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FDM: First Trust Dow Jones Sel MicroCap ETF (ETF)
Basic Info 62.18 0.19(0.30%) October 22
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 09/30/2005 |
| Last Dividend Date: | 09/23/2021 |
| 12-Mo. Yield | 1.08% |
| Expenses | 0.60% |
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Performance Analytics (As of 10/22/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.7 | 30.9 | 55.8 | 11.5 | 13.2 | 14.0 | 8.1 | 8.4 | -4.1 | 27.4 | -13.5 | 8.7 | 35.9 | -0.1 | 3.3 | 44.1 | 15.7 | -8.6 | 25.6 | 20.1 | -31.9 | -7.4 | 15.9 | 2.5 |
| SR | NA | 1.67 | 2.33 | 0.35 | 0.49 | 0.62 | NA | 0.3 | -0.09 | 1.64 | -1.02 | 0.6 | 2.11 | -0.01 | 0.2 | 3.0 | 0.88 | -0.25 | 0.85 | 0.52 | -0.79 | -0.51 | 0.74 | 0.47 |
| DD(%) | NA | 10.3 | 10.3 | 47.0 | 47.8 | 47.8 | NA | 63.4 | 46.7 | 11.4 | 26.7 | 8.5 | 12.0 | 11.4 | 12.5 | 6.2 | 13.2 | 33.1 | 21.2 | 37.9 | 46.8 | 16.4 | 14.5 | 6.1 |
| SD(%) | NA | 23.6 | 24.0 | 31.1 | 25.6 | 22.0 | NA | 25.8 | 46.0 | 15.9 | 14.5 | 13.6 | 16.8 | 15.8 | 16.5 | 14.7 | 18.0 | 35.1 | 30.0 | 38.7 | 41.3 | 20.6 | 17.2 | 16.6 |
| TR | NA | 0.34 | 0.48 | 0.1 | 0.12 | 0.13 | NA | 0.08 | -0.04 | 0.28 | -0.2 | 0.07 | 0.4 | 0.0 | 0.03 | 0.46 | 0.16 | -0.08 | 0.23 | 0.19 | -0.41 | -0.1 | 0.12 | 0.09 |
| Alpha(%) | NA | 0.04 | 0.02 | -0.02 | -0.01 | 0.0 | NA | 0.0 | -0.08 | 0.01 | -0.03 | -0.03 | 0.06 | 0.01 | -0.02 | 0.02 | -0.01 | -0.02 | -0.01 | -0.05 | -0.01 | -0.03 | 0.0 | 0.02 |
| Beta(%) | NA | 1.15 | 1.16 | 1.04 | 1.03 | 1.01 | NA | 0.98 | 1.07 | 0.93 | 0.75 | 1.13 | 0.89 | 0.86 | 1.03 | 0.97 | 1.0 | 1.08 | 1.11 | 1.04 | 0.79 | 1.03 | 1.07 | 0.92 |
| RS | NA | 0.79 | 0.8 | 0.85 | 0.83 | 0.82 | NA | 0.82 | 0.88 | 0.73 | 0.77 | 0.71 | 0.78 | 0.71 | 0.79 | 0.81 | 0.81 | 0.95 | 0.77 | 0.92 | 0.72 | 0.85 | 0.91 | 0.78 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/30/2005
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See SMALL BLEND Asset Class Trend Rankings |
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* Day change on 10/22/2021.Latest Articles Related to FDM
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