(FCR-UN) First Capital Real - Performance 18.6% in 12m
Compare FCR-UN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
43.62%
#28 in Group
Rel. Strength
74.88%
#2006 in Universe
Total Return 12m
18.55%
#11 in Group
Total Return 5y
52.10%
#29 in Group
P/E 17.5
37th Percentile in Group
P/E Forward 13.7
38th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 1.51%
0th Percentile in Group
12m Total Return: FCR-UN (18.6%) vs XLRE (15.4%)
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 | 2.06% | -1.77% | -0.91% |
| 3 Months | 3.62% | 0.98% | -7.61% |
| 12 Months | 18.55% | 15.38% | 10.06% |
| 5 Years | 52.10% | 47.81% | 110.82% |
| Trend Score (consistency of price movement) | FCR-UN | XLRE | S&P 500 |
| 1 Month | 33.5% | 4.8% | 1.2% |
| 3 Months | -17.6% | -56.3% | -89.2% |
| 12 Months | 41.5% | 38.7% | 56.2% |
| 5 Years | 55.6% | 42.4% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLRE | vs. S&P 500 |
| 1 Month | #9 | 3.90% | 3.0% |
| 3 Month | #19 | 2.61% | 12.2% |
| 12 Month | #10 | 2.75% | 7.71% |
| 5 Years | #30 | 2.90% | -27.9% |
FAQs
Does FCR-UN First Capital Real outperforms the market?
Yes,
over the last 12 months FCR-UN made 18.55%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 15.38%.
Over the last 3 months FCR-UN made 3.62%, while XLRE made 0.98%.
Over the last 3 months FCR-UN made 3.62%, while XLRE made 0.98%.
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 | -2.63% | 2.97% | 0.32% | 8.49% |
| US NASDAQ 100 | QQQ | -4.49% | 0.65% | 0.84% | 7.99% |
| US Dow Jones Industrial 30 | DIA | -0.90% | 5.51% | -0.45% | 11.3% |
| German DAX 40 | DAX | -2.83% | 0.95% | -18.8% | -4.58% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.31% | 4.66% | 1.39% | 13.6% |
| Hongkong Hang Seng | HSI | 0.72% | 4.06% | -0.71% | 8.38% |
| India NIFTY 50 | INDA | 2.43% | -1.94% | -1.41% | 15.9% |
| Brasil Bovespa | EWZ | -3.30% | -3.78% | -5.26% | 25.4% |
FCR-UN vs. Sectors FCR-UN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.95% | 3.14% | -7.75% | -3.31% |
| Consumer Discretionary | XLY | -4.43% | 1.24% | -3.67% | 6.97% |
| Consumer Staples | XLP | 3.72% | 2.59% | -6.13% | 8.63% |
| Energy | XLE | 0.85% | 13.5% | 0.50% | 29.9% |
| Financial | XLF | -0.70% | 4.35% | -8.34% | -2.72% |
| Health Care | XLV | -0.62% | 6.67% | 1.57% | 17.8% |
| Industrial | XLI | -2.03% | 2.66% | -0.63% | 11.5% |
| Materials | XLB | -0.06% | 4.99% | 6.66% | 24.3% |
| Real Estate | XLRE | 0.79% | 3.83% | 0.76% | 3.17% |
| Technology | XLK | -6.15% | 0.79% | 6.29% | 13.6% |
| Utilities | XLU | 0.83% | 1.49% | -5.36% | -3.26% |
| Aerospace & Defense | XAR | -4.98% | -4.88% | -12.3% | -7.47% |
| Biotech | XBI | -2.96% | 1.10% | 13.1% | 22.7% |
| Homebuilder | XHB | 0.65% | 5.16% | 14.4% | 28.0% |
| Retail | XRT | -0.19% | 2.19% | 4.18% | 22.8% |