First Trust Smid Etf Performance

SDVY Etf  USD 36.25  0.35  0.96%   
The etf shows a Beta (market volatility) of -0.1, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning First Trust are expected to decrease at a much lower rate. During the bear market, First Trust is likely to outperform the market.

Risk-Adjusted Performance

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Compared to the overall equity markets, risk-adjusted returns on investments in First Trust SMID are ranked lower than 13 (%) of all global equities and portfolios over the last 90 days. In spite of fairly weak basic indicators, First Trust may actually be approaching a critical reversion point that can send shares even higher in August 2025. ...more
1
Sunbelt Securities Inc. Invests 55,000 in First Trust SMID Cap Rising Dividend Achievers ETF
05/28/2025
2
Good Life Advisors LLC Acquires 31,243 Shares of First Trust SMID Cap Rising Dividend Achievers ETF
06/16/2025
3
International Assets Investment Management LLC Has 1.64 Million Position in First Trust SMID Cap Rising Dividend Achievers ETF
06/25/2025
4
Bullish Two Hundred Day Moving Average Cross - SDVY - Nasdaq
07/01/2025
5
D.A. Davidson CO. Increases Stock Position in First Trust SMID Cap Rising Dividend Achievers ETF
07/03/2025
6
Crumly Loads Up on 110,675 SDVY Shares in Q2 Filing - The Motley Fool
07/09/2025
7
First Trust SMID Cap Rising Dividend Achievers ETF Stake Increased by Stephens Inc. AR
07/16/2025
8
Net Asset Value - Business Wire
07/22/2025
In Threey Sharp Ratio0.56

First Trust Relative Risk vs. Return Landscape

If you would invest  3,244  in First Trust SMID on April 28, 2025 and sell it today you would earn a total of  381.00  from holding First Trust SMID or generate 11.74% return on investment over 90 days. First Trust SMID is currently generating 0.182% in daily expected returns and assumes 1.0665% risk (volatility on return distribution) over the 90 days horizon. In different words, 9% of etfs are less volatile than First, and 97% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
  Expected Return   
       Risk  
Given the investment horizon of 90 days First Trust is expected to generate 1.38 times more return on investment than the market. However, the company is 1.38 times more volatile than its market benchmark. It trades about 0.17 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.23 per unit of 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 SMID, 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 = 0.1706

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Estimated Market Risk

 1.07
  actual daily
9
91% of assets are more volatile

Expected Return

 0.18
  actual daily
3
97% of assets have higher returns

Risk-Adjusted Return

 0.17
  actual daily
13
87% of assets perform better
Based on monthly moving average First Trust is performing at about 13% 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.
Total Asset819.62 M

About First Trust Performance

Evaluating First Trust's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. 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. 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 common stocks that comprise the index. FT Smid is traded on NASDAQ Exchange in the United States.
Latest headline from news.google.com: Net Asset Value - Business Wire
The fund maintains 99.39% of its assets in stocks
When determining whether First Trust SMID offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of First Trust's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of First Trust Smid Etf. Outlined below are crucial reports that will aid in making a well-informed decision on First Trust Smid Etf:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in First Trust SMID. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in real.
You can also try the Analyst Advice module to analyst recommendations and target price estimates broken down by several categories.
The market value of First Trust SMID is measured differently than its book value, which is the value of First that is recorded on the company's balance sheet. Investors also form their own opinion of First Trust's value that differs from its market value or its book value, called intrinsic value, which is First Trust's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because First Trust's market value can be influenced by many factors that don't directly affect First Trust's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between First Trust's value and its price as these two are different measures arrived at by different means. Investors typically determine if First Trust is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, First Trust's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.