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FEX: First Trust Large Cap Core AlphaDEX ETF (ETF)
Basic Info 90.7 0.22(0.24%) October 22
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 05/10/2007 |
| Last Dividend Date: | 09/23/2021 |
| 12-Mo. Yield | 0.78% |
| Expenses | 0.64% |
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Performance Analytics (As of 10/22/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 2.3 | 24.5 | 38.4 | 17.6 | 16.0 | 14.3 | 9.3 | 14.2 | 26.9 | -9.9 | 21.4 | 14.3 | -4.0 | 12.2 | 36.0 | 14.5 | -0.4 | 20.6 | 36.9 | -38.7 | -5.4 |
| SR | NA | 2.27 | 2.74 | 0.68 | 0.74 | 0.78 | 0.42 | 0.37 | 1.93 | -0.68 | 2.74 | 0.98 | -0.26 | 1.01 | 2.87 | 1.01 | -0.02 | 1.07 | 1.18 | -1.1 | -0.64 |
| DD(%) | NA | 5.2 | 5.6 | 39.5 | 39.5 | 39.5 | 58.8 | 39.5 | 7.6 | 22.0 | 3.3 | 11.0 | 13.3 | 9.1 | 6.1 | 12.3 | 22.0 | 14.7 | 30.5 | 49.6 | 12.2 |
| SD(%) | NA | 13.7 | 14.0 | 24.9 | 20.5 | 17.9 | 21.2 | 37.8 | 13.2 | 16.6 | 7.6 | 14.3 | 15.5 | 12.1 | 12.5 | 14.5 | 25.3 | 19.2 | 31.1 | 36.0 | 17.2 |
| TR | NA | 0.32 | 0.4 | 0.16 | 0.15 | 0.13 | 0.1 | 0.13 | 0.25 | -0.12 | 0.19 | 0.13 | -0.04 | 0.12 | 0.33 | 0.13 | 0.0 | 0.2 | 0.41 | -0.64 | -0.15 |
| Alpha(%) | NA | 0.01 | 0.02 | -0.01 | -0.01 | -0.01 | 0.0 | -0.02 | -0.02 | -0.03 | -0.01 | 0.01 | -0.02 | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 | 0.04 | -0.08 | -0.04 |
| Beta(%) | NA | 0.97 | 0.95 | 1.04 | 1.03 | 1.04 | 0.9 | 1.06 | 1.03 | 0.96 | 1.08 | 1.05 | 0.98 | 1.03 | 1.1 | 1.1 | 1.06 | 1.04 | 0.91 | 0.62 | 0.74 |
| RS | NA | 0.86 | 0.86 | 0.94 | 0.94 | 0.95 | 0.77 | 0.95 | 0.95 | 0.97 | 0.91 | 0.95 | 0.96 | 0.96 | 0.96 | 0.96 | 0.99 | 0.97 | 0.64 | 0.49 | 0.6 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/10/2007
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
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