(FXR) First Trust - Performance -4.4% in 12m
Compare FXR with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
69.38%
#17 in Group
Rel. Strength
40.98%
#4714 in Universe
Total Return 12m
-4.42%
#23 in Group
Total Return 5y
112.20%
#14 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
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12m Total Return: FXR (-4.4%) vs XLI (5.4%)
5y Drawdown (Underwater) Chart
Top Performers in Industrials
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 |
|---|---|---|---|---|---|---|---|---|
| PPA NYSE ARCA Invesco Aerospace Defense |
-1.14% | 18.7% | 127% | - | - | - | - | - |
| RGI NYSE ARCA Invesco SP500 Equal Weight |
-5.39% | 3.85% | 139% | - | - | - | - | - |
| AIRR NASDAQ First Trust RBA American |
-3% | 9.34% | 237% | - | - | - | - | - |
| ITA BATS iShares U.S. Aerospace |
-2.08% | 18.3% | 105% | - | - | - | - | - |
| XLI NYSE ARCA Industrial Sector SPDR |
-4.7% | 5.36% | 121% | - | - | - | - | - |
| RSPN NYSE ARCA Invesco SP500 Equal Weight |
-5.6% | 3.29% | 130% | - | - | - | - | - |
| VIS NYSE ARCA Vanguard Industrials |
-4.85% | 3.69% | 122% | - | - | - | - | - |
| FIDU NYSE ARCA Fidelity MSCI Industrials |
-4.67% | 3.43% | 122% | - | - | - | - | - |
Performance Comparison: FXR vs XLI vs S&P 500
XLI (Industrial Sector SPDR ETF) is the Sector Benchmark for FXR
| Total Return (including Dividends) | FXR | XLI | S&P 500 |
|---|---|---|---|
| 1 Month | -8.09% | -4.70% | -5.89% |
| 3 Months | -18.82% | -10.60% | -12.45% |
| 12 Months | -4.42% | 5.36% | 6.72% |
| 5 Years | 112.20% | 120.63% | 101.06% |
| Trend Score (consistency of price movement) | FXR | XLI | S&P 500 |
| 1 Month | -75.3% | -73.8% | -74.5% |
| 3 Months | -94.7% | -90.3% | -88.2% |
| 12 Months | 39.9% | 63.2% | 66.1% |
| 5 Years | 78.6% | 87.4% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLI | vs. S&P 500 |
| 1 Month | #25 | -3.56% | -2.34% |
| 3 Month | #25 | -9.20% | -7.28% |
| 12 Month | #23 | -9.28% | -10.4% |
| 5 Years | #18 | -3.82% | 5.54% |
FAQs
Does FXR First Trust outperforms the market?
No,
over the last 12 months FXR made -4.42%, while its related Sector, the Industrial Sector SPDR (XLI) made 5.36%.
Over the last 3 months FXR made -18.82%, while XLI made -10.60%.
Over the last 3 months FXR made -18.82%, while XLI made -10.60%.
Performance Comparison FXR vs Indeces and Sectors
FXR vs. Indices FXR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.22% | -2.20% | -7.42% | -11.1% |
| US NASDAQ 100 | QQQ | 1.08% | -1.81% | -6.89% | -9.95% |
| US Dow Jones Industrial 30 | DIA | 1.39% | -2.27% | -7.96% | -9.73% |
| German DAX 40 | DAX | -5.14% | 1.31% | -24.5% | -22.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.49% | -0.59% | -9.70% | -10.3% |
| Hongkong Hang Seng | HSI | -4.07% | 1.73% | -8.94% | -20.6% |
| India NIFTY 50 | INDA | -4.15% | -12.9% | -9.87% | -7.49% |
| Brasil Bovespa | EWZ | -3.34% | -3.01% | -10.4% | 5.05% |
FXR vs. Sectors FXR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.03% | -2.43% | -16.2% | -18.0% |
| Consumer Discretionary | XLY | 1.09% | -4.17% | -10.2% | -13.6% |
| Consumer Staples | XLP | -3.08% | -11.3% | -17.6% | -18.4% |
| Energy | XLE | -4.50% | 1.99% | -8.48% | 5.87% |
| Financial | XLF | -1.15% | -3.58% | -15.5% | -23.4% |
| Health Care | XLV | -0.18% | -0.72% | -6.02% | -3.88% |
| Industrial | XLI | -0.90% | -3.39% | -7.50% | -9.78% |
| Materials | XLB | -1.50% | -1.44% | -0.34% | 3.12% |
| Real Estate | XLRE | -5.12% | -5.20% | -8.77% | -21.5% |
| Technology | XLK | 1.58% | 0.84% | -0.61% | -3.21% |
| Utilities | XLU | -3.09% | -7.67% | -13.2% | -28.8% |
| Aerospace & Defense | XAR | -1.47% | -8.13% | -17.2% | -28.6% |
| Biotech | XBI | -3.34% | 3.79% | 7.13% | 4.49% |
| Homebuilder | XHB | -0.73% | -1.25% | 10.5% | 4.69% |
| Retail | XRT | -1.48% | -5.98% | -2.75% | -0.03% |