(EIPX) First Trust - Performance 7.7% in 12m
Compare EIPX with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
57.48%
#11 in Group
Rel. Strength
63.34%
#2932 in Universe
Total Return 12m
7.66%
#2 in Group
Total Return 5y
29.86%
#21 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: EIPX (7.7%) vs XLE (-14.3%)
5y Drawdown (Underwater) Chart
Top Performers in Equity Energy
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 |
|---|---|---|---|---|---|---|---|---|
| RSPG NYSE ARCA Invesco SP500 Equal Weight |
-13.9% | -15.2% | 236% | - | - | - | - | - |
| FENY NYSE ARCA Fidelity MSCI Energy Index |
-12.5% | -14.5% | 194% | - | - | - | - | - |
| VDE NYSE ARCA Vanguard Energy Shares |
-12.6% | -14.6% | 198% | - | - | - | - | - |
| IYE NYSE ARCA iShares U.S. Energy |
-12.2% | -13.5% | 176% | - | - | - | - | - |
| XLE NYSE ARCA Energy Sector SPDR Fund |
-12.6% | -14.3% | 186% | - | - | - | - | - |
| FTXN NASDAQ First Trust Nasdaq Oil Gas |
-14.3% | -20.8% | 196% | - | - | - | - | - |
| IXC NYSE ARCA iShares Global Energy |
-11.2% | -13.5% | 145% | - | - | - | - | - |
| FCG NYSE ARCA First Trust Natural Gas |
-15% | -23% | 311% | - | - | - | - | - |
Performance Comparison: EIPX vs XLE vs S&P 500
XLE (Energy Sector SPDR Fund ETF) is the Sector Benchmark for EIPX
| Total Return (including Dividends) | EIPX | XLE | S&P 500 |
|---|---|---|---|
| 1 Month | -7.32% | -12.64% | -4.92% |
| 3 Months | -7.32% | -13.94% | -9.03% |
| 12 Months | 7.66% | -14.26% | 7.93% |
| 5 Years | 29.86% | 186.13% | 101.72% |
| Trend Score (consistency of price movement) | EIPX | XLE | S&P 500 |
| 1 Month | -59.5% | -58.1% | -71.8% |
| 3 Months | -37.0% | -25% | -84.5% |
| 12 Months | 82.4% | -4.9% | 69.5% |
| 5 Years | 95.9% | 94.9% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLE | vs. S&P 500 |
| 1 Month | #6 | 6.08% | -2.52% |
| 3 Month | #4 | 7.69% | 1.88% |
| 12 Month | #2 | 25.6% | -0.25% |
| 5 Years | #3 | 36.0% | -13.5% |
FAQs
Does EIPX First Trust outperforms the market?
Yes,
over the last 12 months EIPX made 7.66%, while its related Sector, the Energy Sector SPDR Fund (XLE) made -14.26%.
Over the last 3 months EIPX made -7.32%, while XLE made -13.94%.
Over the last 3 months EIPX made -7.32%, while XLE made -13.94%.
Performance Comparison EIPX vs Indeces and Sectors
EIPX vs. Indices EIPX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.94% | -2.40% | 5.28% | -0.27% |
| US NASDAQ 100 | QQQ | -3.74% | -2.33% | 5.0% | 0.76% |
| US Dow Jones Industrial 30 | DIA | -0.89% | -3.81% | 3.45% | -1.07% |
| German DAX 40 | DAX | 1.64% | 0.93% | -10.3% | -9.61% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.97% | 1.12% | 2.73% | 1.39% |
| Hongkong Hang Seng | HSI | -1.23% | 3.77% | 5.32% | -6.37% |
| India NIFTY 50 | INDA | 2.33% | -10.7% | 8.25% | 7.19% |
| Brasil Bovespa | EWZ | 0.28% | -1.31% | 7.02% | 20.5% |
EIPX vs. Sectors EIPX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.60% | -2.30% | -3.13% | -8.34% |
| Consumer Discretionary | XLY | -0.78% | -3.47% | 2.69% | -1.77% |
| Consumer Staples | XLP | 0.21% | -8.30% | -0.90% | -6.10% |
| Energy | XLE | 2.93% | 5.32% | 9.12% | 21.9% |
| Financial | XLF | -1.29% | -3.96% | -2.99% | -12.8% |
| Health Care | XLV | 2.80% | -1.50% | 7.76% | 6.73% |
| Industrial | XLI | -2.19% | -2.65% | 6.42% | 2.57% |
| Materials | XLB | -2.49% | -0.61% | 13.9% | 15.6% |
| Real Estate | XLRE | -1.10% | -2.38% | 7.08% | -5.01% |
| Technology | XLK | -5.43% | -0.73% | 10.5% | 7.28% |
| Utilities | XLU | 0.06% | -6.10% | 0.75% | -18.2% |
| Aerospace & Defense | XAR | -4.58% | -7.14% | -3.96% | -16.7% |
| Biotech | XBI | -3.32% | 5.98% | 21.5% | 18.9% |
| Homebuilder | XHB | 1.37% | -0.22% | 24.7% | 18.5% |
| Retail | XRT | 0.58% | -2.68% | 12.7% | 13.5% |