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

ETF | Natural Resources |

Last Closing

USD 63.01

Change

-0.68 (-1.07)%

Market Cap

N/A

Volume

0.06M

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: 2024-11-14 )

Largest Industry Peers for Natural Resources

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

-0.76 (-0.82%)

USD 5.85B
GUNR FlexShares Morningstar Global ..

+0.10 (+0.26%)

USD 5.68B
URA Global X Uranium ETF

+0.24 (+0.80%)

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

+0.20 (+0.37%)

USD 3.19B
COPX Global X Copper Miners ETF

+0.51 (+1.25%)

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

-1.65 (-3.56%)

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

-0.33 (-0.93%)

USD 0.28B
HAP VanEck Natural Resources ETF

+0.31 (+0.63%)

USD 0.14B
VEGI iShares MSCI Global Agricultur..

+0.09 (+0.24%)

USD 0.10B
BATT Amplify Lithium & Battery Tech..

-0.25 (-2.67%)

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 -8.63% 21% F 16% F
Dividend Return 1.00% 50% F 17% F
Total Return -7.63% 26% F 15% F
Trailing 12 Months  
Capital Gain 0.80% 37% F 21% F
Dividend Return 1.60% 16% F 22% F
Total Return 2.40% 37% F 19% F
Trailing 5 Years  
Capital Gain 59.72% 68% D+ 74% C
Dividend Return 11.70% 32% F 36% F
Total Return 71.42% 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.