(HSMV) First Trust Horizon - Performance 9.9% in 12m
Compare HSMV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
60.44%
#11 in Group
Rel. Strength
59.65%
#3211 in Universe
Total Return 12m
9.94%
#3 in Group
Total Return 5y
69.85%
#34 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: HSMV (9.9%) vs SPY (13.7%)
5y Drawdown (Underwater) Chart
Top Performers in Small Blend
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 |
|---|---|---|---|---|---|---|---|---|
| CSF NASDAQ VictoryShares US Discovery |
- | - | - | - | - | - | - | - |
| OUSM BATS O’Shares U.S. Small-Cap |
-2.15% | 4.64% | 101% | - | - | - | - | - |
| XMLV NYSE ARCA Invesco S&P MidCap Low |
-1.86% | 13.6% | 66% | - | - | - | - | - |
| FSMD NYSE ARCA Fidelity Small-Mid Factor |
-1.01% | 6.93% | 104% | - | - | - | - | - |
| TPSC NYSE ARCA Timothy Plan US Small Cap |
-2.17% | 6.22% | 111% | - | - | - | - | - |
| SMLF NYSE ARCA iShares MSCI USA Small-Cap |
-0.99% | 5.29% | 109% | - | - | - | - | - |
| PSC NASDAQ Principal U.S. Small-Cap |
-0.34% | 4.64% | 117% | - | - | - | - | - |
| FNDA NYSE ARCA Schwab Fundamental U.S. |
-2.98% | 0.35% | 110% | - | - | - | - | - |
Performance Comparison: HSMV vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for HSMV
| Total Return (including Dividends) | HSMV | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -2.09% | 0.40% | 0.40% |
| 3 Months | -1.03% | -4.90% | -4.90% |
| 12 Months | 9.94% | 13.65% | 13.65% |
| 5 Years | 69.85% | 114.96% | 114.96% |
| Trend Score (consistency of price movement) | HSMV | SPY | S&P 500 |
| 1 Month | 69.5% | 74.8% | 74.8% |
| 3 Months | -68.5% | -84.7% | -84.7% |
| 12 Months | 49.4% | 53.5% | 53.5% |
| 5 Years | 70.0% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #38 | -2.48% | -2.48% |
| 3 Month | #7 | 4.07% | 4.07% |
| 12 Month | #17 | -3.27% | -3.27% |
| 5 Years | #45 | -21.0% | -21.0% |
FAQs
Does HSMV First Trust Horizon outperforms the market?
No,
over the last 12 months HSMV made 9.94%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.65%.
Over the last 3 months HSMV made -1.03%, while SPY made -4.90%.
Over the last 3 months HSMV made -1.03%, while SPY made -4.90%.
Performance Comparison HSMV vs Indeces and Sectors
HSMV vs. Indices HSMV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.02% | -2.49% | -0.70% | -3.71% |
| US NASDAQ 100 | QQQ | -1.53% | -4.75% | -1.49% | -5.27% |
| US Dow Jones Industrial 30 | DIA | -1.09% | -0.01% | -0.17% | 0.13% |
| German DAX 40 | DAX | -1.80% | -5.12% | -20.9% | -18.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.14% | -1.86% | 3.27% | 4.59% |
| Hongkong Hang Seng | HSI | -1.70% | -2.15% | -1.08% | -0.60% |
| India NIFTY 50 | INDA | -0.10% | -6.65% | -0.60% | 7.45% |
| Brasil Bovespa | EWZ | 1.24% | -5.84% | -2.67% | 17.7% |
HSMV vs. Sectors HSMV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.33% | -2.68% | -6.98% | -14.2% |
| Consumer Discretionary | XLY | -0.03% | -1.17% | -2.09% | -5.06% |
| Consumer Staples | XLP | 1.02% | -2.10% | -3.39% | -0.68% |
| Energy | XLE | 2.41% | 10.8% | 6.39% | 18.5% |
| Financial | XLF | -1.71% | -1.29% | -8.97% | -15.0% |
| Health Care | XLV | 1.56% | 1.91% | 4.22% | 9.74% |
| Industrial | XLI | -2.41% | -3.24% | -1.95% | -2.08% |
| Materials | XLB | -0.89% | 0.30% | 7.70% | 12.3% |
| Real Estate | XLRE | -1.54% | -1.73% | 0.72% | -8.18% |
| Technology | XLK | -1.99% | -5.47% | 2.26% | -0.75% |
| Utilities | XLU | -0.06% | -2.51% | -5.50% | -11.2% |
| Aerospace & Defense | XAR | -2.48% | -9.77% | -15.2% | -19.0% |
| Biotech | XBI | -2.14% | -5.70% | 15.2% | 15.3% |
| Homebuilder | XHB | -1.97% | -0.49% | 15.0% | 15.3% |
| Retail | XRT | -1.16% | -0.90% | 5.82% | 11.0% |