(FV) First Trust Dorsey - Performance -2.2% in 12m
Compare FV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
64.61%
#35 in Group
Rel. Strength
42.78%
#4572 in Universe
Total Return 12m
-2.21%
#63 in Group
Total Return 5y
84.33%
#34 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: FV (-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: FV vs QQQ vs S&P 500
QQQ (Invesco QQQ Trust ETF) is the Sector Benchmark for FV
| Total Return (including Dividends) | FV | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | -6.38% | -6.28% | -5.89% |
| 3 Months | -15.97% | -15.25% | -12.45% |
| 12 Months | -2.21% | 5.53% | 6.72% |
| 5 Years | 84.33% | 115.41% | 101.06% |
| Trend Score (consistency of price movement) | FV | QQQ | S&P 500 |
| 1 Month | -78.3% | -77.1% | -74.5% |
| 3 Months | -89.5% | -87.9% | -88.2% |
| 12 Months | 35.8% | 55.5% | 66.1% |
| 5 Years | 80.5% | 77% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
| 1 Month | #37 | -0.12% | -0.53% |
| 3 Month | #34 | -0.85% | -4.02% |
| 12 Month | #56 | -7.33% | -8.37% |
| 5 Years | #62 | -14.4% | -8.32% |
FAQs
Does FV First Trust Dorsey outperforms the market?
No,
over the last 12 months FV made -2.21%, while its related Sector, the Invesco QQQ Trust (QQQ) made 5.53%.
Over the last 3 months FV made -15.97%, while QQQ made -15.25%.
Over the last 3 months FV made -15.97%, while QQQ made -15.25%.
Performance Comparison FV vs Indeces and Sectors
FV vs. Indices FV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.55% | -0.49% | -2.90% | -8.93% |
| US NASDAQ 100 | QQQ | 2.41% | -0.10% | -2.37% | -7.74% |
| US Dow Jones Industrial 30 | DIA | 2.72% | -0.56% | -3.44% | -7.52% |
| German DAX 40 | DAX | -3.81% | 3.02% | -20.0% | -20.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.84% | 1.12% | -5.18% | -8.10% |
| Hongkong Hang Seng | HSI | -2.74% | 3.44% | -4.42% | -18.4% |
| India NIFTY 50 | INDA | -2.82% | -11.2% | -5.35% | -5.28% |
| Brasil Bovespa | EWZ | -2.01% | -1.30% | -5.85% | 7.26% |
FV vs. Sectors FV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.30% | -0.72% | -11.7% | -15.8% |
| Consumer Discretionary | XLY | 2.42% | -2.46% | -5.64% | -11.4% |
| Consumer Staples | XLP | -1.75% | -9.58% | -13.1% | -16.2% |
| Energy | XLE | -3.17% | 3.70% | -3.96% | 8.08% |
| Financial | XLF | 0.18% | -1.87% | -11.0% | -21.2% |
| Health Care | XLV | 1.15% | 0.99% | -1.50% | -1.67% |
| Industrial | XLI | 0.43% | -1.68% | -2.98% | -7.57% |
| Materials | XLB | -0.17% | 0.27% | 4.18% | 5.33% |
| Real Estate | XLRE | -3.79% | -3.49% | -4.25% | -19.3% |
| Technology | XLK | 2.91% | 2.55% | 3.91% | -1.0% |
| Utilities | XLU | -1.76% | -5.96% | -8.64% | -26.6% |
| Aerospace & Defense | XAR | -0.14% | -6.42% | -12.7% | -26.4% |
| Biotech | XBI | -2.01% | 5.50% | 11.7% | 6.70% |
| Homebuilder | XHB | 0.60% | 0.46% | 15.0% | 6.90% |
| Retail | XRT | -0.15% | -4.27% | 1.77% | 2.18% |