(FRI) First Trust S&P REIT - Performance 14.2% in 12m
Compare FRI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
43.51%
#6 in Group
Rel. Strength
72.13%
#2227 in Universe
Total Return 12m
14.19%
#21 in Group
Total Return 5y
56.17%
#10 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
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FCF Yield -
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12m Total Return: FRI (14.2%) vs XLRE (17.1%)
5y Drawdown (Underwater) Chart
Top Performers in Real Estate
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 |
|---|---|---|---|---|---|---|---|---|
| REZ NYSE ARCA iShares Residential |
-3.35% | 22.6% | 65.7% | - | - | - | - | - |
| USRT NYSE ARCA iShares Core U.S. REIT |
-4.2% | 14.5% | 58.7% | - | - | - | - | - |
| BBRE BATS JPMorgan BetaBuilders MSCI |
-4.28% | 14.2% | 57.7% | - | - | - | - | - |
| FRI NYSE ARCA First Trust S&P REIT |
-3.88% | 14.2% | 56.2% | - | - | - | - | - |
| RWR NYSE ARCA SPDR Dow Jones REIT |
-4.33% | 13.6% | 53.6% | - | - | - | - | - |
| XLRE NYSE ARCA The Real Estate Sector SPDR |
-2.89% | 17.1% | 43.8% | - | - | - | - | - |
| PPTY NYSE ARCA U.S. Diversified Real |
-5.77% | 8.54% | 43.4% | - | - | - | - | - |
| IYR NYSE ARCA iShares U.S. Real Estate |
-3.63% | 15.5% | 42.6% | - | - | - | - | - |
Performance Comparison: FRI vs XLRE vs S&P 500
XLRE (The Real Estate Sector SPDR ETF) is the Sector Benchmark for FRI
| Total Return (including Dividends) | FRI | XLRE | S&P 500 |
|---|---|---|---|
| 1 Month | -3.88% | -2.89% | -5.89% |
| 3 Months | -5.26% | -2.68% | -12.45% |
| 12 Months | 14.19% | 17.11% | 6.72% |
| 5 Years | 56.17% | 43.78% | 101.06% |
| Trend Score (consistency of price movement) | FRI | XLRE | S&P 500 |
| 1 Month | -64.2% | -63.6% | -74.5% |
| 3 Months | -57.4% | -27.5% | -88.2% |
| 12 Months | 44.9% | 46.6% | 66.1% |
| 5 Years | 50.4% | 43.4% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLRE | vs. S&P 500 |
| 1 Month | #16 | -1.02% | 2.13% |
| 3 Month | #21 | -2.65% | 8.21% |
| 12 Month | #21 | -2.49% | 7.0% |
| 5 Years | #9 | 8.62% | -22.3% |
FAQs
Does FRI First Trust S&P REIT outperforms the market?
No,
over the last 12 months FRI made 14.19%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 17.11%.
Over the last 3 months FRI made -5.26%, while XLRE made -2.68%.
Over the last 3 months FRI made -5.26%, while XLRE made -2.68%.
Performance Comparison FRI vs Indeces and Sectors
FRI vs. Indices FRI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 5.60% | 2.01% | -0.47% | 7.47% |
| US NASDAQ 100 | QQQ | 6.46% | 2.40% | 0.06% | 8.66% |
| US Dow Jones Industrial 30 | DIA | 6.77% | 1.94% | -1.01% | 8.88% |
| German DAX 40 | DAX | 0.24% | 5.52% | -17.5% | -4.02% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.89% | 3.62% | -2.75% | 8.30% |
| Hongkong Hang Seng | HSI | 1.31% | 5.94% | -1.99% | -2.03% |
| India NIFTY 50 | INDA | 1.23% | -8.65% | -2.92% | 11.1% |
| Brasil Bovespa | EWZ | 2.04% | 1.20% | -3.42% | 23.7% |
FRI vs. Sectors FRI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 5.35% | 1.78% | -9.28% | 0.65% |
| Consumer Discretionary | XLY | 6.47% | 0.04% | -3.21% | 4.97% |
| Consumer Staples | XLP | 2.30% | -7.08% | -10.7% | 0.25% |
| Energy | XLE | 0.88% | 6.20% | -1.53% | 24.5% |
| Financial | XLF | 4.23% | 0.63% | -8.59% | -4.76% |
| Health Care | XLV | 5.20% | 3.49% | 0.93% | 14.7% |
| Industrial | XLI | 4.48% | 0.82% | -0.55% | 8.83% |
| Materials | XLB | 3.88% | 2.77% | 6.61% | 21.7% |
| Real Estate | XLRE | 0.26% | -0.99% | -1.82% | -2.92% |
| Technology | XLK | 6.96% | 5.05% | 6.34% | 15.4% |
| Utilities | XLU | 2.29% | -3.46% | -6.21% | -10.2% |
| Aerospace & Defense | XAR | 3.91% | -3.92% | -10.2% | -9.97% |
| Biotech | XBI | 2.04% | 8.0% | 14.1% | 23.1% |
| Homebuilder | XHB | 4.65% | 2.96% | 17.4% | 23.3% |
| Retail | XRT | 3.90% | -1.77% | 4.20% | 18.6% |