(FCR-UN) First Capital Real - Performance 9.7% in 12m
Compare FCR-UN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
47.47%
#28 in Group
Rel. Strength
62.76%
#2847 in Universe
Total Return 12m
9.69%
#29 in Group
Total Return 5y
55.36%
#31 in Group
P/E 17.1
38th Percentile in Group
P/E Forward 13.5
45th Percentile in Group
PEG -
(unknown) Percentile in Group
FCF Yield 1.52%
0th Percentile in Group
12m Total Return: FCR-UN (9.7%) vs XLRE (13.4%)
5y Drawdown (Underwater) Chart
Top Performers in Retail REITs
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
Performance Comparison: FCR-UN vs XLRE vs S&P 500
XLRE (The Real Estate Sector SPDR ETF) is the Sector Benchmark for FCR-UN
| Total Return (including Dividends) | FCR-UN | XLRE | S&P 500 |
|---|---|---|---|
| 1 Month | -1.18% | -2.69% | -3.01% |
| 3 Months | -2.22% | 5.11% | -3.15% |
| 12 Months | 9.69% | 13.36% | 10.19% |
| 5 Years | 55.36% | 58.33% | 129.24% |
| Trend Score (consistency of price movement) | FCR-UN | XLRE | S&P 500 |
| 1 Month | -62.5% | -6.8% | -5.5% |
| 3 Months | -30.9% | 57.4% | -58.4% |
| 12 Months | 55.5% | 59.8% | 84.1% |
| 5 Years | 55.9% | 44.7% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLRE | vs. S&P 500 |
| 1 Month | #28 | 1.55% | 1.88% |
| 3 Month | #33 | -6.97% | 0.96% |
| 12 Month | #29 | -3.24% | -0.45% |
| 5 Years | #33 | -1.87% | -32.2% |
FAQs
Does FCR-UN First Capital Real outperforms the market?
No,
over the last 12 months FCR-UN made 9.69%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 13.36%.
Over the last 3 months FCR-UN made -2.22%, while XLRE made 5.11%.
Over the last 3 months FCR-UN made -2.22%, while XLRE made 5.11%.
Performance Comparison FCR-UN vs Indeces and Sectors
FCR-UN vs. Indices FCR-UN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 2.51% | 1.83% | -8.95% | -0.50% |
| US NASDAQ 100 | QQQ | 3.49% | 2.88% | -8.18% | 1.09% |
| US Dow Jones Industrial 30 | DIA | 2.31% | 0.96% | -9.87% | 0.18% |
| German DAX 40 | DAX | 3.81% | 2.20% | -25.7% | -12.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.80% | -1.41% | 6.28% | 0.57% |
| Hongkong Hang Seng | HSI | 0.54% | -3.95% | 0.27% | -7.64% |
| India NIFTY 50 | INDA | 1.48% | -9.05% | 1.40% | 8.99% |
| Brasil Bovespa | EWZ | 2.40% | -9.47% | -0.95% | 21.4% |
FCR-UN vs. Sectors FCR-UN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 4.05% | 2.63% | -17.1% | -9.52% |
| Consumer Discretionary | XLY | 1.75% | 2.65% | -12.3% | -4.37% |
| Consumer Staples | XLP | -0.28% | 0.66% | -9.79% | -1.34% |
| Energy | XLE | 1.42% | -9.20% | -14.5% | 8.88% |
| Financial | XLF | 2.03% | 1.52% | -21.1% | -12.6% |
| Health Care | XLV | 2.09% | 1.98% | -4.25% | 8.0% |
| Industrial | XLI | 2.20% | -0.49% | -8.24% | 1.16% |
| Materials | XLB | 1.41% | -1.69% | -0.84% | 13.6% |
| Real Estate | XLRE | 0.47% | 1.51% | -5.83% | -3.67% |
| Technology | XLK | 3.64% | 2.83% | -3.83% | 7.68% |
| Utilities | XLU | -0.78% | -2.0% | -8.07% | -15.5% |
| Aerospace & Defense | XAR | 3.11% | -2.46% | -12.9% | -11.2% |
| Biotech | XBI | 7.07% | 4.67% | 8.75% | 20.7% |
| Homebuilder | XHB | 2.01% | -1.33% | 10.4% | 17.4% |
| Retail | XRT | 0.21% | -0.68% | -4.87% | 14.5% |