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FEP: First Trust Europe AlphaDEX Fund (ETF)
Basic Info 48.32 0.7(1.47%) July 08
| Asset Class: | EUROPE STOCK |
| MyPlanIQ Rating: | (52%) |
| Start Date: | 04/26/2011 |
| Last Dividend Date: | 12/13/2024 |
| 12-Mo. Yield | 1.50% |
| Expenses | 0.80% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/26/2011 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.1 | 34.9 | 28.7 | 19.2 | 13.1 | 7.3 | 5.8 | 3.4 | 16.8 | -23.0 | 17.0 | 4.1 | 24.8 | -19.0 | 35.7 | 0.8 | 2.9 | -10.2 | 30.0 | 23.5 | -29.1 |
| Sharpe Ratio | NA | 3.25 | 1.29 | 0.79 | 0.54 | 0.27 | 0.22 | -0.22 | 0.76 | -0.88 | 1.1 | 0.1 | 1.68 | -1.2 | 3.42 | 0.02 | 0.16 | -0.65 | 1.97 | 0.95 | -1.08 |
| Draw Down(%) | NA | 16.1 | 16.1 | 20.1 | 39.0 | 46.0 | 46.0 | 9.4 | 14.2 | 38.2 | 7.8 | 42.7 | 10.1 | 27.6 | 3.2 | 15.7 | 15.2 | 22.3 | 8.3 | 19.1 | 34.0 |
| Standard Deviation(%) | NA | 23.2 | 19.8 | 19.7 | 19.8 | 21.0 | 21.5 | 14.8 | 16.7 | 27.8 | 15.4 | 37.2 | 13.9 | 17.0 | 10.3 | 22.4 | 17.6 | 15.8 | 15.2 | 24.9 | 36.5 |
| Treynor Ratio | NA | 0.67 | 0.23 | 0.14 | 0.1 | 0.05 | 0.05 | -0.03 | 0.12 | -0.23 | 0.16 | 0.04 | 0.2 | -0.18 | 0.33 | 0.01 | 0.03 | -0.09 | 0.3 | 0.33 | -0.92 |
| Alpha | NA | 0.04 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | -0.03 | 0.0 | -0.01 | -0.01 | -0.01 | 0.02 | 0.01 | 0.02 | -0.01 | 0.02 | 0.04 | -0.13 |
| Beta | NA | 1.12 | 1.09 | 1.09 | 1.07 | 1.07 | 0.93 | 1.04 | 1.1 | 1.06 | 1.09 | 1.06 | 1.15 | 1.15 | 1.08 | 1.05 | 0.95 | 1.12 | 1.0 | 0.71 | 0.43 |
| RSquared | NA | 0.87 | 0.85 | 0.89 | 0.89 | 0.9 | 0.69 | 0.81 | 0.89 | 0.93 | 0.86 | 0.9 | 0.9 | 0.91 | 0.86 | 0.94 | 0.85 | 0.84 | 0.81 | 0.31 | 0.18 |
| Yield(%) | N/A | 0.0 | 1.5 | 3.4 | 3.8 | 3.1 | N/A | 4.9 | 3.6 | 2.2 | 3.9 | 2.3 | 3.2 | 2.1 | 1.7 | 2.1 | 2.2 | 2.2 | 2.0 | 2.6 | 1.6 |
| Dividend Growth(%) | N/A | -100.0 | -62.4 | -14.1 | 84.8 | N/A | N/A | 49.2 | 23.1 | -35.9 | 70.4 | -10.6 | 21.8 | 66.8 | -22.1 | -4.3 | -9.9 | 40.0 | -8.3 | 15.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/26/2011
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