First Trust High Fund Year To Date Return
| FSDDelisted Fund | USD 12.22 0.27 2.16% |
First Trust High 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.
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First Trust High Fund Year To Date Return Analysis
First Trust's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current First Trust Year To Date Return | 3.21 % |
Most of First Trust's fundamental indicators, such as Year To Date 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 High is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
CompetitionAccording to the company's disclosures, First Trust High has a Year To Date Return of 3.2076%. This is much higher than that of the Financial Services family and significantly higher than that of the Asset Management category. The year to date return for all United States funds is notably lower than that of the firm.
First Year To Date 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 Year To Date 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 year to date return among similar funds.
First Fundamentals
| Shares Outstanding | 33.47 M | |||
| Shares Owned By Institutions | 38.85 % | |||
| Number Of Shares Shorted | 61.65 K | |||
| Price To Earning | 6.04 X | |||
| Short Ratio | 0.66 X | |||
| Earnings Per Share | 1.86 X | |||
| Number Of Employees | 14 | |||
| Beta | 0.65 | |||
| Market Capitalization | 439.46 M | |||
| Annual Yield | 0.01 % | |||
| Year To Date Return | 3.21 % | |||
| One Year Return | 10.01 % | |||
| Three Year Return | 0.53 % | |||
| Five Year Return | 3.02 % | |||
| Last Dividend Paid | 1.26 |
About First Trust Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze First Trust High'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 High 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.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 state. You can also try the Volatility Analysis module to get historical volatility and risk analysis based on latest market data.
Other Consideration for investing in First Fund
If you are still planning to invest in First Trust High 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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