(FXR) First Trust - Performance -0.9% in 12m
Compare FXR with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
66.18%
#18 in Group
Rel. Strength
41.48%
#4671 in Universe
Total Return 12m
-0.92%
#22 in Group
Total Return 5y
112.09%
#16 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: FXR (-0.9%) vs XLI (9.6%)
5y Drawdown (Underwater) Chart
Top Performers in Industrials
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 |
|---|---|---|---|---|---|---|---|---|
| PPA NYSE ARCA Invesco Aerospace & Defense |
4.48% | 21% | 144% | - | - | - | - | - |
| ITA BATS iShares U.S. Aerospace |
2.49% | 21.9% | 123% | - | - | - | - | - |
| RGI NYSE ARCA Invesco SP500 Equal Weight |
-1.35% | 6.92% | 142% | - | - | - | - | - |
| XLI NYSE ARCA Industrial Sector SPDR |
0.11% | 9.59% | 131% | - | - | - | - | - |
| RSPN NYSE ARCA Invesco SP500 Equal Weight |
-0.74% | 7.59% | 137% | - | - | - | - | - |
| AIRR NASDAQ First Trust RBA American |
2.11% | 9.56% | 236% | - | - | - | - | - |
| VIS NYSE ARCA Vanguard Industrials |
0.11% | 7.66% | 131% | - | - | - | - | - |
| FIDU NYSE ARCA Fidelity MSCI Industrials |
0.38% | 7.39% | 131% | - | - | - | - | - |
Performance Comparison: FXR vs XLI vs S&P 500
XLI (Industrial Sector SPDR ETF) is the Sector Benchmark for FXR
| Total Return (including Dividends) | FXR | XLI | S&P 500 |
|---|---|---|---|
| 1 Month | -3.27% | 0.11% | -0.87% |
| 3 Months | -14.01% | -4.86% | -7.58% |
| 12 Months | -0.92% | 9.59% | 11.88% |
| 5 Years | 112.09% | 130.83% | 110.33% |
| Trend Score (consistency of price movement) | FXR | XLI | S&P 500 |
| 1 Month | 22.5% | 26% | 23% |
| 3 Months | -91.0% | -86% | -88.5% |
| 12 Months | 24.4% | 55.9% | 55.1% |
| 5 Years | 78.3% | 87.3% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLI | vs. S&P 500 |
| 1 Month | #27 | -3.38% | -2.43% |
| 3 Month | #28 | -9.62% | -6.96% |
| 12 Month | #24 | -9.59% | -11.4% |
| 5 Years | #21 | -8.12% | 0.84% |
FAQs
Does FXR First Trust outperforms the market?
No,
over the last 12 months FXR made -0.92%, while its related Sector, the Industrial Sector SPDR (XLI) made 9.59%.
Over the last 3 months FXR made -14.01%, while XLI made -4.86%.
Over the last 3 months FXR made -14.01%, while XLI made -4.86%.
Performance Comparison FXR vs Indeces and Sectors
FXR vs. Indices FXR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.01% | -2.40% | -8.58% | -12.8% |
| US NASDAQ 100 | QQQ | -2.04% | -4.67% | -9.01% | -13.6% |
| US Dow Jones Industrial 30 | DIA | -0.07% | -0.09% | -8.49% | -10.1% |
| German DAX 40 | DAX | 0.22% | -4.59% | -28.1% | -25.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.95% | -0.45% | -5.59% | -6.88% |
| Hongkong Hang Seng | HSI | -0.02% | -3.33% | -10.5% | -14.8% |
| India NIFTY 50 | INDA | 1.83% | -7.33% | -8.87% | -3.99% |
| Brasil Bovespa | EWZ | -0.21% | -7.87% | -12.3% | 4.90% |
FXR vs. Sectors FXR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.26% | -2.22% | -14.7% | -24.9% |
| Consumer Discretionary | XLY | -1.09% | -3.17% | -11.1% | -14.2% |
| Consumer Staples | XLP | 2.49% | -3.47% | -13.9% | -12.1% |
| Energy | XLE | 3.47% | 10.6% | -2.79% | 10.2% |
| Financial | XLF | 0.38% | -1.16% | -16.2% | -23.6% |
| Health Care | XLV | -0.93% | 0.52% | -6.89% | -2.64% |
| Industrial | XLI | -1.43% | -3.38% | -9.29% | -10.5% |
| Materials | XLB | -0.40% | -0.84% | -1.17% | 2.60% |
| Real Estate | XLRE | 0.51% | -1.96% | -7.69% | -19.0% |
| Technology | XLK | -3.46% | -4.96% | -5.24% | -8.65% |
| Utilities | XLU | 1.83% | -3.33% | -10.7% | -22.8% |
| Aerospace & Defense | XAR | -1.96% | -9.66% | -22.1% | -27.5% |
| Biotech | XBI | -2.31% | -5.55% | 4.06% | 0.91% |
| Homebuilder | XHB | -0.32% | -1.0% | 6.23% | 6.11% |
| Retail | XRT | 0.56% | -2.71% | -3.01% | 1.82% |