Find A Portfolio/Ticker
Comparison Box
FNY: First Trust Mid Cap Growth AlphaDEX® ETF (ETF)
Basic Info 75.6 0.2(0.27%) October 22
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (23%) |
| Start Date: | 04/20/2011 |
| Last Dividend Date: | 12/24/2020 |
| 12-Mo. Yield | 0.24% |
| Expenses | 0.70% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 10/21/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 2.6 | 15.6 | 34.5 | 22.8 | 20.6 | 15.8 | 13.6 | 37.0 | 32.5 | -7.5 | 25.1 | 9.4 | -1.4 | 4.9 | 36.6 | 11.1 | -8.5 |
| SR | NA | 0.74 | 1.28 | 0.75 | 0.85 | 0.76 | 0.64 | 1.01 | 1.9 | -0.42 | 2.2 | 0.61 | -0.09 | 0.33 | 2.46 | 0.69 | -0.41 |
| DD(%) | NA | 13.9 | 13.9 | 38.9 | 38.9 | 38.9 | 38.9 | 38.9 | 7.9 | 29.0 | 4.9 | 12.3 | 12.6 | 12.9 | 8.5 | 12.4 | 25.7 |
| SD(%) | NA | 22.2 | 21.8 | 27.0 | 22.7 | 19.6 | 20.2 | 36.0 | 16.4 | 21.2 | 11.2 | 15.0 | 15.8 | 14.8 | 14.9 | 16.2 | 29.0 |
| TR | NA | 0.15 | 0.25 | 0.2 | 0.19 | 0.15 | 0.14 | 0.37 | 0.28 | -0.08 | 0.2 | 0.1 | -0.02 | 0.05 | 0.36 | 0.12 | -0.16 |
| Alpha(%) | NA | -0.02 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | -0.03 | 0.01 | -0.01 | 0.0 |
| Beta(%) | NA | 1.11 | 1.1 | 1.03 | 1.04 | 0.99 | 0.95 | 0.98 | 1.11 | 1.12 | 1.2 | 0.89 | 0.94 | 1.01 | 1.02 | 0.91 | 0.74 |
| RS | NA | 0.78 | 0.78 | 0.89 | 0.88 | 0.87 | 0.84 | 0.92 | 0.87 | 0.93 | 0.78 | 0.88 | 0.89 | 0.88 | 0.83 | 0.82 | 0.67 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/20/2011
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 Mid-Cap Growth Asset Class Trend Rankings |
Top Rated Funds in Mid-Cap Growth
Best Mutual Funds
- MVALX (Meridian Value) (100%)
- NICSX (Nicholas) (100%)
- FAMVX (FAM Value Inv) (100%)
- VMGIX (Vanguard Mid-Cap Growth Index Inv) (99%)
- BPTRX (Baron Partners Retail) (98%)
- NBGEX (Neuberger Berman Genesis Tr) (97%)
- SMIFX (Sound Mind Investing) (96%)
- TWHIX (American Century Heritage Inv) (96%)
- RPFIX (Royce Premier Instl) (96%)
- ATRIX (Aquila Three Peaks Opportunity Growth I) (95%)
Best ETFs
- FAD (First Trust Multi Cap Gr AlphaDEX ETF) 0.11% (98%)
- IJK (iShares S&P Mid-Cap 400 Growth) 0.11% (98%)
- IWP (iShares Russell Mid-Cap Growth) 0.35% (98%)
- PDP (PowerShares DWA Momentum ETF) 0.22% (97%)
- RFG (Guggenheim S&P MidCap 400 Pure Gr ETF) 0.02% (97%)
- VOT (Vanguard Mid-Cap Growth ETF) 0.08% (97%)
- IVOG (Vanguard S&P Mid-Cap 400 Growth ETF) 0.05% (26%)
- MDYG (SPDR® S&P 400 Mid Cap Growth ETF) 0.05% (23%)
- FNY (First Trust Mid Cap Growth AlphaDEX® ETF) 0.27% (23%)
Best Closed End Funds
* Day change on 10/22/2021.Latest Articles Related to FNY
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments