(FXN) First Trust Energy - Performance -22.3% in 12m
Compare FXN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
53.31%
#13 in Group
Rel. Strength
25.23%
#5968 in Universe
Total Return 12m
-22.33%
#22 in Group
Total Return 5y
158.88%
#10 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
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12m Total Return: FXN (-22.3%) vs XLE (-11.1%)
5y Drawdown (Underwater) Chart
Top Performers in Equity Energy
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 |
|---|---|---|---|---|---|---|---|---|
| RSPG NYSE ARCA Invesco SP500 Equal Weight |
-14.5% | -12% | 202% | - | - | - | - | - |
| FENY NYSE ARCA Fidelity MSCI Energy Index |
-13.6% | -11.2% | 174% | - | - | - | - | - |
| VDE NYSE ARCA Vanguard Energy Shares |
-13.7% | -11.4% | 176% | - | - | - | - | - |
| XLE NYSE ARCA Energy Sector SPDR Fund |
-13.9% | -11.1% | 167% | - | - | - | - | - |
| IYE NYSE ARCA iShares U.S. Energy |
-13.6% | -10.4% | 158% | - | - | - | - | - |
| FTXN NASDAQ First Trust Nasdaq Oil |
-15.3% | -16.6% | 168% | - | - | - | - | - |
| IXC NYSE ARCA iShares Global Energy |
-11.8% | -10.1% | 141% | - | - | - | - | - |
| EIPX NYSE ARCA First Trust Exchange-Traded |
-7.41% | 7.74% | 31.6% | - | - | - | - | - |
Performance Comparison: FXN vs XLE vs S&P 500
XLE (Energy Sector SPDR Fund ETF) is the Sector Benchmark for FXN
| Total Return (including Dividends) | FXN | XLE | S&P 500 |
|---|---|---|---|
| 1 Month | -15.80% | -13.86% | -0.87% |
| 3 Months | -16.16% | -7.43% | -7.58% |
| 12 Months | -22.33% | -11.09% | 11.88% |
| 5 Years | 158.88% | 166.71% | 110.33% |
| Trend Score (consistency of price movement) | FXN | XLE | S&P 500 |
| 1 Month | 11.2% | 11.6% | 23% |
| 3 Months | -76.4% | -45.1% | -88.5% |
| 12 Months | -67.8% | -8.3% | 55.1% |
| 5 Years | 85.8% | 94.3% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLE | vs. S&P 500 |
| 1 Month | #23 | -2.25% | -15.1% |
| 3 Month | #22 | -9.43% | -9.29% |
| 12 Month | #20 | -12.6% | -30.6% |
| 5 Years | #15 | -2.94% | 23.1% |
FAQs
Does FXN First Trust Energy outperforms the market?
No,
over the last 12 months FXN made -22.33%, while its related Sector, the Energy Sector SPDR Fund (XLE) made -11.09%.
Over the last 3 months FXN made -16.16%, while XLE made -7.43%.
Over the last 3 months FXN made -16.16%, while XLE made -7.43%.
Performance Comparison FXN vs Indeces and Sectors
FXN vs. Indices FXN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -4.85% | -14.9% | -11.0% | -34.2% |
| US NASDAQ 100 | QQQ | -5.88% | -17.2% | -11.4% | -35.0% |
| US Dow Jones Industrial 30 | DIA | -3.91% | -12.6% | -10.9% | -31.5% |
| German DAX 40 | DAX | -3.62% | -17.1% | -30.5% | -47.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.89% | -13.0% | -7.98% | -28.3% |
| Hongkong Hang Seng | HSI | -3.86% | -15.9% | -12.9% | -36.2% |
| India NIFTY 50 | INDA | -2.01% | -19.9% | -11.3% | -25.4% |
| Brasil Bovespa | EWZ | -4.05% | -20.4% | -14.7% | -16.5% |
FXN vs. Sectors FXN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -5.10% | -14.8% | -17.1% | -46.3% |
| Consumer Discretionary | XLY | -4.93% | -15.7% | -13.5% | -35.7% |
| Consumer Staples | XLP | -1.35% | -16.0% | -16.3% | -33.5% |
| Energy | XLE | -0.37% | -1.94% | -5.18% | -11.2% |
| Financial | XLF | -3.46% | -13.7% | -18.6% | -45.0% |
| Health Care | XLV | -4.77% | -12.0% | -9.28% | -24.1% |
| Industrial | XLI | -5.27% | -15.9% | -11.7% | -31.9% |
| Materials | XLB | -4.24% | -13.4% | -3.56% | -18.8% |
| Real Estate | XLRE | -3.33% | -14.5% | -10.1% | -40.4% |
| Technology | XLK | -7.30% | -17.5% | -7.63% | -30.1% |
| Utilities | XLU | -2.01% | -15.9% | -13.1% | -44.2% |
| Aerospace & Defense | XAR | -5.80% | -22.2% | -24.5% | -48.9% |
| Biotech | XBI | -6.15% | -18.1% | 1.67% | -20.5% |
| Homebuilder | XHB | -4.16% | -13.5% | 3.84% | -15.3% |
| Retail | XRT | -3.28% | -15.2% | -5.40% | -19.6% |