First Trust Small Etf Performance
| FYC Etf | USD 80.98 1.00 1.22% |
The etf shows a Beta (market volatility) of 1.21, which means a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, First Trust will likely underperform.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in First Trust Small are ranked lower than 18 (%) of all global equities and portfolios over the last 90 days. In spite of rather weak basic indicators, First Trust exhibited solid returns over the last few months and may actually be approaching a breakup point. ...more
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| In Threey Sharp Ratio | 0.49 |
First Trust Relative Risk vs. Return Landscape
If you would invest 6,883 in First Trust Small on April 26, 2025 and sell it today you would earn a total of 1,215 from holding First Trust Small or generate 17.65% return on investment over 90 days. First Trust Small is generating 0.2689% of daily returns assuming volatility of 1.1413% on return distribution over 90 days investment horizon. In other words, 10% of etfs are less volatile than First, and above 95% 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 Small, 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 = 0.2356
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | FYC | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.14 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.27 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.24 actual daily | 18 82% of assets perform better |
Based on monthly moving average First Trust is performing at about 18% 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 | 26.31 X | |||
| Price To Book | 2.91 X | |||
| Price To Sales | 1.63 X | |||
| Total Asset | 188.53 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 90 percent of its net assets in the common stocks that comprise the index. Smallcap Growth is traded on NASDAQ Exchange in the United States.| The fund retains 99.8% of its assets under management (AUM) in equities |
Other Information on Investing in First Etf
First Trust financial ratios help investors to determine whether First Etf is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in First with respect to the benefits of owning First Trust security.