FXZ:NYE-First Trust Materials AlphaDEX® Fund (USD)

ETF | Natural Resources |

Last Closing

USD 66.03

Change

+0.05 (+0.08)%

Market Cap

N/A

Volume

0.03M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-10-30 )

Largest Industry Peers for Natural Resources

Symbol Name Price(Change) Market Cap
XLB Materials Select Sector SPDR®..

+0.51 (+0.54%)

USD 5.85B
GUNR FlexShares Morningstar Global ..

-0.04 (-0.10%)

USD 5.76B
URA Global X Uranium ETF

-0.52 (-1.63%)

USD 3.71B
GNR SPDR® S&P Global Natural Reso..

-0.25 (-0.45%)

USD 3.20B
COPX Global X Copper Miners ETF

-0.54 (-1.20%)

USD 2.61B
LIT Global X Lithium & Battery Tec..

-0.41 (-0.94%)

USD 1.29B
RTM Invesco S&P 500® Equal Weight..

+0.43 (+1.18%)

USD 0.27B
HAP VanEck Natural Resources ETF

-0.16 (-0.32%)

USD 0.14B
VEGI iShares MSCI Global Agricultur..

+0.11 (+0.29%)

USD 0.10B
BATT Amplify Lithium & Battery Tech..

-0.12 (-1.26%)

USD 0.08B

ETFs Containing FXZ

N/A

Market Performance

  Market Performance vs. Industry/Classification (Natural Resources) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -4.25% 26% F 25% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -4.25% 26% F 35% F
Trailing 12 Months  
Capital Gain 11.14% 47% F 42% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 11.14% 47% F 48% F
Trailing 5 Years  
Capital Gain 71.06% 68% D+ 79% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 71.06% 68% D+ 79% B-
Average Annual (5 Year Horizon)  
Capital Gain 19.27% 74% C 81% B-
Dividend Return 20.92% 74% C 81% B-
Total Return 1.65% 26% F 39% F
Risk Return Profile  
Volatility (Standard Deviation) 27.48% 42% F 39% F
Risk Adjusted Return 76.12% 89% A- 88% B+
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.