First Trust Energy Manager Performance
The fund shows a Beta (market volatility) of 0.0, which means not very significant fluctuations relative to the market. the returns on MARKET and First Trust are completely uncorrelated.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days First Trust Energy has generated negative risk-adjusted returns adding no value to fund investors. In spite of very healthy technical and fundamental indicators, First Trust is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of March 2020 | |
| Expense Ratio | 13.3000 |
First |
First Trust Relative Risk vs. Return Landscape
If you would invest (100.00) in First Trust Energy on December 1, 2024 and sell it today you would earn a total of 100.00 from holding First Trust Energy or generate -100.0% return on investment over 90 days. First Trust Energy is generating negative expected returns assuming volatility of 0.0% on return distribution over 90 days investment horizon. In other words, 0% of funds are less volatile than First, and above 99% 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 funds, such as First Trust Energy, 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 = 0.0
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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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 Fund 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 Fund performance.
| Return On Equity | 19.36 | |||
| Return On Asset | 0.29 | |||
| Profit Margin | 989.03 % | |||
| Operating Margin | 30.76 % | |||
| Current Valuation | 363.26 M | |||
| Shares Outstanding | 19.45 M | |||
| Price To Earning | 4.91 X | |||
| Price To Book | 1.17 X | |||
| Price To Sales | 48.81 X | |||
| Revenue | 5.9 M | |||
| Cash And Equivalents | 7.99 M | |||
| Cash Per Share | 0.41 X | |||
| Total Debt | 79.2 M | |||
| Debt To Equity | 0.25 % | |||
| Book Value Per Share | 12.62 X | |||
| Cash Flow From Operations | 18.64 M | |||
| Earnings Per Share | (5.60) X | |||
| Total Asset | 165.15 M | |||
| Retained Earnings | (14.51 M) | |||
Things to note about First Trust Energy performance evaluation
Checking the ongoing alerts about First Trust for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for First Trust Energy help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| First Trust Energy is not yet fully synchronised with the market data | |
| First Trust Energy has some characteristics of a very speculative penny stock | |
| First Trust Energy has a very high chance of going through financial distress in the upcoming years | |
| The fund retains all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing First Trust's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether First Trust's stock is overvalued or undervalued compared to its peers.
- Examining First Trust's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating First Trust's management team can have a significant impact on its success or failure. Reviewing the track record and experience of First Trust's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of First Trust's fund. These opinions can provide insight into First Trust's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any fund could be closely tied with the direction of predictive economic indicators such as signals in income. You can also try the Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.
Other Consideration for investing in First Fund
If you are still planning to invest in First Trust Energy check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the First Trust's history and understand the potential risks before investing.
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