(FXR) First Trust - Performance 6.5% in 12m
FXR performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
58.25%
#19 in Peer-Group
Rel. Strength
50.30%
#3782 in Stock-Universe
Total Return 12m
6.53%
#27 in Peer-Group
Total Return 5y
96.26%
#17 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 82.96 USD |
| 52 Week Low | 60.85 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 50.14 |
| Buy/Sell Signal +-5 | 0.40 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: FXR (6.5%) vs XLI (19%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
3.28% | 32.3% | 142% | - | - | - | - | - |
| ITA BATS iShares U.S. Aerospace |
4.2% | 35.1% | 117% | - | - | - | - | - |
| AIRR NASDAQ First Trust RBA American |
0.22% | 12.7% | 234% | - | - | - | - | - |
| XLI NYSE ARCA Industrial Sector SPDR |
-0.1% | 19% | 122% | - | - | - | - | - |
| RGI NYSE ARCA Invesco SP500 Equal Weight |
-1.94% | 15% | 126% | - | - | - | - | - |
| XAR NYSE ARCA SPDR S&P Aerospace |
3.94% | 41.9% | 127% | - | - | - | - | - |
| VIS NYSE ARCA Vanguard Industrials |
-0.03% | 17% | 122% | - | - | - | - | - |
| FIDU NYSE ARCA Fidelity MSCI Industrials |
0.08% | 16.6% | 122% | - | - | - | - | - |
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 | -1.51% | -0.10% | 1.43% |
| 3 Months | 2.35% | 8.37% | 6.58% |
| 12 Months | 6.53% | 19.00% | 11.56% |
| 5 Years | 96.26% | 121.62% | 107.90% |
| Trend Score (consistency of price movement) | FXR | XLI | S&P 500 |
|---|---|---|---|
| 1 Month | 19.6% | 31.9% | 74.5% |
| 3 Months | 57.2% | 77.5% | 72.6% |
| 12 Months | 0.8% | 54.9% | 43.3% |
| 5 Years | 77.9% | 87.3% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLI | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #26 | -1.41% | -2.90% |
| 3 Month | #29 | -5.56% | -3.98% |
| 12 Month | #25 | -10.48% | -4.51% |
| 5 Years | #24 | -11.44% | -5.60% |
FAQs
Does First Trust (FXR) outperform the market?
No,
over the last 12 months FXR made 6.53%, while its related Sector, the Industrial Sector SPDR (XLI) made 19.00%.
Over the last 3 months FXR made 2.35%, while XLI made 8.37%.
Performance Comparison FXR vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
FXR vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.4% | -2.9% | -8.4% | -5% |
| US NASDAQ 100 | QQQ | -1.6% | -4% | -8.1% | -4% |
| German DAX 40 | DAX | 1% | -1.1% | -24.6% | -24% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.6% | -1.1% | -9.7% | -6% |
| Hongkong Hang Seng | HSI | -0.3% | -5.6% | -25.6% | -20% |
| India NIFTY 50 | INDA | 0.3% | -1.3% | -7.4% | 7% |
| Brasil Bovespa | EWZ | -3.4% | -2.6% | -28.4% | -3% |
FXR vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.8% | -4% | -12% | -18% |
| Consumer Discretionary | XLY | -1% | 0.2% | 1.5% | -12% |
| Consumer Staples | XLP | -0.5% | -0.5% | -9.3% | -1% |
| Energy | XLE | -6% | -4.3% | -10.8% | 4% |
| Financial | XLF | 0% | 0.5% | -11.5% | -19% |
| Health Care | XLV | -2.1% | -3.5% | -6.7% | 12% |
| Industrial | XLI | -0.1% | -1.4% | -13.7% | -12% |
| Materials | XLB | -0.6% | -2.7% | -9.1% | 6% |
| Real Estate | XLRE | -1.1% | -1.3% | -8.6% | -7% |
| Technology | XLK | -2.4% | -5% | -9.5% | 1% |
| Utilities | XLU | -1.4% | -0.1% | -15.3% | -14% |
| Aerospace & Defense | XAR | 1.1% | -5.5% | -23.8% | -35% |
| Biotech | XBI | 0.2% | -7% | 3.6% | 14% |
| Homebuilder | XHB | 0% | 4% | 7% | 15% |
| Retail | XRT | 1.3% | -2.3% | -1.6% | 4% |
FXR vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -10% | -16.9% | -15.1% | 6% |
| Natural Gas | UNG | -3.5% | -3.1% | -30.2% | 18% |
| Gold | GLD | -2.6% | -7.5% | -35.8% | -39% |
| Silver | SLV | 0.2% | -14.2% | -27.3% | -16% |
| Copper | CPER | 0.6% | -7.1% | -24% | -3% |
FXR vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -0.9% | -0.9% | -5% | 12% |
| iShares High Yield Corp. Bond | HYG | -1.2% | -2.1% | -11.4% | -3% |