(AFSM) First Trust Active - Performance -0.8% in 12m
Compare AFSM with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
55.96%
#16 in Group
Rel. Strength
42.45%
#4618 in Universe
Total Return 12m
-0.77%
#30 in Group
Total Return 5y
97.26%
#8 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: AFSM (-0.8%) vs IWM (-0.1%)
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 |
|---|---|---|---|---|---|---|---|---|
| CSF NASDAQ VictoryShares US Discovery |
-31.6% | - | - | - | - | - | - | - |
| OUSM BATS O’Shares U.S. Small-Cap |
-4.14% | 3.4% | 94.3% | - | - | - | - | - |
| FSMD NYSE ARCA Fidelity Small-Mid Factor |
-4.24% | 4.72% | 96.3% | - | - | - | - | - |
| TPSC NYSE ARCA Timothy Plan US Small Cap |
-5.41% | 3.79% | 103% | - | - | - | - | - |
| SMLF NYSE ARCA iShares MSCI USA Small-Cap |
-6.15% | 2.2% | 98.8% | - | - | - | - | - |
| XMLV NYSE ARCA Invesco S&P MidCap Low |
-2.3% | 11.8% | 57.3% | - | - | - | - | - |
| FNDA NYSE ARCA Schwab Fundamental U.S. |
-6.76% | -1.91% | 101% | - | - | - | - | - |
| PSC NASDAQ Principal U.S. Small-Cap |
-4.51% | 1.82% | 107% | - | - | - | - | - |
Performance Comparison: AFSM vs IWM vs S&P 500
IWM (iShares Russell 2000 ETF) is the Sector Benchmark for AFSM
| Total Return (including Dividends) | AFSM | IWM | S&P 500 |
|---|---|---|---|
| 1 Month | -3.86% | -6.54% | -4.31% |
| 3 Months | -10.50% | -14.10% | -7.85% |
| 12 Months | -0.77% | -0.07% | 10.76% |
| 5 Years | 97.26% | 62.43% | 106.31% |
| Trend Score (consistency of price movement) | AFSM | IWM | S&P 500 |
| 1 Month | -28.7% | -28.6% | -35.6% |
| 3 Months | -88.8% | -92.3% | -89.7% |
| 12 Months | 9.40% | 23% | 58.3% |
| 5 Years | 69.1% | 35.6% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. IWM | vs. S&P 500 |
| 1 Month | #4 | 2.87% | 0.48% |
| 3 Month | #7 | 4.19% | -2.87% |
| 12 Month | #11 | -0.70% | -10.4% |
| 5 Years | #4 | 21.5% | -4.39% |
FAQs
Does AFSM First Trust Active outperforms the market?
No,
over the last 12 months AFSM made -0.77%, while its related Sector, the iShares Russell 2000 (IWM) made -0.07%.
Over the last 3 months AFSM made -10.50%, while IWM made -14.10%.
Over the last 3 months AFSM made -10.50%, while IWM made -14.10%.
Performance Comparison AFSM vs Indeces and Sectors
AFSM vs. Indices AFSM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.06% | 0.45% | -4.28% | -11.5% |
| US NASDAQ 100 | QQQ | -3.02% | 0.38% | -4.28% | -12.8% |
| US Dow Jones Industrial 30 | DIA | 1.01% | 1.92% | -4.54% | -7.75% |
| German DAX 40 | DAX | 1.60% | -0.05% | -22.7% | -24.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 5.47% | -0.36% | -2.86% | -9.39% |
| Hongkong Hang Seng | HSI | 1.21% | -0.98% | -6.15% | -14.8% |
| India NIFTY 50 | INDA | 6.37% | -5.42% | -5.88% | -2.57% |
| Brasil Bovespa | EWZ | -0.81% | -5.83% | -8.78% | 4.73% |
AFSM vs. Sectors AFSM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.92% | 1.72% | -13.0% | -23.2% |
| Consumer Discretionary | XLY | -3.41% | 0.18% | -7.44% | -15.1% |
| Consumer Staples | XLP | 6.40% | -6.61% | -9.60% | -10.3% |
| Energy | XLE | 2.29% | 7.77% | -1.85% | 11.2% |
| Financial | XLF | 0.90% | 0.92% | -12.4% | -20.1% |
| Health Care | XLV | 1.96% | 1.11% | -2.27% | -1.03% |
| Industrial | XLI | 0.77% | 0.21% | -4.63% | -7.68% |
| Materials | XLB | 2.19% | 0.65% | 2.61% | 4.57% |
| Real Estate | XLRE | 3.77% | -1.95% | -2.13% | -15.9% |
| Technology | XLK | -4.87% | 0.66% | 0.59% | -7.01% |
| Utilities | XLU | 3.09% | -5.54% | -7.38% | -21.2% |
| Aerospace & Defense | XAR | -0.62% | -3.56% | -15.6% | -27.8% |
| Biotech | XBI | -0.19% | 3.98% | 8.81% | 1.48% |
| Homebuilder | XHB | 0.69% | 2.16% | 10.7% | 7.20% |
| Retail | XRT | 1.73% | -0.93% | -0.16% | 2.85% |