First Trust Dorsey Etf Performance
| FVC Etf | USD 35.70 0.05 0.14% |
The etf shows a Beta (market volatility) of 0.21, 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
Strong
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in First Trust Dorsey are ranked lower than 26 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound basic indicators, First Trust is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
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| In Threey Sharp Ratio | -0.07 |
First Trust Relative Risk vs. Return Landscape
If you would invest 3,372 in First Trust Dorsey on April 21, 2025 and sell it today you would earn a total of 198.00 from holding First Trust Dorsey or generate 5.87% return on investment over 90 days. First Trust Dorsey is generating 0.091% of daily returns assuming volatility of 0.2749% on return distribution over 90 days investment horizon. In other words, 2% of etfs are less volatile than First, and above 99% of all equities are expected to generate higher returns over the next 90 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 Dorsey, 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 = 0.3309
| Best Portfolio | Best Equity | |||
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| Cash | FVC | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.27 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.33 actual daily | 26 74% of assets perform better |
Based on monthly moving average First Trust is performing at about 26% 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 | 20.28 X | |||
| Price To Book | 1.86 X | |||
| Price To Sales | 1.07 X | |||
| Total Asset | 230.48 M | |||
About First Trust Performance
By analyzing First Trust's fundamental ratios, stakeholders can gain valuable insights into First Trust's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if First Trust has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if First Trust has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The fund will normally invest at least 80 percent of its net assets in the ETFs that comprise the index. Dorsey Wright is traded on NASDAQ Exchange in the United States.