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FPX: First Trust US IPO ETF (ETF)
Basic Info 82.33 0.83(1.02%) March 30
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 04/13/2006 |
| Last Dividend Date: | 03/24/2023 |
| 12-Mo. Yield | 0.19% |
| Expenses | 0.60% |
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Performance Analytics (As of 03/24/2023)
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 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 2.5 | 5.0 | -24.5 | 9.9 | 4.6 | 9.7 | 10.4 | 9.6 | -34.4 | 3.8 | 47.9 | 30.4 | -8.3 | 26.8 | 6.7 | 2.3 | 11.7 | 47.8 | 30.5 | 3.0 | 18.1 | 44.6 | -43.8 | 14.8 | 10.4 |
| SR | NA | 0.09 | -0.96 | 0.36 | 0.12 | 0.41 | NA | 0.38 | -1.12 | 0.15 | 1.31 | 2.0 | -0.5 | 2.92 | 0.39 | 0.13 | 0.75 | 3.25 | 2.05 | 0.13 | 0.99 | 1.69 | -1.08 | 0.68 | 0.76 |
| DD(%) | NA | 9.4 | 29.7 | 42.3 | 42.3 | 42.3 | NA | 56.3 | 35.8 | 18.7 | 37.0 | 9.3 | 23.6 | 3.3 | 16.4 | 16.2 | 10.8 | 6.7 | 12.0 | 22.6 | 15.7 | 23.7 | 55.7 | 14.4 | 12.8 |
| SD(%) | NA | 22.5 | 28.8 | 27.9 | 26.7 | 21.7 | NA | 22.7 | 32.1 | 24.6 | 36.2 | 14.5 | 19.4 | 9.0 | 16.6 | 16.7 | 15.6 | 14.7 | 15.0 | 23.5 | 18.2 | 26.3 | 41.2 | 17.5 | 15.1 |
| TR | NA | 0.02 | -0.34 | 0.12 | 0.04 | 0.1 | NA | 0.1 | -0.43 | 0.05 | 0.49 | 0.43 | -0.11 | 0.29 | 0.06 | 0.02 | 0.11 | 0.44 | 0.36 | 0.04 | 0.23 | 0.61 | -0.48 | 0.12 | 0.11 |
| Alpha(%) | NA | -0.14 | -0.04 | -0.01 | -0.03 | -0.01 | NA | 0.0 | 0.0 | -0.05 | -0.02 | 0.0 | -0.04 | 0.0 | 0.03 | -0.02 | -0.01 | 0.03 | 0.05 | 0.01 | 0.03 | 0.06 | -0.05 | 0.02 | 0.05 |
| Beta(%) | NA | 0.89 | 0.81 | 0.83 | 0.85 | 0.88 | NA | 0.87 | 0.83 | 0.74 | 0.97 | 0.68 | 0.89 | 0.91 | 1.06 | 0.97 | 1.07 | 1.08 | 0.85 | 0.78 | 0.79 | 0.73 | 0.92 | 0.96 | 1.01 |
| RS | NA | 0.89 | 0.9 | 0.83 | 0.85 | 0.84 | NA | 0.77 | 0.92 | 0.63 | 0.92 | 0.69 | 0.91 | 0.75 | 0.89 | 0.88 | 0.87 | 0.79 | 0.69 | 0.78 | 0.7 | 0.46 | 0.7 | 0.82 | 0.78 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/13/2006
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