(FYX) First Trust Small Cap - Performance -1.2% in 12m
Compare FYX with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
54.93%
#18 in Group
Rel. Strength
42.39%
#4623 in Universe
Total Return 12m
-1.21%
#34 in Group
Total Return 5y
100.30%
#6 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: FYX (-1.2%) vs IWM (-0.7%)
5y Drawdown (Underwater) Chart
Top Performers in Small 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 |
|---|---|---|---|---|---|---|---|---|
| OUSM BATS O’Shares U.S. Small-Cap |
-4.51% | 2% | 93.9% | - | - | - | - | - |
| FSMD NYSE ARCA Fidelity Small-Mid Factor |
-4.39% | 4.16% | 96.4% | - | - | - | - | - |
| TPSC NYSE ARCA Timothy Plan US Small Cap |
-5.38% | 3.34% | 104% | - | - | - | - | - |
| SMLF NYSE ARCA iShares MSCI USA Small-Cap |
-6.55% | 1.53% | 98.5% | - | - | - | - | - |
| XMLV NYSE ARCA Invesco S&P MidCap Low |
-1.96% | 12.1% | 58.5% | - | - | - | - | - |
| FNDA NYSE ARCA Schwab Fundamental U.S. |
-7.11% | -2.23% | 102% | - | - | - | - | - |
| PSC NASDAQ Principal U.S. Small-Cap |
-4.95% | 0.82% | 107% | - | - | - | - | - |
| SMMV BATS iShares MSCI USA Small-Cap |
-1.73% | 14.3% | 59.6% | - | - | - | - | - |
Performance Comparison: FYX vs IWM vs S&P 500
IWM (iShares Russell 2000 ETF) is the Sector Benchmark for FYX
| Total Return (including Dividends) | FYX | IWM | S&P 500 |
|---|---|---|---|
| 1 Month | -7.62% | -7.09% | -4.77% |
| 3 Months | -16.26% | -14.95% | -9.81% |
| 12 Months | -1.21% | -0.71% | 9.54% |
| 5 Years | 100.30% | 62.38% | 104.83% |
| Trend Score (consistency of price movement) | FYX | IWM | S&P 500 |
| 1 Month | -46.4% | -44.2% | -51.2% |
| 3 Months | -93.5% | -92.8% | -90.1% |
| 12 Months | 29.8% | 25.1% | 59.4% |
| 5 Years | 55.6% | 35.7% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. IWM | vs. S&P 500 |
| 1 Month | #26 | -0.57% | -2.99% |
| 3 Month | #22 | -1.54% | -7.16% |
| 12 Month | #14 | -0.51% | -9.82% |
| 5 Years | #2 | 23.4% | -2.21% |
FAQs
Does FYX First Trust Small Cap outperforms the market?
No,
over the last 12 months FYX made -1.21%, while its related Sector, the iShares Russell 2000 (IWM) made -0.71%.
Over the last 3 months FYX made -16.26%, while IWM made -14.95%.
Over the last 3 months FYX made -16.26%, while IWM made -14.95%.
Performance Comparison FYX vs Indeces and Sectors
FYX vs. Indices FYX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.08% | -2.85% | -6.25% | -10.8% |
| US NASDAQ 100 | QQQ | -1.47% | -2.87% | -6.49% | -11.5% |
| US Dow Jones Industrial 30 | DIA | 1.31% | -1.91% | -6.63% | -7.20% |
| German DAX 40 | DAX | -0.40% | -4.21% | -24.6% | -22.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.93% | -4.53% | -6.56% | -10.8% |
| Hongkong Hang Seng | HSI | -0.73% | -4.41% | -9.17% | -16.7% |
| India NIFTY 50 | INDA | 0.94% | -10.7% | -8.96% | -5.28% |
| Brasil Bovespa | EWZ | -2.26% | -9.72% | -9.99% | 5.53% |
FYX vs. Sectors FYX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.18% | -2.63% | -15.3% | -18.5% |
| Consumer Discretionary | XLY | -0.93% | -2.64% | -8.69% | -13.6% |
| Consumer Staples | XLP | 4.77% | -9.70% | -11.7% | -10.7% |
| Energy | XLE | 2.49% | 3.48% | -4.68% | 10.2% |
| Financial | XLF | 0.34% | -3.83% | -14.4% | -20.4% |
| Health Care | XLV | 2.37% | -0.99% | -4.0% | -0.32% |
| Industrial | XLI | 0.80% | -3.70% | -7.08% | -8.46% |
| Materials | XLB | 0.69% | -3.81% | -0.18% | 2.74% |
| Real Estate | XLRE | 3.42% | -4.68% | -4.22% | -15.8% |
| Technology | XLK | -2.75% | -2.01% | -1.24% | -5.67% |
| Utilities | XLU | 2.90% | -7.98% | -8.91% | -22.4% |
| Aerospace & Defense | XAR | 0.67% | -7.0% | -17.6% | -26.8% |
| Biotech | XBI | -2.76% | 1.31% | 5.55% | 2.28% |
| Homebuilder | XHB | -0.08% | -1.79% | 8.49% | 6.18% |
| Retail | XRT | 0.82% | -3.79% | -2.53% | 2.85% |