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

ETF | Natural Resources |

Last Closing

USD 67.44

Change

+2.64 (+4.07)%

Market Cap

N/A

Volume

0.01M

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: 2024-11-06 )

Largest Industry Peers for Natural Resources

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

+1.29 (+1.38%)

USD 5.85B
GUNR FlexShares Morningstar Global ..

-0.33 (-0.82%)

USD 5.76B
URA Global X Uranium ETF

+0.31 (+1.03%)

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

-0.11 (-0.20%)

USD 3.20B
COPX Global X Copper Miners ETF

-1.80 (-3.94%)

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

-1.36 (-3.01%)

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

+0.47 (+1.29%)

USD 0.27B
HAP VanEck Natural Resources ETF

-0.25 (-0.49%)

USD 0.14B
VEGI iShares MSCI Global Agricultur..

+0.02 (+0.04%)

USD 0.10B
BATT Amplify Lithium & Battery Tech..

-0.26 (-2.69%)

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 -2.20% 21% F 27% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -2.20% 21% F 31% F
Trailing 12 Months  
Capital Gain 12.27% 42% F 47% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 12.27% 42% F 48% F
Trailing 5 Years  
Capital Gain 69.62% 68% D+ 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 69.62% 68% D+ 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 19.30% 74% C 81% B-
Dividend Return 20.95% 74% C 81% B-
Total Return 1.65% 26% F 39% F
Risk Return Profile  
Volatility (Standard Deviation) 27.46% 42% F 38% F
Risk Adjusted Return 76.27% 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.