FVD Performance & Benchmarks - 5.9% in 12m
The Total Return for 3m is 3.3%, for 6m 2.2% and YTD 3.8%. Compare with Peer-Group: Large Value
Performance Rating
60.86%
#78 in Peer-Group
Rel. Strength
52.15%
#3679 in Stock-Universe
Total Return 12m
5.87%
#112 in Peer-Group
Total Return 5y
58.64%
#89 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 46.06 USD |
| 52 Week Low | 40.38 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 17.00 |
| Buy/Sell Signal +-5 | -0.25 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: FVD (5.9%) vs DIA (9.8%)
5y Drawdown (Underwater) Chart
Top Performer in Large Value
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| FVD | -2.48% | -1.13% | 3.29% |
| 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 |
|---|---|---|---|
| FVD | 2.23% | 5.87% | 58.6% |
| 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: 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 | -1.13% | -2.02% | 0.66% |
| 3 Months | 3.29% | 7.38% | 11.66% |
| 12 Months | 5.87% | 9.79% | 15.92% |
| 5 Years | 58.64% | 78.80% | 103.09% |
| Trend Stabilty (consistency of price movement) | FVD | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | 8.8% | 7.3% | 66.4% |
| 3 Months | 79% | 88.6% | 96.6% |
| 12 Months | 30.9% | 38.2% | 50% |
| 5 Years | 84.1% | 86% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 69 %th | 0.91% | -1.77% |
| 3 Month | 15 %th | -3.81% | -7.49% |
| 12 Month | 28 %th | -3.57% | -8.67% |
| 5 Years | 10 %th | -11.28% | -21.88% |
FAQs
Does First Trust Value Line (FVD) outperform the market?
No,
over the last 12 months FVD made 5.87%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 9.79%.
Over the last 3 months FVD made 3.29%, while DIA made 7.38%.
Performance Comparison FVD vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
FVD vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.1% | -1.8% | -2.4% | -10% |
| US NASDAQ 100 | QQQ | -0.3% | -2.4% | -5% | -15% |
| German DAX 40 | DAX | 0.8% | -0.1% | -6.7% | -23% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.1% | -3.8% | -6.7% | -16% |
| Hongkong Hang Seng | HSI | -0.3% | -3.2% | -25.1% | -33% |
| India NIFTY 50 | INDA | -0.5% | 4.5% | -1.4% | 12% |
| Brasil Bovespa | EWZ | -1.4% | 6.3% | -4.7% | 2% |
FVD vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.1% | 0.4% | -1.8% | -19% |
| Consumer Discretionary | XLY | 1.4% | -0.1% | 7.5% | -13% |
| Consumer Staples | XLP | -0.8% | 1.1% | -0.1% | 1% |
| Energy | XLE | -0.8% | -1.3% | 3.6% | 8% |
| Financial | XLF | 1.3% | 1.3% | 1.3% | -15% |
| Health Care | XLV | 1.4% | 3% | 12.5% | 18% |
| Industrial | XLI | 0.9% | -2.3% | -7.8% | -15% |
| Materials | XLB | 3.6% | 2.6% | 3.7% | 10% |
| Real Estate | XLRE | 1% | -0.2% | 0.8% | 4% |
| Technology | XLK | -0.6% | -3.6% | -11.1% | -17% |
| Utilities | XLU | -4% | -5.8% | -8.9% | -13% |
| Aerospace & Defense | XAR | 0.3% | -5.2% | -20.5% | -40% |
| Biotech | XBI | -0.6% | -4.6% | 8.2% | 19% |
| Homebuilder | XHB | 0% | -2.3% | 3.5% | 14% |
| Retail | XRT | 2.3% | 0.8% | 3% | 3% |
FVD vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -6% | -5.90% | 2.69% | 4% |
| Natural Gas | UNG | -1% | 8.7% | 25% | 2% |
| Gold | GLD | -3% | -1.6% | -16.7% | -31% |
| Silver | SLV | 0.6% | -3.8% | -14.9% | -23% |
| Copper | CPER | 20.6% | 11.5% | 0.7% | -2% |
FVD vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -4.1% | -0.8% | 0.8% | 10% |
| iShares High Yield Corp. Bond | HYG | -1.9% | -0.9% | -1.1% | -2% |