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FTC: First Trust Large Cap Growth AlphaDEX® Fund (ETF)
Basic Info 118.28 1(0.85%) April 26
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (97%) |
Start Date: | 05/11/2007 |
Last Dividend Date: | 03/21/2024 |
12-Mo. Yield | 0.59% |
Expenses | 0.60% |
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Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/11/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 4.3 | 8.0 | 30.1 | 4.4 | 12.0 | 11.9 | 14.1 | 9.1 | 20.7 | -23.3 | 24.4 | 33.3 | 28.1 | -6.0 | 25.2 | 2.6 | 4.3 | 14.3 | 37.8 | 10.0 | -2.8 | 23.6 | 28.8 | -40.6 | 2.6 |
Sharpe Ratio | NA | 1.46 | 1.72 | 0.11 | 0.44 | 0.55 | NA | 0.4 | 1.08 | -0.95 | 1.24 | 0.93 | 1.99 | -0.36 | 2.77 | 0.18 | 0.27 | 1.03 | 2.86 | 0.73 | -0.12 | 1.1 | 1.25 | -1.27 | 0.07 |
Draw Down(%) | NA | 8.5 | 12.1 | 31.2 | 34.7 | 34.7 | NA | 54.1 | 12.1 | 28.9 | 13.3 | 34.7 | 6.4 | 24.7 | 3.4 | 11.7 | 11.0 | 9.1 | 6.4 | 11.2 | 22.3 | 16.7 | 21.0 | 50.9 | 12.1 |
Standard Deviation(%) | NA | 15.9 | 15.3 | 19.8 | 23.5 | 19.6 | NA | 20.6 | 15.4 | 26.0 | 19.6 | 35.5 | 13.4 | 20.2 | 8.9 | 13.3 | 15.9 | 13.9 | 13.2 | 13.9 | 24.8 | 21.4 | 23.0 | 32.6 | 17.6 |
Treynor Ratio | NA | 0.31 | 0.36 | 0.03 | 0.13 | 0.13 | NA | 0.1 | 0.26 | -0.38 | 0.28 | 0.34 | 0.45 | -0.08 | 0.26 | 0.03 | 0.05 | 0.15 | 0.37 | 0.11 | -0.03 | 0.22 | 0.38 | -0.54 | 0.02 |
Alpha | NA | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | NA | 0.0 | -0.03 | 0.02 | 0.05 | -0.06 | 0.01 | -0.03 | -0.01 | 0.01 | -0.01 | 0.0 | 0.0 | -0.02 | -0.01 | 0.04 | 0.01 | -0.06 | 0.0 |
Beta | NA | 0.75 | 0.73 | 0.67 | 0.79 | 0.81 | NA | 0.82 | 0.65 | 0.65 | 0.87 | 0.96 | 0.6 | 0.94 | 0.94 | 0.85 | 0.95 | 0.98 | 1.03 | 0.9 | 0.9 | 1.06 | 0.76 | 0.76 | 0.68 |
RSquared | NA | 0.79 | 0.72 | 0.8 | 0.85 | 0.85 | NA | 0.82 | 0.63 | 0.84 | 0.9 | 0.95 | 0.66 | 0.95 | 0.83 | 0.89 | 0.93 | 0.93 | 0.89 | 0.88 | 0.93 | 0.91 | 0.66 | 0.77 | 0.49 |
Yield(%) | N/A | 0.0 | 0.5 | 0.5 | 0.7 | 0.9 | 1.8 | N/A | 0.8 | 0.7 | 0.0 | 0.5 | 0.8 | 0.3 | 0.4 | 0.9 | 0.6 | 0.9 | 0.6 | 1.3 | 0.7 | 0.6 | 0.4 | 0.4 | 0.4 |
Dividend Growth(%) | N/A | -97.1 | -52.5 | 50.5 | 47.1 | N/A | N/A | N/A | -15.7 | N/A | -100.0 | -17.0 | 135.0 | 11.1 | -57.1 | 61.5 | -27.8 | 89.5 | -45.7 | 84.2 | 26.7 | 114.3 | -41.7 | 9.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/11/2007
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