(FDLS) Northern Lights Fund - Performance -0.2% in 12m
Compare FDLS with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
36.69%
#59 in Group
Rel. Strength
45.94%
#4318 in Universe
Total Return 12m
-0.22%
#51 in Group
Total Return 5y
14.35%
#60 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: FDLS (-0.2%) vs SPY (6.7%)
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: FDLS vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for FDLS
| Total Return (including Dividends) | FDLS | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -7.73% | -5.89% | -5.89% |
| 3 Months | -16.38% | -12.45% | -12.45% |
| 12 Months | -0.22% | 6.72% | 6.72% |
| 5 Years | 14.35% | 101.06% | 101.06% |
| Trend Score (consistency of price movement) | FDLS | SPY | S&P 500 |
| 1 Month | -77.5% | -74.5% | -74.5% |
| 3 Months | -90.6% | -88.2% | -88.2% |
| 12 Months | 43.0% | 66.1% | 66.1% |
| 5 Years | 91.3% | 84.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #65 | -1.96% | -1.96% |
| 3 Month | #54 | -4.50% | -4.50% |
| 12 Month | #53 | -6.51% | -6.51% |
| 5 Years | #59 | -13.6% | -13.6% |
FAQs
Does FDLS Northern Lights Fund outperforms the market?
No,
over the last 12 months FDLS made -0.22%, while its related Sector, the SPDR SP500 Trust (SPY) made 6.72%.
Over the last 3 months FDLS made -16.38%, while SPY made -12.45%.
Over the last 3 months FDLS made -16.38%, while SPY made -12.45%.
Performance Comparison FDLS vs Indeces and Sectors
FDLS vs. Indices FDLS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 2.69% | -1.84% | -3.08% | -6.94% |
| US NASDAQ 100 | QQQ | 3.55% | -1.45% | -2.55% | -5.75% |
| US Dow Jones Industrial 30 | DIA | 3.86% | -1.91% | -3.62% | -5.53% |
| German DAX 40 | DAX | -2.67% | 1.67% | -20.1% | -18.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.98% | -0.23% | -5.36% | -6.11% |
| Hongkong Hang Seng | HSI | -1.60% | 2.09% | -4.60% | -16.4% |
| India NIFTY 50 | INDA | -1.68% | -12.5% | -5.53% | -3.29% |
| Brasil Bovespa | EWZ | -0.87% | -2.65% | -6.03% | 9.25% |
FDLS vs. Sectors FDLS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.44% | -2.07% | -11.9% | -13.8% |
| Consumer Discretionary | XLY | 3.56% | -3.81% | -5.82% | -9.44% |
| Consumer Staples | XLP | -0.61% | -10.9% | -13.3% | -14.2% |
| Energy | XLE | -2.03% | 2.35% | -4.14% | 10.1% |
| Financial | XLF | 1.32% | -3.22% | -11.2% | -19.2% |
| Health Care | XLV | 2.29% | -0.36% | -1.68% | 0.32% |
| Industrial | XLI | 1.57% | -3.03% | -3.16% | -5.58% |
| Materials | XLB | 0.97% | -1.08% | 4.0% | 7.32% |
| Real Estate | XLRE | -2.65% | -4.84% | -4.43% | -17.3% |
| Technology | XLK | 4.05% | 1.20% | 3.73% | 0.99% |
| Utilities | XLU | -0.62% | -7.31% | -8.82% | -24.6% |
| Aerospace & Defense | XAR | 1.0% | -7.77% | -12.8% | -24.4% |
| Biotech | XBI | -0.87% | 4.15% | 11.5% | 8.69% |
| Homebuilder | XHB | 1.74% | -0.89% | 14.8% | 8.89% |
| Retail | XRT | 0.99% | -5.62% | 1.59% | 4.17% |