(HSMV) First Trust Horizon - Performance 8.4% in 12m
Compare HSMV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
58.59%
#11 in Group
Rel. Strength
60.39%
#3179 in Universe
Total Return 12m
8.44%
#4 in Group
Total Return 5y
61.59%
#34 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: HSMV (8.4%) vs SPY (10.8%)
5y Drawdown (Underwater) Chart
Top Performers in Small 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 |
|---|---|---|---|---|---|---|---|---|
| CSF NASDAQ VictoryShares US Discovery |
-31.6% | - | - | - | - | - | - | - |
| OUSM BATS O’Shares U.S. Small-Cap |
-4.14% | 3.4% | 94.3% | - | - | - | - | - |
| FSMD NYSE ARCA Fidelity Small-Mid Factor |
-4.24% | 4.72% | 96.3% | - | - | - | - | - |
| TPSC NYSE ARCA Timothy Plan US Small Cap |
-5.41% | 3.79% | 103% | - | - | - | - | - |
| SMLF NYSE ARCA iShares MSCI USA Small-Cap |
-6.15% | 2.2% | 98.8% | - | - | - | - | - |
| XMLV NYSE ARCA Invesco S&P MidCap Low |
-2.3% | 11.8% | 57.3% | - | - | - | - | - |
| FNDA NYSE ARCA Schwab Fundamental U.S. |
-6.76% | -1.91% | 101% | - | - | - | - | - |
| PSC NASDAQ Principal U.S. Small-Cap |
-4.51% | 1.82% | 107% | - | - | - | - | - |
Performance Comparison: HSMV vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for HSMV
| Total Return (including Dividends) | HSMV | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -2.29% | -4.31% | -4.31% |
| 3 Months | -4.08% | -7.85% | -7.85% |
| 12 Months | 8.44% | 10.76% | 10.76% |
| 5 Years | 61.59% | 106.31% | 106.31% |
| Trend Score (consistency of price movement) | HSMV | SPY | S&P 500 |
| 1 Month | -30.1% | -35.6% | -35.6% |
| 3 Months | -71.7% | -89.7% | -89.7% |
| 12 Months | 54.4% | 58.3% | 58.3% |
| 5 Years | 70.0% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #6 | 2.11% | 2.11% |
| 3 Month | #3 | 4.09% | 4.09% |
| 12 Month | #16 | -2.09% | -2.09% |
| 5 Years | #46 | -21.7% | -21.7% |
FAQs
Does HSMV First Trust Horizon outperforms the market?
No,
over the last 12 months HSMV made 8.44%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.76%.
Over the last 3 months HSMV made -4.08%, while SPY made -7.85%.
Over the last 3 months HSMV made -4.08%, while SPY made -7.85%.
Performance Comparison HSMV vs Indeces and Sectors
HSMV vs. Indices HSMV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -4.57% | 2.02% | 1.10% | -2.32% |
| US NASDAQ 100 | QQQ | -6.53% | 1.95% | 1.10% | -3.57% |
| US Dow Jones Industrial 30 | DIA | -2.50% | 3.49% | 0.84% | 1.46% |
| German DAX 40 | DAX | -1.91% | 1.52% | -17.3% | -15.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.96% | 1.21% | 2.52% | -0.18% |
| Hongkong Hang Seng | HSI | -2.30% | 0.59% | -0.77% | -5.58% |
| India NIFTY 50 | INDA | 2.86% | -3.85% | -0.50% | 6.64% |
| Brasil Bovespa | EWZ | -4.32% | -4.26% | -3.40% | 13.9% |
HSMV vs. Sectors HSMV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -4.43% | 3.29% | -7.64% | -14.0% |
| Consumer Discretionary | XLY | -6.92% | 1.75% | -2.06% | -5.91% |
| Consumer Staples | XLP | 2.89% | -5.04% | -4.22% | -1.05% |
| Energy | XLE | -1.22% | 9.34% | 3.53% | 20.4% |
| Financial | XLF | -2.61% | 2.49% | -7.0% | -10.9% |
| Health Care | XLV | -1.55% | 2.68% | 3.11% | 8.18% |
| Industrial | XLI | -2.74% | 1.78% | 0.75% | 1.53% |
| Materials | XLB | -1.32% | 2.22% | 7.99% | 13.8% |
| Real Estate | XLRE | 0.26% | -0.38% | 3.25% | -6.68% |
| Technology | XLK | -8.38% | 2.23% | 5.97% | 2.20% |
| Utilities | XLU | -0.42% | -3.97% | -2.0% | -12.0% |
| Aerospace & Defense | XAR | -4.13% | -1.99% | -10.2% | -18.5% |
| Biotech | XBI | -3.70% | 5.55% | 14.2% | 10.7% |
| Homebuilder | XHB | -2.82% | 3.73% | 16.1% | 16.4% |
| Retail | XRT | -1.78% | 0.64% | 5.22% | 12.1% |