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FEX: First Trust Large Cap Core AlphaDEX ETF (ETF)
Basic Info 78.6 0.13(0.17%) May 30
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 05/10/2007 |
| Last Dividend Date: | 03/24/2023 |
| 12-Mo. Yield | 1.70% |
| Expenses | 0.59% |
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Performance Analytics (As of 05/26/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -1.0 | -0.7 | -2.2 | 13.0 | 7.9 | 9.8 | 8.9 | 7.7 | -10.4 | 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 | -0.36 | -0.26 | 0.67 | 0.29 | 0.49 | NA | 0.34 | -0.53 | 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 | 11.3 | 14.7 | 20.3 | 39.5 | 39.5 | NA | 58.8 | 20.2 | 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 | 16.8 | 20.7 | 18.8 | 22.7 | 18.5 | NA | 21.1 | 22.4 | 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 | -0.06 | -0.06 | 0.14 | 0.07 | 0.09 | NA | 0.08 | -0.14 | 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 | -0.09 | -0.03 | 0.0 | -0.01 | -0.01 | NA | 0.0 | 0.03 | 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 | 1.02 | 0.92 | 0.92 | 0.99 | 1.0 | NA | 0.9 | 0.87 | 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 | 0.85 | 0.9 | 0.89 | 0.93 | 0.94 | NA | 0.79 | 0.93 | 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
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