First Trust Bloomberg Etf Performance
| SHRY Etf | 44.29 0.01 0.02% |
The etf shows a Beta (market volatility) of 0.69, which means possible diversification benefits within a given portfolio. As returns on the market increase, First Trust's returns are expected to increase less than the market. However, during the bear market, the loss of holding First Trust is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in First Trust Bloomberg are ranked lower than 16 (%) of all global equities and portfolios over the last 90 days. In spite of fairly uncertain basic indicators, First Trust may actually be approaching a critical reversion point that can send shares even higher in March 2026. ...more
1 | Behavioral Patterns of SHRY and Institutional Flows - news.stocktradersdaily.com | 12/04/2025 |
2 | How First Tr Etf Vi Affects Rotational Strategy Timing - Stock Traders Daily | 12/26/2025 |
First Trust Relative Risk vs. Return Landscape
If you would invest 4,050 in First Trust Bloomberg on November 15, 2025 and sell it today you would earn a total of 378.00 from holding First Trust Bloomberg or generate 9.33% return on investment over 90 days. First Trust Bloomberg is currently generating 0.1515% in daily expected returns and assumes 0.739% risk (volatility on return distribution) over the 90 days horizon. In different words, 6% 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 |
3 y Volatility 13.28 | 200 Day MA 42.1206 | 1 y Volatility 9.03 | 50 Day MA 42.6156 | Inception Date 2017-06-20 |
First Trust Target Price Odds to finish over Current Price
The tendency of First Etf price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 44.29 | 90 days | 44.29 | under 4 |
Based on a normal probability distribution, the odds of First Trust to move above the current price in 90 days from now is under 4 (This First Trust Bloomberg probability density function shows the probability of First Etf to fall within a particular range of prices over 90 days) .
First Trust Price Density |
| Price |
Predictive Modules for First Trust
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as First Trust Bloomberg. Regardless of method or technology, however, to accurately forecast the etf market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the etf market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.First Trust Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. First Trust is not an exception. The market had few large corrections towards the First Trust's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold First Trust Bloomberg, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of First Trust within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.06 | |
β | Beta against Dow Jones | 0.69 | |
σ | Overall volatility | 1.11 | |
Ir | Information ratio | 0.06 |
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.
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.
First Trust is entity of United States. It is traded as Etf on NASDAQ exchange.