(FCTR) First Trust Lunt U.S. - Performance 1.4% in 12m
Compare FCTR with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
45.31%
#178 in Group
Rel. Strength
46.78%
#4086 in Universe
Total Return 12m
1.42%
#178 in Group
Total Return 5y
94.79%
#107 in Group
12m Total Return: FCTR (1.4%) vs SPY (8.8%)
5y Drawdown (Underwater) Chart
Top Performers in Large 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 |
|---|---|---|---|---|---|---|---|---|
| FCPI BATS Fidelity Stocks Inflation |
-1.48% | 11.5% | 157% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
-3.34% | 5.77% | 126% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
-3.74% | 5.33% | 123% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-3.37% | 8.99% | 147% | - | - | - | - | - |
| SPMO NYSE ARCA Invesco SP500 Momentum |
-4.41% | 17% | 182% | - | - | - | - | - |
| RECS NYSE ARCA Columbia Trust I |
-3.42% | 8.84% | 152% | - | - | - | - | - |
| DGRW NASDAQ WisdomTree U.S. Quality |
-2.33% | 7.27% | 133% | - | - | - | - | - |
| LRGF NYSE ARCA iShares U.S. Equity Factor |
-3.95% | 9.45% | 148% | - | - | - | - | - |
Performance Comparison: FCTR vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for FCTR
| Total Return (including Dividends) | FCTR | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -1.21% | -3.62% | -3.62% |
| 3 Months | -5.47% | -3.76% | -3.76% |
| 12 Months | 1.42% | 8.80% | 8.80% |
| 5 Years | 94.79% | 143.09% | 143.09% |
| Trend Score (consistency of price movement) | FCTR | SPY | S&P 500 |
| 1 Month | 28.4% | -17.5% | -17.5% |
| 3 Months | -58.9% | -55.3% | -55.3% |
| 12 Months | 62.0% | 84.8% | 84.8% |
| 5 Years | 19.9% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #18 | 2.50% | 2.50% |
| 3 Month | #178 | -1.77% | -1.77% |
| 12 Month | #183 | -6.78% | -6.78% |
| 5 Years | #188 | -19.9% | -19.9% |
FAQs
Does FCTR First Trust Lunt U.S. outperforms the market?
No,
over the last 12 months FCTR made 1.42%, while its related Sector, the SPDR SP500 Trust (SPY) made 8.80%.
Over the last 3 months FCTR made -5.47%, while SPY made -3.76%.
Over the last 3 months FCTR made -5.47%, while SPY made -3.76%.
Performance Comparison FCTR vs Indeces and Sectors
FCTR vs. Indices FCTR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.30% | 2.41% | 1.87% | -7.38% |
| US NASDAQ 100 | QQQ | 1.99% | 3.55% | 2.63% | -5.47% |
| US Dow Jones Industrial 30 | DIA | -0.76% | 1.50% | 0.84% | -6.44% |
| German DAX 40 | DAX | 0.38% | 1.60% | -15.9% | -21.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.69% | -1.48% | 10.1% | -7.66% |
| Hongkong Hang Seng | HSI | -2.50% | -3.69% | 6.26% | -16.8% |
| India NIFTY 50 | INDA | -0.32% | -8.01% | 12.8% | 1.56% |
| Brasil Bovespa | EWZ | -1.16% | -9.50% | 8.47% | 12.7% |
FCTR vs. Sectors FCTR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.21% | 2.93% | -6.12% | -17.2% |
| Consumer Discretionary | XLY | 0.89% | 4.41% | 0.70% | -8.87% |
| Consumer Staples | XLP | -6.17% | 0.34% | 1.00% | -9.36% |
| Energy | XLE | -3.05% | -9.08% | -5.23% | -0.66% |
| Financial | XLF | -0.87% | 2.29% | -10.1% | -19.2% |
| Health Care | XLV | -0.89% | 2.59% | 6.80% | 1.98% |
| Industrial | XLI | -0.23% | 0.41% | 3.09% | -5.60% |
| Materials | XLB | -1.97% | -0.90% | 10.5% | 6.49% |
| Real Estate | XLRE | -3.58% | 1.94% | 5.20% | -10.2% |
| Technology | XLK | 2.52% | 3.51% | 6.40% | 1.14% |
| Utilities | XLU | -4.99% | -1.56% | 2.57% | -23.4% |
| Aerospace & Defense | XAR | 2.64% | -0.90% | -1.23% | -15.8% |
| Biotech | XBI | 8.02% | 7.48% | 21.4% | 18.0% |
| Homebuilder | XHB | 0.20% | 0.28% | 22.6% | 12.5% |
| Retail | XRT | -1.28% | 1.44% | 8.64% | 10.9% |