FVD Performance & Benchmarks - 3.5% in 12m
The Total Return for 3m is 0.9%, for 6m -7.6% and YTD -7.3%. Compare with Peer-Group: US Equity Income
Performance Rating
10.11%
#19 in Peer-Group
Rel. Strength
40.26%
#4593 in Stock-Universe
Total Return 12m
3.50%
#13 in Peer-Group
Total Return 5y
7.74%
#19 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | EUR |
|---|---|
| 52 Week High | 26.34 EUR |
| 52 Week Low | 21.81 EUR |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 53.14 |
| Buy/Sell Signal +-5 | -1.69 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: FVD (3.5%) vs SPY (22.9%)
5y Drawdown (Underwater) Chart
Top Performer in US Equity Income
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| FVD | -1.01% | 1.49% | 0.92% |
| FUSA | -1.12% | 2.22% | 7.71% |
| FUSD | -1.14% | 2.17% | 7.62% |
| JEQP | -1.18% | 2.66% | 6.07% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| FVD | -7.62% | 3.5% | 7.74% |
| FUSA | -4.67% | 9.70% | 92.5% |
| FUSD | -4.67% | 8.86% | 109% |
| QYLE | -15.9% | 10.1% | 46.2% |
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 |
|---|---|---|---|---|---|---|---|---|
| FUSD XETRA Fidelity SICAV - Fidelity |
2.17% | 8.86% | 109% | - | - | - | - | - |
| FUSA XETRA Fidelity US Quality Income |
2.22% | 9.7% | 92.5% | - | - | - | - | - |
| SPYD XETRA SPDR S&P US Dividend |
1.23% | 1.12% | 64.9% | - | - | - | - | - |
| QYLE XETRA Global X NASDAQ 100 Covered |
1.71% | 10.1% | 46.2% | - | - | - | - | - |
| JEQP XETRA JPM Nasdaq Equity Premium |
2.66% | -5.77% | -5.77% | - | - | - | - | - |
Performance Comparison: FVD vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for FVD
| Total Return (including Dividends) | FVD | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 1.49% | 1.17% | 1.17% |
| 3 Months | 0.92% | 11.77% | 11.77% |
| 12 Months | 3.50% | 22.89% | 22.89% |
| 5 Years | 7.74% | 101.58% | 101.58% |
| Trend Stabilty (consistency of price movement) | FVD | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 70.6% | 58.7% | 58.7% |
| 3 Months | -21.1% | 96.1% | 96.1% |
| 12 Months | -38.8% | 50.3% | 50.3% |
| 5 Years | 66.2% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 76 %th | 0.31% | 0.31% |
| 3 Month | 24 %th | -9.71% | -9.71% |
| 12 Month | 38 %th | -15.78% | -15.78% |
| 5 Years | 10 %th | -35.09% | -35.09% |
FAQs
Does First Trust Value Line (FVD) outperform the market?
No,
over the last 12 months FVD made 3.50%, while its related Sector, the SPDR SP500 Trust (SPY) made 22.89%.
Over the last 3 months FVD made 0.92%, while SPY made 11.77%.
Performance Comparison FVD vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
FVD vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.1% | 0.3% | -12.2% | -19% |
| US NASDAQ 100 | QQQ | 0.2% | 0% | -14.2% | -26% |
| German DAX 40 | DAX | 0.6% | 2.4% | -17.6% | -33% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.4% | -2.4% | -18.7% | -19% |
| Hongkong Hang Seng | HSI | 0.7% | -3.6% | -39% | -39% |
| India NIFTY 50 | INDA | 1% | 6.8% | -9.8% | 7% |
| Brasil Bovespa | EWZ | -2% | 7% | -15.9% | -4% |
FVD vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.1% | 1.2% | -12.9% | -28% |
| Consumer Discretionary | XLY | 1.5% | 1.3% | -3.6% | -26% |
| Consumer Staples | XLP | -0.1% | 3.5% | -10.6% | -3% |
| Energy | XLE | 2.9% | 2.3% | -3.9% | 1% |
| Financial | XLF | 1.1% | 3.4% | -8.4% | -25% |
| Health Care | XLV | 0.4% | 2.9% | 2.4% | 12% |
| Industrial | XLI | 0.3% | 0.2% | -18.3% | -23% |
| Materials | XLB | 1.4% | 3.7% | -8% | 1% |
| Real Estate | XLRE | 1.3% | 0.8% | -8.6% | -3% |
| Technology | XLK | 0.5% | -0.6% | -19.1% | -29% |
| Utilities | XLU | -3.2% | -3.9% | -19.4% | -20% |
| Aerospace & Defense | XAR | -1.1% | -2.5% | -31.9% | -53% |
| Biotech | XBI | -2.2% | -2.4% | 0.7% | 11% |
| Homebuilder | XHB | -2.8% | -4.5% | -7.7% | 3% |
| Retail | XRT | -0.2% | 1.9% | -7.3% | -8% |
FVD vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 5% | 3.40% | -6.21% | 1% |
| Natural Gas | UNG | 4.2% | 14.2% | 18.3% | 2% |
| Gold | GLD | -2.6% | 0.3% | -25.4% | -36% |
| Silver | SLV | -0.1% | -1.3% | -24.7% | -35% |
| Copper | CPER | 21.3% | 14.1% | -5% | -5% |
FVD vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -2.6% | -1.4% | -8% | 10% |
| iShares High Yield Corp. Bond | HYG | -1.2% | 0.9% | -11.2% | -7% |