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FIXD: First Trust TCW Opportunistic Fixed Income ETF (ETF)
Basic Info 43.91 0.02(0.05%) July 01
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (2%) |
| Start Date: | 02/17/2017 |
| Last Dividend Date: | 06/26/2025 |
| 12-Mo. Yield | 4.86% |
| Expenses | 0.65% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | Since 02/17/2017 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.4 | 4.4 | 6.6 | 2.7 | -0.9 | 1.5 | 0.8 | 5.7 | -14.9 | -1.0 | 8.9 | 9.3 | 0.0 | 1.8 |
| Sharpe Ratio | NA | 0.86 | 0.4 | -0.1 | -0.47 | -0.03 | -0.46 | 0.26 | -1.91 | -0.33 | 1.09 | 2.31 | -0.45 | 0.41 |
| Draw Down(%) | NA | 2.9 | 6.0 | 10.9 | 20.3 | 20.3 | 5.0 | 8.5 | 19.1 | 3.2 | 8.5 | 2.1 | 2.8 | 1.5 |
| Standard Deviation(%) | NA | 6.0 | 5.9 | 7.4 | 6.5 | 6.0 | 6.2 | 8.1 | 8.6 | 3.2 | 7.9 | 3.4 | 3.1 | 3.4 |
| Treynor Ratio | NA | 0.05 | 0.02 | -0.01 | -0.03 | 0.0 | -0.03 | 0.02 | -0.17 | -0.02 | 0.12 | 0.1 | -0.02 | 0.02 |
| Alpha | NA | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 |
| Beta | NA | 0.96 | 0.99 | 0.99 | 0.96 | 0.94 | 1.04 | 1.0 | 0.95 | 0.67 | 0.74 | 0.81 | 0.8 | 0.83 |
| RSquared | NA | 0.85 | 0.84 | 0.88 | 0.87 | 0.73 | 0.86 | 0.9 | 0.89 | 0.73 | 0.29 | 0.62 | 0.47 | 0.41 |
| Yield(%) | N/A | 2.2 | 4.5 | 4.0 | 3.0 | N/A | 4.4 | 4.0 | 2.7 | 1.7 | 3.2 | 4.1 | 2.7 | 0.8 |
| Dividend Growth(%) | N/A | -52.6 | 2.4 | 29.2 | N/A | N/A | 11.7 | 24.9 | 51.9 | -44.3 | -18.9 | 47.5 | 253.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/17/2017
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