First Trust Manager Performance Evaluation

The organization shows Beta (market volatility) of 0.0 which denotes to the fact that the returns on MARKET and First Trust are completely uncorrelated. Although it is extremely important to respect First Trust historical returns, it is better to be realistic regarding the information on equity current trending patterns. The philosophy towards predicting future performance of any fund is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By reviewing First Trust technical indicators you can presently evaluate if the expected return of 0.0% will be sustainable into the future.

Risk-Adjusted Fund Performance

Over the last 30 days The First Trust Combined Series has generated negative risk-adjusted returns adding no value to fund investors. Inspite fairly strong basic indicators, First Trust is not utilizing all of its potentials. The current stock price disturbance, may contribute to short term losses for the investors.
Horizon     30 Days    Login   to change

First Trust Relative Risk vs. Return Landscape

If you would invest  0.00  in The First Trust Combined Series on November 8, 2019 and sell it today you would earn a total of  0.00  from holding The First Trust Combined Series or generate 0.0% return on investment over 30 days. The First Trust Combined Series is producing return of less than zero assuming 0.0% volatility of returns over the 30 days investment horizon. Simply put, 0% of all equities have less volatile historical return distribution than First Trust and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
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First Trust Market Risk Analysis

Sharpe Ratio = 0.0
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Based on monthly moving average First Trust is performing at about 0% of its full potential. 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 it to a well-diversified portfolio.

First Trust Alerts

Equity Alerts and Improvement Suggestions

First Trust is not yet fully synchronised with the market data
First Trust has some characteristics of a very speculative penny stock
See also Investing Opportunities. Please also try Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.