(FDL) First Trust - Performance 15% in 12m
Compare FDL with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
86.62%
#4 in Group
Rel. Strength
72.94%
#2162 in Universe
Total Return 12m
14.97%
#8 in Group
Total Return 5y
111.29%
#14 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: FDL (15%) vs DIA (5.3%)
5y Drawdown (Underwater) Chart
Top Performers in Large Value
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 |
|---|---|---|---|---|---|---|---|---|
| FNDX NYSE ARCA Schwab Fundamental U.S. |
-6.32% | 7.09% | 140% | - | - | - | - | - |
| FNDB NYSE ARCA Schwab Fundamental U.S. |
-6.54% | 6.38% | 132% | - | - | - | - | - |
| FDL NYSE ARCA First Trust Morningstar |
-7.19% | 15% | 111% | - | - | - | - | - |
| RWL NYSE ARCA Invesco SP500 Revenue |
-5.13% | 6.36% | 114% | - | - | - | - | - |
| FDVV NYSE ARCA Fidelity High Dividend |
-6.25% | 10.4% | 123% | - | - | - | - | - |
| EQL NYSE ARCA ALPS Equal Sector Weight |
-4.72% | 9.81% | 112% | - | - | - | - | - |
| IUS NASDAQ Invesco RAFI Strategic US |
-5.9% | 3.46% | 118% | - | - | - | - | - |
| SCHV NYSE ARCA Schwab U.S. Large-Cap Value |
-5.45% | 9.24% | 103% | - | - | - | - | - |
Performance Comparison: FDL vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for FDL
| Total Return (including Dividends) | FDL | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -7.19% | -5.82% | -5.89% |
| 3 Months | -2.46% | -10.73% | -12.45% |
| 12 Months | 14.97% | 5.31% | 6.72% |
| 5 Years | 111.29% | 81.31% | 101.06% |
| Trend Score (consistency of price movement) | FDL | DIA | S&P 500 |
| 1 Month | -67.1% | -73.8% | -74.5% |
| 3 Months | 4.50% | -88.6% | -88.2% |
| 12 Months | 82.7% | 71.6% | 66.1% |
| 5 Years | 92.5% | 86.4% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #112 | -1.45% | -1.38% |
| 3 Month | #12 | 9.26% | 11.4% |
| 12 Month | #6 | 9.17% | 7.72% |
| 5 Years | #12 | 16.5% | 5.09% |
FAQs
Does FDL First Trust outperforms the market?
Yes,
over the last 12 months FDL made 14.97%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 5.31%.
Over the last 3 months FDL made -2.46%, while DIA made -10.73%.
Over the last 3 months FDL made -2.46%, while DIA made -10.73%.
Performance Comparison FDL vs Indeces and Sectors
FDL vs. Indices FDL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 2.98% | -1.30% | 6.41% | 8.25% |
| US NASDAQ 100 | QQQ | 3.84% | -0.91% | 6.94% | 9.44% |
| US Dow Jones Industrial 30 | DIA | 4.15% | -1.37% | 5.87% | 9.66% |
| German DAX 40 | DAX | -2.38% | 2.21% | -10.7% | -3.24% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.27% | 0.31% | 4.13% | 9.08% |
| Hongkong Hang Seng | HSI | -1.31% | 2.63% | 4.89% | -1.25% |
| India NIFTY 50 | INDA | -1.39% | -12.0% | 3.96% | 11.9% |
| Brasil Bovespa | EWZ | -0.58% | -2.11% | 3.46% | 24.4% |
FDL vs. Sectors FDL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.73% | -1.53% | -2.40% | 1.43% |
| Consumer Discretionary | XLY | 3.85% | -3.27% | 3.67% | 5.75% |
| Consumer Staples | XLP | -0.32% | -10.4% | -3.81% | 1.03% |
| Energy | XLE | -1.74% | 2.89% | 5.35% | 25.3% |
| Financial | XLF | 1.61% | -2.68% | -1.71% | -3.98% |
| Health Care | XLV | 2.58% | 0.18% | 7.81% | 15.5% |
| Industrial | XLI | 1.86% | -2.49% | 6.33% | 9.61% |
| Materials | XLB | 1.26% | -0.54% | 13.5% | 22.5% |
| Real Estate | XLRE | -2.36% | -4.30% | 5.06% | -2.14% |
| Technology | XLK | 4.34% | 1.74% | 13.2% | 16.2% |
| Utilities | XLU | -0.33% | -6.77% | 0.67% | -9.40% |
| Aerospace & Defense | XAR | 1.29% | -7.23% | -3.35% | -9.19% |
| Biotech | XBI | -0.58% | 4.69% | 21.0% | 23.9% |
| Homebuilder | XHB | 2.03% | -0.35% | 24.3% | 24.1% |
| Retail | XRT | 1.28% | -5.08% | 11.1% | 19.4% |