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

ETF | Natural Resources |

Last Closing

USD 63.48

Change

+0.50 (+0.79)%

Market Cap

N/A

Volume

0.03M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-18 )

Largest Industry Peers for Natural Resources

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

+0.71 (+0.78%)

USD 5.85B
GUNR FlexShares Morningstar Global ..

+0.54 (+1.40%)

USD 5.68B
URA Global X Uranium ETF

+1.59 (+5.25%)

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

+0.73 (+1.36%)

USD 3.19B
COPX Global X Copper Miners ETF

+1.08 (+2.63%)

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

+0.45 (+1.03%)

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

+0.24 (+0.68%)

USD 0.28B
HAP VanEck Natural Resources ETF

+0.64 (+1.29%)

USD 0.14B
VEGI iShares MSCI Global Agricultur..

+0.29 (+0.80%)

USD 0.10B
BATT Amplify Lithium & Battery Tech..

+0.16 (+1.77%)

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 -7.95% 21% F 17% F
Dividend Return 1.00% 50% F 16% F
Total Return -6.95% 21% F 16% F
Trailing 12 Months  
Capital Gain 1.31% 42% F 23% F
Dividend Return 1.59% 21% F 21% F
Total Return 2.90% 37% F 20% F
Trailing 5 Years  
Capital Gain 63.40% 68% D+ 75% C
Dividend Return 11.88% 32% F 36% F
Total Return 75.27% 68% D+ 75% C
Average Annual (5 Year Horizon)  
Capital Gain 19.30% 74% C 80% B-
Dividend Return 20.94% 74% C 80% B-
Total Return 1.64% 26% F 40% F
Risk Return Profile  
Volatility (Standard Deviation) 27.47% 42% F 40% F
Risk Adjusted Return 76.24% 89% A- 87% 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.