First Trust Large Etf Performance

FEX Etf  USD 122.81  -0.41  -0.33%   
The etf shows a Beta (market volatility) of 0.83, which alludes to possible diversification benefits within a given portfolio. Returns on First Trust tend to trail the broader market in strong rallies but hold up better when sentiment turns negative.
Risk-Adjusted Performance
Moderate
 
Weak
 
Strong
Across the last 90 days, the risk-adjusted return profile of First Trust Large is weaker than 7% of the global equities and portfolios reviewed by Macroaxis. Market capitalization should still be reviewed beside liquidity, leverage, and earnings quality. Despite somewhat strong technical and fundamental indicators, First Trust is not utilizing all of its potential. The latest price disturbance may contribute to short-term losses for investors. Learn More

Relative Risk vs. Return Landscape

If you had invested $ 11,797 in First Trust Large on December 18, 2025 and sold it today you would have earned a total of $ 531.00 from holding First Trust Large or generated 4.5% return on investment over 90 days. First Trust Large is generating a 0.075% daily return assuming volatility of 0.7523% on return distribution over 90 days investment horizon. In other words, 6% of etfs 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  
This comparison focuses on expected return, realized volatility, and risk efficiency versus the market. It is most useful when expected return is read together with volatility rather than in isolation. Considering the 90-day investment horizon First Trust is expected to generate 0.94 times more return on investment than the market. However, the ETF is 1.07 times less risky than the market. It trades about 0.1 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.04 per unit of risk.

Historical Prices of First Trust Large

Below is the normalized historical share price chart for First Trust Large extending back to May 10, 2007. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of First Trust stands at 122.81, as last reported on the 18th of March 2026, with the highest price reaching 123.28 and the lowest price hitting 122.81 during the day.
Macro event markers
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

Target Price Odds to finish over Current Price

Investors have long observed that First Etf price tends to fluctuate around a central value over time. This mean reversion pattern is a cornerstone of many forecasting models. However, periods of persistent mispricing in some ETFs suggest that additional risk factors may account for the delayed correction.
Current PriceHorizonTarget PriceOdds moving above the current price in 90 days
122.81 90 days 122.81
about 55.52
A normal distribution analysis suggests that the odds of First Trust moving above the current price in 90 days from now are about 55.52 (The distribution above shows where First Etf price is most likely to fall within the next 90 days based on historical volatility).
Considering the 90-day investment horizon First Trust has a beta of 0.83. This usually indicates as returns on the market go up, First Trust's average returns are expected to increase less than the benchmark. However, during a bear market, the loss from holding First Trust Large is expected to be smaller as well. Additionally, First Trust Large has an alpha of 0.0716, implying that it can generate a 0.0716 percent excess return over Dow Jones Industrial after adjusting for the inherent market risk (beta).
   First Trust Price Density   
       Price  

Predictive Modules for First Trust

Forecasting First Trust Large involves applying various models to estimate future price behavior. While no method can consistently predict the ETF market with certainty, the discipline of building and testing forecasts sharpens investment thinking. Combining several approaches and cross-checking results offers a more balanced view of potential outcomes.
Mean reversion in First Trust's price occurs when temporary dislocations - caused by sentiment extremes, news events, or liquidity shocks - correct back toward the stock's historical fair value.
Hype
Prediction
LowEstimatedHigh
122.58123.34124.10
Details
Intrinsic
Valuation
LowRealHigh
110.95126.25127.01
Details
Naive
Forecast
LowNextHigh
120.94121.70122.46
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
121.15125.33129.50
Details
A rigorous investment case for First Trust requires more than studying its own financials. Benchmarking First Trust's performance, valuation, and risk profile against competitors is essential to validate any investment thesis.

Primary Risk Indicators

The etf market has gone through extended periods of turbulence over the past two decades. First Trust has not been immune to these swings. Sudden corrections and sharp rallies have tested many portfolios. Investors can protect against downside risk in First Trust Large by monitoring First Trust's fundamental risk indicators and maintaining appropriate hedges.
α
Alpha over Dow Jones
0.07
β
Beta against Dow Jones0.83
σ
Overall volatility
2.88
Ir
Information ratio 0.10

Investor Alerts and Insights

Setting up alerts on First Trust ensures that material changes in technical or fundamental conditions are not missed. These notifications for First Trust Large help investors make timely decisions in response to significant ETF events.
Latest headline from kalkinemedia.com: Hidden Corners of the ASX Stock Market Drawing Fresh Attention
The fund retains 99.48% of its assets under management (AUM) in equities

First Trust Fundamentals Growth

First Trust's fundamentals serve as the primary lens through which investors evaluate First Etf. Metrics such as earnings growth, revenue consistency, margin trends, and balance sheet strength collectively determine market sentiment toward First Etf.

Performance Metrics & Calculation Methodology

First Trust performance is typically evaluated relative to its benchmark and tracking difference over time. Drawdown profile frames downside sensitivity and recovery characteristics.

This section for First Trust Large is built from fund disclosures and market reference feeds, with harmonization applied to align reporting definitions. Values may update on different source schedules. Return and risk statistics are calculated from historical price series.

This content is curated and reviewed by:

Rifka Kats - Member of Macroaxis Editorial Board
Last reviewed on February 22nd, 2026