(FXZ) First Trust Materials - Performance -19.4% in 12m
Compare FXZ with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
32.52%
#29 in Group
Rel. Strength
27.52%
#5785 in Universe
Total Return 12m
-19.39%
#38 in Group
Total Return 5y
90.01%
#14 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: FXZ (-19.4%) vs SPY (11.9%)
5y Drawdown (Underwater) Chart
Top Performers in Natural Resources
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 |
|---|---|---|---|---|---|---|---|---|
| IGE BATS iShares North American |
-8.29% | -4.21% | 132% | - | - | - | - | - |
| XME NYSE ARCA SPDR S&P Metals Mining |
0.64% | -4.38% | 209% | - | - | - | - | - |
| FIW NYSE ARCA First Trust Water |
0.5% | 2.86% | 104% | - | - | - | - | - |
| NANR NYSE ARCA SPDR S&P North American |
-5.39% | -3.81% | 111% | - | - | - | - | - |
| PHO NASDAQ Invesco Water Resources |
1.26% | 2.26% | 98.6% | - | - | - | - | - |
| URA NYSE ARCA Global X Uranium |
9.08% | -10.7% | 171% | - | - | - | - | - |
| FMAT NYSE ARCA Fidelity MSCI Materials |
-1.63% | -3% | 87.4% | - | - | - | - | - |
| VAW NYSE ARCA Vanguard Materials Shares |
-1.76% | -3% | 86.4% | - | - | - | - | - |
Performance Comparison: FXZ vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for FXZ
| Total Return (including Dividends) | FXZ | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -3.79% | -0.87% | -0.87% |
| 3 Months | -10.44% | -7.58% | -7.58% |
| 12 Months | -19.39% | 11.88% | 11.88% |
| 5 Years | 90.01% | 110.33% | 110.33% |
| Trend Score (consistency of price movement) | FXZ | SPY | S&P 500 |
| 1 Month | 27.9% | 23% | 23% |
| 3 Months | -88.9% | -88.5% | -88.5% |
| 12 Months | -83.0% | 55.1% | 55.1% |
| 5 Years | 68.1% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #37 | -2.95% | -2.95% |
| 3 Month | #42 | -3.09% | -3.09% |
| 12 Month | #41 | -27.9% | -27.9% |
| 5 Years | #14 | -9.66% | -9.66% |
FAQs
Does FXZ First Trust Materials outperforms the market?
No,
over the last 12 months FXZ made -19.39%, while its related Sector, the SPDR SP500 Trust (SPY) made 11.88%.
Over the last 3 months FXZ made -10.44%, while SPY made -7.58%.
Over the last 3 months FXZ made -10.44%, while SPY made -7.58%.
Performance Comparison FXZ vs Indeces and Sectors
FXZ vs. Indices FXZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.68% | -2.92% | -15.8% | -31.3% |
| US NASDAQ 100 | QQQ | -1.71% | -5.19% | -16.2% | -32.1% |
| US Dow Jones Industrial 30 | DIA | 0.26% | -0.61% | -15.7% | -28.6% |
| German DAX 40 | DAX | 0.55% | -5.11% | -35.3% | -44.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.28% | -0.97% | -12.8% | -25.4% |
| Hongkong Hang Seng | HSI | 0.31% | -3.85% | -17.7% | -33.3% |
| India NIFTY 50 | INDA | 2.16% | -7.85% | -16.1% | -22.5% |
| Brasil Bovespa | EWZ | 0.12% | -8.39% | -19.5% | -13.6% |
FXZ vs. Sectors FXZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.93% | -2.74% | -21.9% | -43.4% |
| Consumer Discretionary | XLY | -0.76% | -3.69% | -18.3% | -32.7% |
| Consumer Staples | XLP | 2.82% | -3.99% | -21.1% | -30.6% |
| Energy | XLE | 3.80% | 10.1% | -9.98% | -8.30% |
| Financial | XLF | 0.71% | -1.68% | -23.4% | -42.1% |
| Health Care | XLV | -0.60% | - | -14.1% | -21.1% |
| Industrial | XLI | -1.10% | -3.90% | -16.5% | -29.0% |
| Materials | XLB | -0.07% | -1.36% | -8.36% | -15.9% |
| Real Estate | XLRE | 0.84% | -2.48% | -14.9% | -37.5% |
| Technology | XLK | -3.13% | -5.48% | -12.4% | -27.1% |
| Utilities | XLU | 2.16% | -3.85% | -17.9% | -41.2% |
| Aerospace & Defense | XAR | -1.63% | -10.2% | -29.3% | -46.0% |
| Biotech | XBI | -1.98% | -6.07% | -3.13% | -17.6% |
| Homebuilder | XHB | 0.01% | -1.52% | -0.96% | -12.4% |
| Retail | XRT | 0.89% | -3.23% | -10.2% | -16.7% |