First Trust Exchange Traded Etf Performance

FJAN Etf  USD 45.52  0.48  1.04%   
The etf shows a Beta (market volatility) of -0.0617, 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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Over the last 90 days First Trust Exchange Traded has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of very healthy basic indicators, First Trust is not utilizing all of its potentials. The current stock price disarray, may contribute to short-term losses for the investors. ...more
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In Threey Sharp Ratio0.57
  

First Trust Relative Risk vs. Return Landscape

If you would invest  4,575  in First Trust Exchange Traded on December 5, 2024 and sell it today you would lose (23.00) from holding First Trust Exchange Traded or give up 0.5% of portfolio value over 90 days. First Trust Exchange Traded is currently does not generate positive expected returns and assumes 0.3816% risk (volatility on return distribution) over the 90 days horizon. In different words, 3% of etfs are less volatile than First, and 99% 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 0.48 times more return on investment than the market. However, the company is 2.08 times less risky than the market. It trades about -0.02 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.1 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 Exchange Traded, 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 = -0.0205

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Estimated Market Risk

 0.38
  actual daily
3
97% of assets are more volatile

Expected Return

 -0.01
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Most of other assets have higher returns

Risk-Adjusted Return

 -0.02
  actual daily
0
Most of other assets perform better
Based on monthly moving average First Trust is not performing at its full potential. However, 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 First Trust 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 Asset139.76 M

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.
Under normal market conditions, the fund will invest substantially all of its assets in FLexible EXchange Options that reference the price performance of the SPDR SP 500 ETF Trust . FT CBOE is traded on BATS Exchange in the United States.
First Trust Exchange generated a negative expected return over the last 90 days
Latest headline from thelincolnianonline.com: Keystone Wealth Services LLC Has 309,000 Holdings in FT Vest U.S. Equity Deep Buffer ETF July
The fund retains 98.89% of its assets under management (AUM) in equities
When determining whether First Trust Exchange is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if First Etf is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about First Trust Exchange Traded Etf. Highlighted below are key reports to facilitate an investment decision about First Trust Exchange Traded Etf:
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in First Trust Exchange Traded. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in nation.
You can also try the Volatility Analysis module to get historical volatility and risk analysis based on latest market data.
The market value of First Trust Exchange 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.