(FNX) First Trust Mid Cap - Performance -2.2% in 12m
Compare FNX with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
67.39%
#23 in Group
Rel. Strength
43.44%
#4518 in Universe
Total Return 12m
-2.15%
#63 in Group
Total Return 5y
108.29%
#10 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: FNX (-2.2%) vs QQQ (5.5%)

5y Drawdown (Underwater) Chart

Top Performers in Mid-Cap 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 |
---|---|---|---|---|---|---|---|---|
VFMV BATS Vanguard U.S. Minimum |
-3.37% | 14.7% | 73.2% | - | - | - | - | - |
USMF BATS WisdomTree U.S. Multifactor |
-4.74% | 8.57% | 89.6% | - | - | - | - | - |
JPME NYSE ARCA JPMorgan Diversified Return |
-5.1% | 4.62% | 92.9% | - | - | - | - | - |
CWS NYSE ARCA AdvisorShares Focused |
-2.74% | 6.4% | 94.9% | - | - | - | - | - |
FLQM BATS Franklin LibertyQ U.S. Mid |
-4.66% | 1.86% | 97.8% | - | - | - | - | - |
TPLC NYSE ARCA Timothy Plan US Large/Mid |
-4.67% | 3.17% | 89.9% | - | - | - | - | - |
SPHB NYSE ARCA Invesco SP500 High Beta |
-10.6% | -8.96% | 140% | - | - | - | - | - |
EUSA NYSE ARCA iShares MSCI USA Equal |
-5.75% | 5.02% | 88.2% | - | - | - | - | - |
Performance Comparison: FNX vs QQQ vs S&P 500
QQQ (Invesco QQQ Trust ETF) is the Sector Benchmark for FNX
Total Return (including Dividends) | FNX | QQQ | S&P 500 |
---|---|---|---|
1 Month | -6.65% | -6.28% | -5.89% |
3 Months | -16.86% | -15.25% | -12.45% |
12 Months | -2.15% | 5.53% | 6.72% |
5 Years | 108.29% | 115.41% | 101.06% |
Trend Score (consistency of price movement) | FNX | QQQ | S&P 500 |
1 Month | -73.5% | -77.1% | -74.5% |
3 Months | -91.7% | -87.9% | -88.2% |
12 Months | 37.1% | 55.5% | 66.1% |
5 Years | 74.5% | 77% | 84.3% |
Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
1 Month | #47 | -0.40% | -0.82% |
3 Month | #42 | -1.89% | -5.04% |
12 Month | #55 | -7.28% | -8.32% |
5 Years | #25 | -3.31% | 3.60% |
FAQs
Does FNX First Trust Mid Cap outperforms the market?
No,
over the last 12 months FNX made -2.15%, while its related Sector, the Invesco QQQ Trust (QQQ) made 5.53%.
Over the last 3 months FNX made -16.86%, while QQQ made -15.25%.
Over the last 3 months FNX made -16.86%, while QQQ made -15.25%.
Performance Comparison FNX vs Indeces and Sectors
FNX vs. Indices FNX is Over or Underperforming
Symbol | 1w | 1m | 6m | 12m | |
---|---|---|---|---|---|
US S&P 500 | SPY | 2.33% | -0.76% | -5.34% | -8.87% |
US NASDAQ 100 | QQQ | 3.19% | -0.37% | -4.81% | -7.68% |
US Dow Jones Industrial 30 | DIA | 3.50% | -0.83% | -5.88% | -7.46% |
German DAX 40 | DAX | -3.03% | 2.75% | -22.4% | -20.4% |
Shanghai Shenzhen CSI 300 | CSI 300 | 1.62% | 0.85% | -7.62% | -8.04% |
Hongkong Hang Seng | HSI | -1.96% | 3.17% | -6.86% | -18.4% |
India NIFTY 50 | INDA | -2.04% | -11.4% | -7.79% | -5.22% |
Brasil Bovespa | EWZ | -1.23% | -1.57% | -8.29% | 7.32% |
FNX vs. Sectors FNX is Over or Underperforming
Symbol | 1w | 1m | 6m | 12m | |
---|---|---|---|---|---|
Communication Services | XLC | 2.08% | -0.99% | -14.2% | -15.7% |
Consumer Discretionary | XLY | 3.20% | -2.73% | -8.08% | -11.4% |
Consumer Staples | XLP | -0.97% | -9.85% | -15.6% | -16.1% |
Energy | XLE | -2.39% | 3.43% | -6.40% | 8.14% |
Financial | XLF | 0.96% | -2.14% | -13.5% | -21.1% |
Health Care | XLV | 1.93% | 0.72% | -3.94% | -1.61% |
Industrial | XLI | 1.21% | -1.95% | -5.42% | -7.51% |
Materials | XLB | 0.61% | - | 1.74% | 5.39% |
Real Estate | XLRE | -3.01% | -3.76% | -6.69% | -19.3% |
Technology | XLK | 3.69% | 2.28% | 1.47% | -0.94% |
Utilities | XLU | -0.98% | -6.23% | -11.1% | -26.5% |
Aerospace & Defense | XAR | 0.64% | -6.69% | -15.1% | -26.3% |
Biotech | XBI | -1.23% | 5.23% | 9.21% | 6.76% |
Homebuilder | XHB | 1.38% | 0.19% | 12.6% | 6.96% |
Retail | XRT | 0.63% | -4.54% | -0.67% | 2.24% |