(FVD) First Trust Value Line - Performance 9.6% in 12m
Compare FVD with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
69.56%
#76 in Group
Rel. Strength
66.49%
#2677 in Universe
Total Return 12m
9.58%
#31 in Group
Total Return 5y
65.73%
#80 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: FVD (9.6%) 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: FVD vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for FVD
| Total Return (including Dividends) | FVD | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -3.57% | -5.82% | -5.89% |
| 3 Months | -3.18% | -10.73% | -12.45% |
| 12 Months | 9.58% | 5.31% | 6.72% |
| 5 Years | 65.73% | 81.31% | 101.06% |
| Trend Score (consistency of price movement) | FVD | DIA | S&P 500 |
| 1 Month | -63.1% | -73.8% | -74.5% |
| 3 Months | -25.3% | -88.6% | -88.2% |
| 12 Months | 64.0% | 71.6% | 66.1% |
| 5 Years | 84.5% | 86.4% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #14 | 2.39% | 2.46% |
| 3 Month | #15 | 8.46% | 10.6% |
| 12 Month | #31 | 4.06% | 2.68% |
| 5 Years | #117 | -8.59% | -17.6% |
FAQs
Does FVD First Trust Value Line outperforms the market?
Yes,
over the last 12 months FVD made 9.58%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 5.31%.
Over the last 3 months FVD made -3.18%, while DIA made -10.73%.
Over the last 3 months FVD made -3.18%, while DIA made -10.73%.
Performance Comparison FVD vs Indeces and Sectors
FVD vs. Indices FVD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 2.14% | 2.32% | 4.03% | 2.86% |
| US NASDAQ 100 | QQQ | 3.0% | 2.71% | 4.56% | 4.05% |
| US Dow Jones Industrial 30 | DIA | 3.31% | 2.25% | 3.49% | 4.27% |
| German DAX 40 | DAX | -3.22% | 5.83% | -13.0% | -8.63% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.43% | 3.93% | 1.75% | 3.69% |
| Hongkong Hang Seng | HSI | -2.15% | 6.25% | 2.51% | -6.64% |
| India NIFTY 50 | INDA | -2.23% | -8.34% | 1.58% | 6.51% |
| Brasil Bovespa | EWZ | -1.42% | 1.51% | 1.08% | 19.1% |
FVD vs. Sectors FVD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.89% | 2.09% | -4.78% | -3.96% |
| Consumer Discretionary | XLY | 3.01% | 0.35% | 1.29% | 0.36% |
| Consumer Staples | XLP | -1.16% | -6.77% | -6.19% | -4.36% |
| Energy | XLE | -2.58% | 6.51% | 2.97% | 19.9% |
| Financial | XLF | 0.77% | 0.94% | -4.09% | -9.37% |
| Health Care | XLV | 1.74% | 3.80% | 5.43% | 10.1% |
| Industrial | XLI | 1.02% | 1.13% | 3.95% | 4.22% |
| Materials | XLB | 0.42% | 3.08% | 11.1% | 17.1% |
| Real Estate | XLRE | -3.20% | -0.68% | 2.68% | -7.53% |
| Technology | XLK | 3.50% | 5.36% | 10.8% | 10.8% |
| Utilities | XLU | -1.17% | -3.15% | -1.71% | -14.8% |
| Aerospace & Defense | XAR | 0.45% | -3.61% | -5.73% | -14.6% |
| Biotech | XBI | -1.42% | 8.31% | 18.6% | 18.5% |
| Homebuilder | XHB | 1.19% | 3.27% | 21.9% | 18.7% |
| Retail | XRT | 0.44% | -1.46% | 8.70% | 14.0% |