(FXN) First Trust Energy - Performance -10.4% in 12m
FXN performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
54.17%
#15 in Peer-Group
Rel. Strength
30.31%
#5291 in Stock-Universe
Total Return 12m
-10.40%
#24 in Peer-Group
Total Return 5y
162.18%
#13 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 18.21 USD |
| 52 Week Low | 12.88 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 81.74 |
| Buy/Sell Signal +-5 | -1.60 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: FXN (-10.4%) vs XLE (0.8%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
3.69% | -0.44% | 203% | - | - | - | - | - |
| FENY NYSE ARCA Fidelity MSCI Energy Index |
5.12% | 1.47% | 182% | - | - | - | - | - |
| VDE NYSE ARCA Vanguard Energy Shares |
5.12% | 1.33% | 184% | - | - | - | - | - |
| IYE NYSE ARCA iShares U.S. Energy |
4.35% | 1.16% | 163% | - | - | - | - | - |
| XLE NYSE ARCA Energy Sector SPDR Fund |
4.4% | 0.78% | 172% | - | - | - | - | - |
| IXC NYSE ARCA iShares Global Energy |
6.09% | 2.95% | 146% | - | - | - | - | - |
| FTXN NASDAQ First Trust Nasdaq Oil |
5.43% | -4.03% | 178% | - | - | - | - | - |
| EIPX NYSE ARCA First Trust Exchange-Traded |
2.6% | 16.2% | 41.8% | - | - | - | - | - |
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 | 4.56% | 4.40% | 0.44% |
| 3 Months | -3.99% | -4.38% | 5.66% |
| 12 Months | -10.40% | 0.78% | 10.61% |
| 5 Years | 162.18% | 172.27% | 105.96% |
| Trend Score (consistency of price movement) | FXN | XLE | S&P 500 |
|---|---|---|---|
| 1 Month | 81.6% | 73% | 83% |
| 3 Months | 8.5% | 0% | 77.5% |
| 12 Months | -66% | -29.6% | 43.1% |
| 5 Years | 81.3% | 92.9% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLE | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #22 | 0.16% | 4.11% |
| 3 Month | #24 | 0.40% | -9.14% |
| 12 Month | #25 | -11.10% | -19.00% |
| 5 Years | #17 | -3.71% | 27.30% |
FAQs
Does First Trust Energy (FXN) outperform the market?
No,
over the last 12 months FXN made -10.40%, while its related Sector, the Energy Sector SPDR Fund (XLE) made 0.78%.
Over the last 3 months FXN made -3.99%, while XLE made -4.38%.
Performance Comparison FXN vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
FXN vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.6% | 4.1% | 0.7% | -21% |
| US NASDAQ 100 | QQQ | 1.5% | 3.2% | 0.1% | -21% |
| German DAX 40 | DAX | 2.4% | 7.2% | -12.9% | -38% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.6% | 4.9% | 3.1% | -24% |
| Hongkong Hang Seng | HSI | 2% | 0.7% | -16% | -38% |
| India NIFTY 50 | INDA | 2.4% | 6.4% | 3.3% | -9% |
| Brasil Bovespa | EWZ | -1% | 3.1% | -22% | -21% |
FXN vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.7% | 3% | -3.5% | -34% |
| Consumer Discretionary | XLY | 2.1% | 7.7% | 10.7% | -28% |
| Consumer Staples | XLP | 2.4% | 6.8% | 1.1% | -17% |
| Energy | XLE | -1.2% | 0.2% | -4.1% | -11% |
| Financial | XLF | 2.1% | 7.3% | -2.6% | -33% |
| Health Care | XLV | 3.2% | 5.4% | 4.7% | -3% |
| Industrial | XLI | 1.7% | 6% | -5.1% | -28% |
| Materials | XLB | 2.2% | 4.9% | -0.6% | -9% |
| Real Estate | XLRE | 1.5% | 5.2% | -2.9% | -23% |
| Technology | XLK | 1% | 1.6% | -1% | -17% |
| Utilities | XLU | 2.2% | 7% | -5.4% | -29% |
| Aerospace & Defense | XAR | 1.5% | 0.3% | -17.7% | -51% |
| Biotech | XBI | 2.6% | 0.9% | 11.3% | -2% |
| Homebuilder | XHB | 4.2% | 11.1% | 13.8% | -1% |
| Retail | XRT | 1.7% | 4.5% | 7.3% | -13% |
FXN vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -9.1% | -15.5% | -9.97% | -14% |
| Natural Gas | UNG | -11.9% | -11% | -14.1% | -5% |
| Gold | GLD | 1.2% | 0.5% | -26.2% | -53% |
| Silver | SLV | -0.1% | -8.5% | -22.1% | -29% |
| Copper | CPER | 0.3% | 0.2% | -15.6% | -18% |
FXN vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 1.2% | 3.5% | 2.9% | -7% |
| iShares High Yield Corp. Bond | HYG | 0.6% | 3.9% | -1% | -20% |