FVD (10%) 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: FVD vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for FVD
| Total Return (including Dividends) | FVD | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -1.75% | -3.18% | -0.87% |
| 3 Months | -0.93% | -8.41% | -7.58% |
| 12 Months | 10.02% | 9.20% | 11.88% |
| 5 Years | 69.85% | 87.63% | 110.33% |
| Trend Score (consistency of price movement) | FVD | DIA | S&P 500 |
| 1 Month | 18.2% | -2.7% | 23% |
| 3 Months | -55.7% | -91.1% | -88.5% |
| 12 Months | 56.5% | 61.2% | 55.1% |
| 5 Years | 84.3% | 86.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #17 | 1.47% | -0.89% |
| 3 Month | #12 | 8.17% | 7.20% |
| 12 Month | #46 | 0.75% | -1.66% |
| 5 Years | #118 | -9.47% | -19.2% |
FAQs
Does FVD First Trust Value Line outperforms the market?
Yes,
over the last 12 months FVD made 10.02%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 9.20%.
Over the last 3 months FVD made -0.93%, while DIA made -8.41%.
Over the last 3 months FVD made -0.93%, while DIA made -8.41%.
Performance Comparison FVD vs Indeces and Sectors
FVD vs. Indices FVD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.20% | -0.88% | 1.20% | -1.86% |
| US NASDAQ 100 | QQQ | -3.23% | -3.15% | 0.77% | -2.65% |
| US Dow Jones Industrial 30 | DIA | -1.26% | 1.43% | 1.29% | 0.82% |
| German DAX 40 | DAX | -0.97% | -3.07% | -18.3% | -14.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.76% | 1.07% | 4.19% | 4.06% |
| Hongkong Hang Seng | HSI | -1.21% | -1.81% | -0.72% | -3.87% |
| India NIFTY 50 | INDA | 0.64% | -5.81% | 0.91% | 6.95% |
| Brasil Bovespa | EWZ | -1.40% | -6.35% | -2.50% | 15.8% |
FVD vs. Sectors FVD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.45% | -0.70% | -4.93% | -13.9% |
| Consumer Discretionary | XLY | -2.28% | -1.65% | -1.31% | -3.30% |
| Consumer Staples | XLP | 1.30% | -1.95% | -4.11% | -1.18% |
| Energy | XLE | 2.28% | 12.1% | 6.99% | 21.1% |
| Financial | XLF | -0.81% | 0.36% | -6.40% | -12.7% |
| Health Care | XLV | -2.12% | 2.04% | 2.89% | 8.30% |
| Industrial | XLI | -2.62% | -1.86% | 0.49% | 0.43% |
| Materials | XLB | -1.59% | 0.68% | 8.61% | 13.5% |
| Real Estate | XLRE | -0.68% | -0.44% | 2.09% | -8.07% |
| Technology | XLK | -4.65% | -3.44% | 4.54% | 2.29% |
| Utilities | XLU | 0.64% | -1.81% | -0.92% | -11.8% |
| Aerospace & Defense | XAR | -3.15% | -8.14% | -12.3% | -16.6% |
| Biotech | XBI | -3.50% | -4.03% | 13.8% | 11.9% |
| Homebuilder | XHB | -1.51% | 0.52% | 16.0% | 17.1% |
| Retail | XRT | -0.63% | -1.19% | 6.77% | 12.8% |