(FXN) First Trust Energy - Performance -25.2% in 12m
Compare FXN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
56.64%
#13 in Group
Rel. Strength
26.38%
#5887 in Universe
Total Return 12m
-25.21%
#19 in Group
Total Return 5y
225.83%
#7 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: FXN (-25.2%) 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: FXN vs XLE vs S&P 500
XLE (Energy Sector SPDR Fund ETF) is the Sector Benchmark for FXN
| Total Return (including Dividends) | FXN | XLE | S&P 500 |
|---|---|---|---|
| 1 Month | -15.59% | -12.64% | -4.92% |
| 3 Months | -23.37% | -13.94% | -9.03% |
| 12 Months | -25.21% | -14.26% | 7.93% |
| 5 Years | 225.83% | 186.13% | 101.72% |
| Trend Score (consistency of price movement) | FXN | XLE | S&P 500 |
| 1 Month | -64.0% | -58.1% | -71.8% |
| 3 Months | -79.1% | -25% | -84.5% |
| 12 Months | -67.5% | -4.9% | 69.5% |
| 5 Years | 87.5% | 94.9% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLE | vs. S&P 500 |
| 1 Month | #23 | -3.38% | -11.2% |
| 3 Month | #21 | -11.0% | -15.8% |
| 12 Month | #19 | -12.8% | -30.7% |
| 5 Years | #9 | 13.9% | 61.5% |
FAQs
Does FXN First Trust Energy outperforms the market?
No,
over the last 12 months FXN made -25.21%, while its related Sector, the Energy Sector SPDR Fund (XLE) made -14.26%.
Over the last 3 months FXN made -23.37%, while XLE made -13.94%.
Over the last 3 months FXN made -23.37%, while XLE made -13.94%.
Performance Comparison FXN vs Indeces and Sectors
FXN vs. Indices FXN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.53% | -10.7% | -9.47% | -33.1% |
| US NASDAQ 100 | QQQ | -4.33% | -10.6% | -9.75% | -32.1% |
| US Dow Jones Industrial 30 | DIA | -1.48% | -12.1% | -11.3% | -33.9% |
| German DAX 40 | DAX | 1.05% | -7.34% | -25.0% | -42.5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.56% | -7.15% | -12.0% | -31.5% |
| Hongkong Hang Seng | HSI | -1.82% | -4.50% | -9.43% | -39.2% |
| India NIFTY 50 | INDA | 1.74% | -19.0% | -6.50% | -25.7% |
| Brasil Bovespa | EWZ | -0.31% | -9.58% | -7.73% | -12.4% |
FXN vs. Sectors FXN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.19% | -10.6% | -17.9% | -41.2% |
| Consumer Discretionary | XLY | -1.37% | -11.7% | -12.1% | -34.6% |
| Consumer Staples | XLP | -0.38% | -16.6% | -15.7% | -39.0% |
| Energy | XLE | 2.34% | -2.95% | -5.63% | -11.0% |
| Financial | XLF | -1.88% | -12.2% | -17.7% | -45.7% |
| Health Care | XLV | 2.21% | -9.77% | -6.99% | -26.1% |
| Industrial | XLI | -2.78% | -10.9% | -8.33% | -30.3% |
| Materials | XLB | -3.08% | -8.88% | -0.89% | -17.3% |
| Real Estate | XLRE | -1.69% | -10.7% | -7.67% | -37.9% |
| Technology | XLK | -6.02% | -9.0% | -4.30% | -25.6% |
| Utilities | XLU | -0.53% | -14.4% | -14.0% | -51.1% |
| Aerospace & Defense | XAR | -5.17% | -15.4% | -18.7% | -49.5% |
| Biotech | XBI | -3.91% | -2.29% | 6.77% | -14.0% |
| Homebuilder | XHB | 0.78% | -8.49% | 9.90% | -14.4% |
| Retail | XRT | -0.01% | -11.0% | -2.02% | -19.3% |