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

ETF | Natural Resources |

Last Closing

USD 63.69

Change

-0.43 (-0.67)%

Market Cap

N/A

Volume

0.02M

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: 2024-11-13 )

Largest Industry Peers for Natural Resources

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

+0.22 (+0.24%)

USD 5.85B
GUNR FlexShares Morningstar Global ..

-0.04 (-0.10%)

USD 5.68B
URA Global X Uranium ETF

-0.56 (-1.82%)

USD 3.65B
GNR SPDR® S&P Global Natural Reso..

-0.10 (-0.19%)

USD 3.19B
COPX Global X Copper Miners ETF

-1.06 (-2.53%)

USD 2.59B
LIT Global X Lithium & Battery Tec..

+0.51 (+1.11%)

USD 1.31B
RTM Invesco S&P 500® Equal Weight..

+0.09 (+0.26%)

USD 0.28B
HAP VanEck Natural Resources ETF

-0.07 (-0.14%)

USD 0.14B
VEGI iShares MSCI Global Agricultur..

-0.14 (-0.39%)

USD 0.10B
BATT Amplify Lithium & Battery Tech..

+0.01 (+0.11%)

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 -7.64% 21% F 17% F
Dividend Return 1.00% 50% F 17% F
Total Return -6.64% 26% F 16% F
Trailing 12 Months  
Capital Gain 1.27% 37% F 22% F
Dividend Return 1.59% 16% F 22% F
Total Return 2.86% 37% F 19% F
Trailing 5 Years  
Capital Gain 61.44% 68% D+ 74% C
Dividend Return 11.70% 32% F 36% F
Total Return 73.14% 68% D+ 74% C
Average Annual (5 Year Horizon)  
Capital Gain 19.33% 74% C 81% B-
Dividend Return 20.97% 74% C 80% B-
Total Return 1.64% 26% F 40% F
Risk Return Profile  
Volatility (Standard Deviation) 27.46% 42% F 39% F
Risk Adjusted Return 76.37% 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.