Find A Portfolio/Ticker
Comparison Box
FEX: First Trust Large Cap Core AlphaDEX ETF (ETF)
Basic Info 80.05 0.04(0.05%) May 20
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 05/10/2007 |
| Last Dividend Date: | 03/25/2022 |
| 12-Mo. Yield | 0.77% |
| Expenses | 0.64% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/20/2022)
| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -2.2 | -12.9 | -2.8 | 12.3 | 10.6 | 12.9 | 8.1 | 8.1 | 27.5 | 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 | -1.41 | -0.18 | 0.47 | 0.46 | 0.7 | NA | 0.36 | 1.96 | 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 | 13.0 | 13.1 | 39.5 | 39.5 | 39.5 | NA | 58.8 | 6.1 | 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 | 21.6 | 16.6 | 25.2 | 21.4 | 17.9 | NA | 21.2 | 14.0 | 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 | -0.37 | -0.03 | 0.12 | 0.1 | 0.12 | NA | 0.08 | 0.28 | 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 | 0.03 | 0.01 | 0.0 | -0.01 | 0.0 | NA | 0.0 | 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 | 0.83 | 0.86 | 1.02 | 1.01 | 1.02 | NA | 0.9 | 0.97 | 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 | 0.92 | 0.9 | 0.93 | 0.94 | 0.94 | NA | 0.78 | 0.87 | 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
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 LARGE BLEND Asset Class Trend Rankings |
Top Rated Funds in LARGE BLEND
Best Mutual Funds
- LLPFX (Longleaf Partners) 0.13% (100%)
- LMVTX (Legg Mason Cap Mgmt Value C) 0.14% (100%)
- MPGFX (Mairs & Power Growth Inv) 0.08% (100%)
- YACKX (Yacktman Svc) 0.31% (99%)
- FMIHX (FMI Large Cap) 0.42% (99%)
- FDGFX (Fidelity Dividend Growth) 0.19% (99%)
- THPGX (Thompson LargeCap) 0.29% (99%)
- WVALX (Weitz Value) 0.73% (99%)
- OAKMX (Oakmark I) 0.13% (99%)
- SWANX (Schwab Core Equity Inv) 0.46% (99%)
Best ETFs
- SPY (SPDR S&P 500 ETF) 0.04% (100%)
- XLG (Guggenheim Russell Top 50 Mega Cap ETF) 0.01% (100%)
- IWB (iShares Russell 1000) 0.04% (97%)
- IYY (iShares Dow Jones US) 0.06% (97%)
- VTI (Vanguard Total Stock Market ETF) 0.0% (96%)
- RSP (Guggenheim S&P 500 Equal Weight ETF) 0.0% (96%)
- DSI (iShares MSCI KLD 400 Social) 0.18% (94%)
- EPS (WisdomTree Earnings 500 ETF) 0.02% (94%)
- FEX (First Trust Large Cap Core AlphaDEX ETF) 0.05% (94%)
- IVV (iShares Core S&P 500) 0.05% (93%)
Best Closed End Funds
- ADX (Adams Express) 0.13% (95%)
- CLM (Cornerstone Strategic Value) 0.0% (95%)
- CRF (Cornerstone Total Return Fund) 1.10% (95%)
- ETB (Eaton Vance Tax-Managed Buy-Write Income) 0.62% (95%)
- ETY (Eaton Vance Tax-Managed Divrs Equity Inc) 0.17% (95%)
- FFA (First Trust Enhanced Equity Income) 0.41% (95%)
- GAB (Gabelli Equity) 1.06% (94%)
- GGT (Gabelli Global Multimedia) 0.54% (94%)
- USA (Liberty All-Star Equity) 0.62% (94%)
- GRF (Eagle Capital Growth) 5.66% (94%)
Latest Articles Related to FEX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
