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

ETF | Natural Resources |

Last Closing

USD 57.26

Change

+0.33 (+0.58)%

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: 2024-12-24 )

Largest Industry Peers for Natural Resources

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

+0.46 (+0.54%)

USD 5.56B
GUNR FlexShares Morningstar Global ..

+0.09 (+0.25%)

USD 5.10B
URA Global X Uranium ETF

-0.18 (-0.64%)

USD 3.37B
COPX Global X Copper Miners ETF

+0.01 (+0.03%)

USD 2.63B
GNR SPDR® S&P Global Natural Reso..

+0.20 (+0.40%)

USD 2.60B
LIT Global X Lithium & Battery Tec..

+0.59 (+1.40%)

USD 1.13B
RTM Invesco S&P 500® Equal Weight..

+0.13 (+0.39%)

USD 0.24B
HAP VanEck Natural Resources ETF

+0.29 (+0.64%)

USD 0.12B
VEGI iShares MSCI Global Agricultur..

+0.11 (+0.30%)

USD 0.09B
BATT Amplify Lithium & Battery Tech..

+0.02 (+0.22%)

USD 0.07B

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 -16.97% 11% F 14% F
Dividend Return 1.00% 50% F 14% F
Total Return -15.97% 11% F 13% F
Trailing 12 Months  
Capital Gain -18.20% 11% F 13% F
Dividend Return 0.98% 27% F 14% F
Total Return -17.22% 11% F 12% F
Trailing 5 Years  
Capital Gain 42.40% 63% D 71% C-
Dividend Return 10.97% 37% F 35% F
Total Return 53.37% 58% F 69% C-
Average Annual (5 Year Horizon)  
Capital Gain 18.81% 74% C 79% B-
Dividend Return 20.46% 68% D+ 79% B-
Total Return 1.65% 26% F 40% F
Risk Return Profile  
Volatility (Standard Deviation) 27.69% 42% F 39% F
Risk Adjusted Return 73.90% 79% B- 85% 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.