Find A Portfolio/Ticker
Comparison Box
FDD: First Trust STOXX® European Select Dividend Index Fund (ETF)
Basic Info 11.79 0.08(0.68%) March 27
Asset Class: | EUROPE STOCK |
MyPlanIQ Rating: | (83%) |
Start Date: | 08/31/2007 |
Last Dividend Date: | 03/21/2024 |
12-Mo. Yield | 7.41% |
Expenses | 0.59% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 03/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.6 | -1.6 | 12.1 | 0.3 | 3.7 | 3.3 | 6.5 | -1.3 | 12.6 | -16.1 | 16.1 | -3.9 | 23.7 | -9.0 | 19.1 | 2.0 | -2.8 | -1.9 | 17.1 | 9.4 | -8.9 | 1.8 | 31.5 | -60.5 | -0.8 |
Sharpe Ratio | NA | -1.65 | 0.37 | -0.17 | 0.06 | 0.1 | NA | -0.07 | 0.5 | -0.68 | 1.21 | -0.1 | 2.12 | -0.77 | 1.99 | 0.09 | -0.17 | -0.13 | 1.23 | 0.48 | -0.27 | 0.06 | 0.61 | -1.15 | -0.2 |
Draw Down(%) | NA | 9.2 | 13.1 | 35.1 | 41.4 | 41.4 | NA | 74.7 | 14.5 | 34.9 | 8.8 | 41.4 | 7.2 | 17.2 | 3.3 | 12.4 | 14.1 | 17.5 | 8.5 | 16.7 | 26.0 | 25.0 | 34.1 | 71.3 | 10.7 |
Standard Deviation(%) | NA | 11.9 | 14.6 | 19.1 | 24.2 | 20.1 | NA | 27.4 | 16.7 | 25.9 | 13.2 | 41.1 | 10.5 | 13.3 | 9.3 | 20.0 | 17.0 | 14.3 | 13.8 | 19.6 | 33.2 | 30.8 | 51.7 | 53.3 | 24.4 |
Treynor Ratio | NA | -0.25 | 0.05 | -0.03 | 0.01 | 0.02 | NA | -0.02 | 0.08 | -0.18 | 0.19 | -0.03 | 0.28 | -0.12 | 0.2 | 0.02 | -0.03 | -0.02 | 0.19 | 0.11 | -0.11 | 0.02 | 0.39 | -1.09 | -0.05 |
Alpha | NA | -0.12 | -0.03 | -0.02 | -0.02 | 0.0 | NA | -0.01 | -0.02 | 0.0 | 0.01 | -0.04 | 0.02 | 0.02 | -0.02 | 0.01 | 0.0 | 0.02 | -0.01 | -0.03 | 0.01 | 0.0 | 0.06 | -0.2 | -0.05 |
Beta | NA | 0.8 | 0.99 | 0.95 | 1.05 | 1.0 | NA | 0.84 | 1.05 | 0.96 | 0.84 | 1.17 | 0.79 | 0.84 | 0.92 | 0.94 | 0.92 | 0.9 | 0.89 | 0.85 | 0.84 | 0.84 | 0.8 | 0.56 | 0.9 |
RSquared | NA | 0.61 | 0.78 | 0.84 | 0.85 | 0.84 | NA | 0.5 | 0.83 | 0.88 | 0.73 | 0.89 | 0.75 | 0.79 | 0.76 | 0.93 | 0.85 | 0.67 | 0.78 | 0.71 | 0.63 | 0.47 | 0.26 | 0.23 | 0.64 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/30/2007
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 EUROPE STOCK Asset Class Trend Rankings |
Top Rated Funds in EUROPE STOCK
Best Mutual Funds
- VEURX (VANGUARD EUROPEAN STOCK INDEX FUND INVESTOR SHARES) 0.64% (87%)
- MEURX (FRANKLIN MUTUAL EUROPEAN FUND CLASS Z) 0.88% (80%)
- DFCSX (CONTINENTAL SMALL COMPANY PORTFOLIO CONTINENTAL SMALL COMPANY PORTFOLIO - INSTITUTIONAL CLASS) 0.81% (78%)
- PRESX (T. ROWE PRICE EUROPEAN STOCK FUND T. ROWE PRICE EUROPEAN STOCK FUND) 0.63% (76%)
- JFEIX (JPMORGAN INTREPID EUROPEAN FUND CLASS L) 0.48% (74%)
- JFESX (JPMORGAN INTREPID EUROPEAN FUND SELECT CLASS) 0.48% (72%)
- EUGDX (MORGAN STANLEY EUROPEAN EQUITY FUND INC. I) 0.56% (70%)
- VESIX (VANGUARD EUROPEAN STOCK INDEX FUND INSTITUTIONAL SHARES) 0.64% (67%)
- VEUSX (VANGUARD EUROPEAN STOCK INDEX FUND ADMIRAL SHARES) 0.66% (65%)
- MAEFX (BlackRock EuroFd I) 0.64% (63%)
Best ETFs
- EZU (iShares MSCI Eurozone ETF) 0.85% (100%)
- FEZ (SPDR® EURO STOXX 50 ETF) 0.82% (98%)
- VGK (Vanguard FTSE Europe Index Fund ETF Shares) 0.61% (96%)
- IEV (iShares Europe ETF) 0.63% (93%)
- FEU (SPDR STOXX Europe 50 ETF) 0.57% (91%)
- DFE (WisdomTree Europe SmallCap Dividend Fund) 1.20% (85%)
- FDD (First Trust STOXX® European Select Dividend Index Fund) 0.68% (83%)
- FEP (First Trust Europe AlphaDEX® Fund) 0.99% (52%)
- HEDJ (WisdomTree Europe Hedged Equity Fund) 0.85% (11%)