First Trust Indxx Etf Performance
| FHE Etf | CAD 13.05 0.04 0.31% |
The etf shows a Beta (market volatility) of 0.11, which means not very significant fluctuations relative to the market. As returns on the market increase, First Trust's returns are expected to increase less than the market. However, during the bear market, the loss of holding First Trust is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in First Trust Indxx are ranked lower than 17 (%) of all global equities and portfolios over the last 90 days. In spite of very unfluctuating technical and fundamental indicators, First Trust displayed solid returns over the last few months and may actually be approaching a breakup point. ...more
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| In Threey Sharp Ratio | 1.08 |
First |
First Trust Relative Risk vs. Return Landscape
If you would invest 1,098 in First Trust Indxx on April 28, 2025 and sell it today you would earn a total of 207.00 from holding First Trust Indxx or generate 18.85% return on investment over 90 days. First Trust Indxx is generating 0.2824% of daily returns assuming 1.2887% volatility of returns over the 90 days investment horizon. Simply put, 11% of all etfs have less volatile historical return distribution than First Trust, and 95% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
First Trust Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for First Trust's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as First Trust Indxx, and traders can use it to determine the average amount a First Trust's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2191
| Best Portfolio | Best Equity | |||
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| Small Returns | FHE | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.29 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.28 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 17 83% of assets perform better |
Based on monthly moving average First Trust is performing at about 17% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of First Trust by adding it to a well-diversified portfolio.
First Trust Fundamentals Growth
First Etf prices reflect investors' perceptions of the future prospects and financial health of First Trust, and First Trust fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on First Etf performance.
| Price To Earning | 25.27 X | |||
| Price To Book | 1.04 X | |||
| Price To Sales | 0.73 X | |||
| Total Asset | 960.86 K | |||
About First Trust Performance
By examining First Trust's fundamental ratios, stakeholders can obtain critical insights into First Trust's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that First Trust is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
The First Trust ETF seeks to replicate, to the extent possible, the performance of the StrataQuant Energy Index , net of expenses. FIRST TRUST is traded on Toronto Stock Exchange in Canada.| Latest headline from news.google.com: SP 500 Remains Rock-Solid Will the ETF Rally Last - Nasdaq | |
| The fund generated-2.0 ten year return of -2.0% | |
| First Trust Indxx retains 99.38% of its assets under management (AUM) in equities |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in First Trust Indxx. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in board of governors. You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..