(FXO) First Trust Financials - Performance 14.7% in 12m
Compare FXO with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
78.94%
#14 in Group
Rel. Strength
68.85%
#2486 in Universe
Total Return 12m
14.72%
#25 in Group
Total Return 5y
153.25%
#7 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: FXO (14.7%) vs XLF (22.7%)
5y Drawdown (Underwater) Chart
Top Performers 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 |
|---|---|---|---|---|---|---|---|---|
| IAK NYSE ARCA iShares U.S. Insurance |
-5.23% | 18.2% | 190% | - | - | - | - | - |
| KBWP NASDAQ Invesco KBW Property |
-4.98% | 16.6% | 163% | - | - | - | - | - |
| KIE NYSE ARCA SPDR S&P Insurance |
-6.74% | 17.2% | 147% | - | - | - | - | - |
| EUFN NASDAQ iShares MSCI Europe |
4.05% | 41.2% | 189% | - | - | - | - | - |
| IXG NYSE ARCA iShares Global Financials |
0.25% | 26.9% | 144% | - | - | - | - | - |
| IAI NYSE ARCA iShares U.S. Broker-Dealers |
0.63% | 27.7% | 175% | - | - | - | - | - |
| BIZD NYSE ARCA VanEck BDC Income |
-8.48% | 0.16% | 155% | - | - | - | - | - |
| XLF NYSE ARCA Financial Sector SPDR Fund |
-2.01% | 22.7% | 145% | - | - | - | - | - |
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 | -4.22% | -2.01% | -0.45% |
| 3 Months | -9.16% | -4.55% | -6.29% |
| 12 Months | 14.72% | 22.67% | 13.04% |
| 5 Years | 153.25% | 144.84% | 111.82% |
| Trend Score (consistency of price movement) | FXO | XLF | S&P 500 |
| 1 Month | 50.3% | 52.2% | 47.5% |
| 3 Months | -86.4% | -79.5% | -87.3% |
| 12 Months | 68.0% | 83.3% | 54.3% |
| 5 Years | 71.6% | 75.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #24 | -2.25% | -3.79% |
| 3 Month | #20 | -4.83% | -3.06% |
| 12 Month | #24 | -6.48% | 1.49% |
| 5 Years | #12 | 3.43% | 19.6% |
FAQs
Does FXO First Trust Financials outperforms the market?
No,
over the last 12 months FXO made 14.72%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.67%.
Over the last 3 months FXO made -9.16%, while XLF made -4.55%.
Over the last 3 months FXO made -9.16%, while XLF made -4.55%.
Performance Comparison FXO vs Indeces and Sectors
FXO vs. Indices FXO is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.85% | -3.77% | -0.46% | 1.68% |
| US NASDAQ 100 | QQQ | -2.77% | -6.12% | -1.17% | -0.25% |
| US Dow Jones Industrial 30 | DIA | -1.31% | -1.37% | 0.30% | 5.45% |
| German DAX 40 | DAX | -1.49% | -4.00% | -18.6% | -10.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.80% | -1.01% | 3.24% | 9.75% |
| Hongkong Hang Seng | HSI | -1.45% | -2.70% | -0.99% | 1.79% |
| India NIFTY 50 | INDA | 0.67% | -9.10% | -0.34% | 11.8% |
| Brasil Bovespa | EWZ | -0.22% | -7.05% | -6.16% | 21.5% |
FXO vs. Sectors FXO is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.00% | -3.62% | -6.44% | -8.74% |
| Consumer Discretionary | XLY | -1.88% | -3.63% | -1.63% | 0.05% |
| Consumer Staples | XLP | 0.21% | -3.40% | -4.56% | 3.78% |
| Energy | XLE | 2.41% | 9.82% | 4.68% | 24.0% |
| Financial | XLF | -0.74% | -2.21% | -7.39% | -7.95% |
| Health Care | XLV | 0.85% | 0.45% | 4.70% | 16.0% |
| Industrial | XLI | -2.17% | -4.52% | -1.50% | 4.03% |
| Materials | XLB | -0.04% | -1.00% | 7.38% | 19.2% |
| Real Estate | XLRE | -1.74% | -3.12% | -0.62% | -3.64% |
| Technology | XLK | -3.41% | -6.65% | 2.49% | 4.28% |
| Utilities | XLU | -0.57% | -4.32% | -4.88% | -6.07% |
| Aerospace & Defense | XAR | -2.88% | -11.2% | -14.3% | -12.8% |
| Biotech | XBI | -1.69% | -9.77% | 14.9% | 20.1% |
| Homebuilder | XHB | -0.58% | -2.14% | 14.5% | 20.9% |
| Retail | XRT | -0.61% | -3.06% | 5.50% | 16.2% |