First Trust Specialty Fund Five Year Return
| FGB Fund | USD 4.28 0.04 0.94% |
First Trust Specialty fundamentals help investors to digest information that contributes to First Trust's financial success or failures. It also enables traders to predict the movement of First Fund. The fundamental analysis module provides a way to measure First Trust's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to First Trust fund.
First |
First Trust Specialty Fund Five Year Return Analysis
First Trust's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current First Trust Five Year Return | 3.39 % |
Most of First Trust's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, First Trust Specialty is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
| Competition |
According to the company disclosure, First Trust Specialty has a Five Year Return of 3.3862%. This is much higher than that of the Financial Services family and significantly higher than that of the Asset Management category. The five year return for all United States funds is notably lower than that of the firm.
First Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses First Trust's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the funds which would be a good addition to a portfolio. Peer analysis of First Trust could also be used in its relative valuation, which is a method of valuing First Trust by comparing valuation metrics of similar companies.First Trust is currently under evaluation in five year return among similar funds.
First Fundamentals
| Shares Outstanding | 14.37 M | |||
| Shares Owned By Insiders | 16.39 % | |||
| Shares Owned By Institutions | 32.53 % | |||
| Number Of Shares Shorted | 20.67 K | |||
| Price To Earning | 48.00 X | |||
| Gross Profit | 16.53 M | |||
| Short Ratio | 0.38 X | |||
| Earnings Per Share | 0.07 X | |||
| Number Of Employees | 14 | |||
| Beta | 0.99 | |||
| Market Capitalization | 59.19 M | |||
| Total Asset | 80.46 M | |||
| Retained Earnings | (204.56 M) | |||
| Annual Yield | 0.02 % | |||
| Year To Date Return | 14.34 % | |||
| One Year Return | 20.47 % | |||
| Three Year Return | 8.11 % | |||
| Five Year Return | 3.39 % | |||
| Last Dividend Paid | 0.33 |
About First Trust Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze First Trust Specialty's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of First Trust using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of First Trust Specialty based on its fundamental data. In general, a quantitative approach, as applied to this fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in First Fund
First Trust financial ratios help investors to determine whether First Fund 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.
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