First Trust Small Etf Performance
| FYT Etf | USD 53.32 0.78 1.44% |
The etf shows a Beta (market volatility) of 1.39, 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
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in First Trust Small are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively conflicting basic indicators, First Trust unveiled solid returns over the last few months and may actually be approaching a breakup point. ...more
1 | First Trust Small Cap Value AlphaDEX Fund Trading 0.1 percent Higher - Still a Buy - MarketBeat | 06/18/2025 |
| In Threey Sharp Ratio | 0.17 |
First Trust Relative Risk vs. Return Landscape
If you would invest 4,666 in First Trust Small on April 26, 2025 and sell it today you would earn a total of 666.00 from holding First Trust Small or generate 14.27% return on investment over 90 days. First Trust Small is generating 0.2292% of daily returns assuming volatility of 1.444% on return distribution over 90 days investment horizon. In other words, 12% of etfs are less volatile than First, and above 96% 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 = 0.1587
| Best Portfolio | Best Equity | |||
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| Small Returns | FYT | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.44 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.23 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average First Trust is performing at about 12% 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 | 17.01 X | |||
| Price To Book | 1.48 X | |||
| Price To Sales | 0.64 X | |||
| Total Asset | 174.11 M | |||
About First Trust Performance
Assessing First Trust's fundamental ratios provides investors with valuable insights into First Trust's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the First Trust is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
The fund will normally invest at least 90 percent of its net assets in the common stocks that comprise the index. Smallcap Value is traded on NASDAQ Exchange in the United States.| The fund retains 99.63% 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.