(FCR-UN) First Capital Real - Performance 20.9% in 12m
Compare FCR-UN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
46.09%
#28 in Group
Rel. Strength
75.63%
#1940 in Universe
Total Return 12m
20.93%
#10 in Group
Total Return 5y
61.54%
#27 in Group
P/E 17.5
37th Percentile in Group
P/E Forward 13.7
38th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 1.51%
0th Percentile in Group
12m Total Return: FCR-UN (20.9%) vs XLRE (18.1%)
5y Drawdown (Underwater) Chart
Top Performers in Retail REITs
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
Performance Comparison: FCR-UN vs XLRE vs S&P 500
XLRE (The Real Estate Sector SPDR ETF) is the Sector Benchmark for FCR-UN
| Total Return (including Dividends) | FCR-UN | XLRE | S&P 500 |
|---|---|---|---|
| 1 Month | 4.14% | -0.36% | 0.40% |
| 3 Months | 6.94% | 2.05% | -4.90% |
| 12 Months | 20.93% | 18.12% | 13.65% |
| 5 Years | 61.54% | 50.85% | 114.96% |
| Trend Score (consistency of price movement) | FCR-UN | XLRE | S&P 500 |
| 1 Month | 78.6% | 78.4% | 74.8% |
| 3 Months | -6.80% | -59.7% | -84.7% |
| 12 Months | 39.7% | 36% | 53.5% |
| 5 Years | 55.8% | 42.5% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLRE | vs. S&P 500 |
| 1 Month | #8 | 4.51% | 3.73% |
| 3 Month | #15 | 4.80% | 12.5% |
| 12 Month | #11 | 2.37% | 6.40% |
| 5 Years | #30 | 7.08% | -24.9% |
FAQs
Does FCR-UN First Capital Real outperforms the market?
Yes,
over the last 12 months FCR-UN made 20.93%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 18.12%.
Over the last 3 months FCR-UN made 6.94%, while XLRE made 2.05%.
Over the last 3 months FCR-UN made 6.94%, while XLRE made 2.05%.
Performance Comparison FCR-UN vs Indeces and Sectors
FCR-UN vs. Indices FCR-UN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.90% | 3.74% | -0.27% | 7.28% |
| US NASDAQ 100 | QQQ | 0.39% | 1.48% | -1.06% | 5.72% |
| US Dow Jones Industrial 30 | DIA | 0.83% | 6.22% | 0.26% | 11.1% |
| German DAX 40 | DAX | 0.12% | 1.11% | -20.5% | -7.40% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.06% | 4.37% | 3.70% | 15.6% |
| Hongkong Hang Seng | HSI | 0.22% | 4.08% | -0.65% | 10.4% |
| India NIFTY 50 | INDA | 1.82% | -0.42% | -0.17% | 18.4% |
| Brasil Bovespa | EWZ | 3.16% | 0.39% | -2.24% | 28.7% |
FCR-UN vs. Sectors FCR-UN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.59% | 3.55% | -6.55% | -3.20% |
| Consumer Discretionary | XLY | 1.89% | 5.06% | -1.66% | 5.93% |
| Consumer Staples | XLP | 2.94% | 4.13% | -2.96% | 10.3% |
| Energy | XLE | 4.33% | 17.1% | 6.82% | 29.5% |
| Financial | XLF | 0.21% | 4.94% | -8.54% | -3.97% |
| Health Care | XLV | 3.48% | 8.14% | 4.65% | 20.7% |
| Industrial | XLI | -0.49% | 2.99% | -1.52% | 8.91% |
| Materials | XLB | 1.03% | 6.53% | 8.13% | 23.3% |
| Real Estate | XLRE | 0.38% | 4.50% | 1.15% | 2.81% |
| Technology | XLK | -0.07% | 0.76% | 2.69% | 10.2% |
| Utilities | XLU | 1.86% | 3.72% | -5.07% | -0.17% |
| Aerospace & Defense | XAR | -0.56% | -3.54% | -14.8% | -7.98% |
| Biotech | XBI | -0.22% | 0.53% | 15.7% | 26.3% |
| Homebuilder | XHB | -0.05% | 5.74% | 15.5% | 26.3% |
| Retail | XRT | 0.76% | 5.33% | 6.25% | 22.0% |