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FIXD: First Trust TCW Opportunistic Fixed Income ETF (ETF)
Basic Info 43.6 0.01(0.02%) March 28
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (1%) |
Start Date: | 02/17/2017 |
Last Dividend Date: | 03/21/2024 |
12-Mo. Yield | 3.94% |
Expenses | 0.65% |
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Performance Analytics (As of 03/28/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.2 | -0.8 | 1.9 | -3.1 | 0.4 | 1.1 | 5.7 | -14.9 | -1.0 | 8.9 | 9.3 | 0.0 | 1.8 |
Sharpe Ratio | NA | -1.22 | -0.36 | -0.74 | -0.17 | -0.08 | 0.18 | -1.91 | -0.33 | 1.1 | 2.33 | -0.42 | 0.42 |
Draw Down(%) | NA | 3.2 | 8.4 | 20.3 | 20.3 | 20.3 | 8.5 | 19.1 | 3.2 | 8.5 | 2.1 | 2.8 | 1.5 |
Standard Deviation(%) | NA | 6.8 | 7.6 | 7.2 | 6.8 | 6.0 | 8.1 | 8.6 | 3.2 | 7.9 | 3.4 | 3.1 | 3.4 |
Treynor Ratio | NA | -0.08 | -0.03 | -0.06 | -0.01 | -0.01 | 0.01 | -0.17 | -0.01 | 0.09 | 0.1 | -0.02 | 0.02 |
Alpha | NA | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 |
Beta | NA | 1.11 | 1.01 | 0.96 | 0.95 | 0.93 | 1.0 | 0.95 | 0.75 | 0.91 | 0.81 | 0.8 | 0.83 |
RSquared | NA | 0.89 | 0.9 | 0.88 | 0.73 | 0.71 | 0.9 | 0.89 | 0.8 | 0.36 | 0.62 | 0.47 | 0.41 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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