(FNK) First Trust Mid Cap - Performance -7% in 12m
Compare FNK with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
66.91%
#29 in Group
Rel. Strength
37.33%
#5034 in Universe
Total Return 12m
-6.98%
#50 in Group
Total Return 5y
118.08%
#15 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: FNK (-7%) vs QQQ (9.9%)
5y Drawdown (Underwater) Chart
Top Performers in Mid-Cap Value
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 |
|---|---|---|---|---|---|---|---|---|
| AUSF NYSE ARCA Global X Adaptive U.S. |
-4.15% | 9.5% | 141% | - | - | - | - | - |
| WTV NYSE ARCA WisdomTree Trust |
-4.85% | 10.5% | 137% | - | - | - | - | - |
| VUSE NYSE ARCA Vident Core U.S. Equity |
-1.79% | 8.17% | 137% | - | - | - | - | - |
| RPV NYSE ARCA Invesco SP500 Pure Value |
-5.09% | 5.64% | 123% | - | - | - | - | - |
| ONEY NYSE ARCA SPDR Russell 1000 Yield |
-5.29% | 1.48% | 127% | - | - | - | - | - |
| COWZ BATS Pacer US Cash Cows 100 |
-6.44% | -6.39% | 133% | - | - | - | - | - |
| TPHD NYSE ARCA Timothy Plan High Dividend |
-4.65% | 3.34% | 93.2% | - | - | - | - | - |
| RDIV NYSE ARCA Invesco S&P Ultra Dividend |
-6.58% | 6.93% | 118% | - | - | - | - | - |
Performance Comparison: FNK vs QQQ vs S&P 500
QQQ (Invesco QQQ Trust ETF) is the Sector Benchmark for FNK
| Total Return (including Dividends) | FNK | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | -7.13% | -1.88% | -2.90% |
| 3 Months | -14.35% | -7.96% | -7.85% |
| 12 Months | -6.98% | 9.87% | 9.33% |
| 5 Years | 118.08% | 126.22% | 106.31% |
| Trend Score (consistency of price movement) | FNK | QQQ | S&P 500 |
| 1 Month | -35.2% | -29.1% | -35.6% |
| 3 Months | -90.4% | -88.9% | -89.7% |
| 12 Months | 10.5% | 46.9% | 58.3% |
| 5 Years | 84.8% | 76.9% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
| 1 Month | #51 | -5.34% | -4.35% |
| 3 Month | #50 | -6.94% | -7.05% |
| 12 Month | #51 | -15.3% | -14.9% |
| 5 Years | #24 | -3.60% | 5.70% |
FAQs
Does FNK First Trust Mid Cap outperforms the market?
No,
over the last 12 months FNK made -6.98%, while its related Sector, the Invesco QQQ Trust (QQQ) made 9.87%.
Over the last 3 months FNK made -14.35%, while QQQ made -7.96%.
Over the last 3 months FNK made -14.35%, while QQQ made -7.96%.
Performance Comparison FNK vs Indeces and Sectors
FNK vs. Indices FNK is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.15% | -4.23% | -6.81% | -16.3% |
| US NASDAQ 100 | QQQ | -4.11% | -5.25% | -7.09% | -16.9% |
| US Dow Jones Industrial 30 | DIA | -0.08% | -1.99% | -6.70% | -13.2% |
| German DAX 40 | DAX | 0.51% | -5.24% | -25.1% | -29.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.38% | -3.56% | -5.18% | -12.2% |
| Hongkong Hang Seng | HSI | 0.12% | -3.59% | -7.90% | -17.3% |
| India NIFTY 50 | INDA | 5.28% | -9.18% | -7.89% | -8.32% |
| Brasil Bovespa | EWZ | -1.90% | -9.45% | -10.2% | 1.31% |
FNK vs. Sectors FNK is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.01% | -2.78% | -15.2% | -27.5% |
| Consumer Discretionary | XLY | -4.50% | -4.30% | -10.0% | -17.7% |
| Consumer Staples | XLP | 5.31% | -7.17% | -12.2% | -16.4% |
| Energy | XLE | 1.20% | 4.15% | -5.27% | 4.73% |
| Financial | XLF | -0.19% | -2.83% | -13.9% | -26.6% |
| Health Care | XLV | 0.87% | -2.36% | -4.95% | -6.87% |
| Industrial | XLI | -0.32% | -4.21% | -7.17% | -13.0% |
| Materials | XLB | 1.10% | -2.49% | 0.52% | -0.28% |
| Real Estate | XLRE | 2.68% | -4.96% | -4.65% | -20.7% |
| Technology | XLK | -5.96% | -5.69% | -2.26% | -11.6% |
| Utilities | XLU | 2.0% | -8.16% | -9.43% | -27.1% |
| Aerospace & Defense | XAR | -1.71% | -9.88% | -18.4% | -31.4% |
| Biotech | XBI | -1.28% | -0.96% | 7.11% | -0.96% |
| Homebuilder | XHB | -0.40% | -1.90% | 8.72% | 2.76% |
| Retail | XRT | 0.64% | -4.72% | -1.85% | -2.06% |