Find A Portfolio/Ticker
Comparison Box
FCL: Focus Morningstar Consumer Cyclical Index ETF (ETF)
Basic Info
Asset Class: | Consumer Cyclical |
MyPlanIQ Rating: | (100%) |
Start Date: | 03/30/2011 |
Last Dividend Date: | 07/08/2014 |
12-Mo. Yield | 0.31% |
Expenses | 0.19% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 03/30/2015)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 03/30/2011 |
2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.8 | 20.9 | 31.1 | 27.4 | 26.5 | -23.8 | 107.9 | 16.1 | 0.2 |
Sharpe Ratio | NA | 0.71 | 0.79 | 0.78 | 5.72 | -0.72 | 2.91 | 1.57 | 0.01 |
Draw Down(%) | NA | 18.3 | 38.6 | 38.6 | 4.8 | 33.0 | 16.4 | 10.4 | 20.3 |
Standard Deviation(%) | NA | 29.5 | 39.3 | 34.9 | 29.4 | 33.3 | 37.1 | 17.0 | 26.6 |
Treynor Ratio | NA | 1.25 | 0.59 | 0.53 | 4.22 | -1.08 | 1.78 | 0.27 | 0.01 |
Alpha | NA | 0.05 | 0.05 | 0.08 | 0.47 | -0.09 | 0.24 | 0.01 | 0.02 |
Beta | NA | 0.17 | 0.52 | 0.51 | 0.4 | 0.22 | 0.61 | 0.99 | 0.49 |
RSquared | NA | 0.0 | 0.03 | 0.05 | 0.03 | 0.01 | 0.03 | 0.59 | 0.22 |
Yield(%) | N/A | 6.3 | 4.1 | N/A | 0.0 | 5.1 | 0.0 | 0.7 | 1.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | -32.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/30/2011
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Consumer Cyclical Asset Class Trend Rankings |
Top Rated Funds in Consumer Cyclical
Best Mutual Funds
- FDLSX (LEISURE PORTFOLIO LEISURE PORTFOLIO) (75%)
- FSRPX (RETAILING PORTFOLIO RETAILING PORTFOLIO) (72%)
- FSHOX (CONSTRUCTION AND HOUSING PORTFOLIO CONSTRUCTION AND HOUSING PORTFOLIO) (72%)
- FSCPX (CONSUMER DISCRETIONARY PORTFOLIO CONSUMER DISCRETIONARY PORTFOLIO) (71%)
- FCNIX (FIDELITY ADVISOR CONSUMER DISCRETIONARY FUND CLASS I) (71%)
- FSAVX (AUTOMOTIVE PORTFOLIO AUTOMOTIVE PORTFOLIO) (71%)
- FBMPX (MULTIMEDIA PORTFOLIO MULTIMEDIA PORTFOLIO) (71%)
- RYLIX (LEISURE FUND INVESTOR CLASS) (55%)
- VCDAX (VANGUARD CONSUMER DISCRETIONARY INDEX FUND ADMIRAL SHARES) (55%)
- RYRIX (RETAILING FUND INVESTOR CLASS) (54%)
Best ETFs
- FCL (Focus Morningstar Consumer Cyclical Index ETF) (100%)
- XLY (Consumer Discretionary Select Sector SPDR® Fund) (95%)
- XHB (SPDR® S&P Homebuilders ETF) (94%)
- ITB (iShares U.S. Home Construction ETF) (94%)
- RTH (VanEck Retail ETF) (94%)
- RXI (iShares Global Consumer Discretionary ETF) (92%)
- BJK (VanEck Gaming ETF) (92%)
- FXD (First Trust Consumer Discretionary AlphaDEX® Fund) (90%)
- IYC (iShares US Consumer Discretionary ETF) (87%)
- PEJ (Invesco Dynamic Leisure and Entertainment ETF) (84%)