(FXO) First Trust Financials - Performance 19.2% in 12m
FXO performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
72.70%
#16 in Peer-Group
Rel. Strength
70.10%
#2271 in Stock-Universe
Total Return 12m
19.21%
#23 in Peer-Group
Total Return 5y
133.10%
#7 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 58.36 USD |
| 52 Week Low | 44.87 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 35.94 |
| Buy/Sell Signal +-5 | 1.17 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: FXO (19.2%) vs XLF (22.9%)
5y Drawdown (Underwater) Chart
Top Performer in Financial
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 |
|---|---|---|---|---|---|---|---|---|
| KBWP NASDAQ Invesco KBW Property |
-3.46% | 18% | 137% | - | - | - | - | - |
| IAK NYSE ARCA iShares U.S. Insurance |
-4.48% | 16.3% | 160% | - | - | - | - | - |
| KIE NYSE ARCA SPDR S&P Insurance |
-2.64% | 17.2% | 130% | - | - | - | - | - |
| EUFN NASDAQ iShares MSCI Europe |
-1.21% | 41.2% | 168% | - | - | - | - | - |
| IAI NYSE ARCA iShares U.S. Broker-Dealers |
1.44% | 37.5% | 179% | - | - | - | - | - |
| IXG NYSE ARCA iShares Global Financials |
-1.08% | 28.2% | 129% | - | - | - | - | - |
| XLF NYSE ARCA Financial Sector SPDR Fund |
-2.71% | 22.9% | 131% | - | - | - | - | - |
| BIZD NYSE ARCA VanEck BDC Income |
-0.19% | 5.35% | 124% | - | - | - | - | - |
Performance Comparison: FXO vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for FXO
| Total Return (including Dividends) | FXO | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -1.88% | -2.71% | 0.44% |
| 3 Months | 1.34% | 1.68% | 5.66% |
| 12 Months | 19.21% | 22.93% | 10.61% |
| 5 Years | 133.10% | 131.07% | 105.96% |
| Trend Score (consistency of price movement) | FXO | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 7.3% | -9% | 83% |
| 3 Months | 52.3% | 64.3% | 77.5% |
| 12 Months | 51.1% | 78.5% | 43.1% |
| 5 Years | 71.4% | 75.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #16 | 0.86% | -2.30% |
| 3 Month | #18 | -0.34% | -4.09% |
| 12 Month | #22 | -3.02% | 7.77% |
| 5 Years | #11 | 0.88% | 13.18% |
FAQs
Does First Trust Financials (FXO) outperform the market?
No,
over the last 12 months FXO made 19.21%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.93%.
Over the last 3 months FXO made 1.34%, while XLF made 1.68%.
Performance Comparison FXO vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
FXO vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.4% | -2.3% | -0.7% | 9% |
| US NASDAQ 100 | QQQ | 0.3% | -3.2% | -1.3% | 9% |
| German DAX 40 | DAX | 1.3% | 0.7% | -14.3% | -8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.4% | -1.5% | 1.7% | 6% |
| Hongkong Hang Seng | HSI | 0.9% | -5.7% | -17.4% | -8% |
| India NIFTY 50 | INDA | 1.2% | -0.1% | 1.9% | 21% |
| Brasil Bovespa | EWZ | -2.2% | -3.4% | -23.4% | 9% |
FXO vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.5% | -3.4% | -4.9% | -5% |
| Consumer Discretionary | XLY | 0.9% | 1.2% | 9.3% | 2% |
| Consumer Staples | XLP | 1.3% | 0.4% | -0.3% | 13% |
| Energy | XLE | -2.3% | -6.3% | -5.5% | 18% |
| Financial | XLF | 0.9% | 0.8% | -4% | -4% |
| Health Care | XLV | 2% | -1% | 3.3% | 27% |
| Industrial | XLI | 0.5% | -0.5% | -6.5% | 2% |
| Materials | XLB | 1% | -1.6% | -2% | 20% |
| Real Estate | XLRE | 0.3% | -1.3% | -4.3% | 6% |
| Technology | XLK | -0.2% | -4.9% | -2.4% | 13% |
| Utilities | XLU | 1% | 0.5% | -6.8% | 0% |
| Aerospace & Defense | XAR | 0.3% | -6.2% | -19.1% | -22% |
| Biotech | XBI | 1.4% | -5.6% | 9.9% | 27% |
| Homebuilder | XHB | 3.1% | 4.6% | 12.4% | 28% |
| Retail | XRT | 0.5% | -1.9% | 5.9% | 17% |
FXO vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -10.2% | -22.0% | -11.4% | 16% |
| Natural Gas | UNG | -13.1% | -17.4% | -15.5% | 24% |
| Gold | GLD | 0% | -6% | -27.6% | -23% |
| Silver | SLV | -1.3% | -15% | -23.5% | 0% |
| Copper | CPER | -0.9% | -6.2% | -17% | 11% |
FXO vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -0% | -3% | 1.5% | 23% |
| iShares High Yield Corp. Bond | HYG | -0.6% | -2.6% | -2.4% | 10% |