Find A Portfolio/Ticker
Comparison Box
FTC: First Trust Large Cap Growth AlphaDEX® Fund (ETF)
Basic Info 114.91 0.8(0.69%) April 18
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (97%) |
Start Date: | 05/11/2007 |
Last Dividend Date: | 03/21/2024 |
12-Mo. Yield | 0.59% |
Expenses | 0.60% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/11/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -4.8 | 4.9 | 22.5 | 3.8 | 11.5 | 11.7 | 13.9 | 8.9 | 20.7 | -23.3 | 24.4 | 33.3 | 28.1 | -6.0 | 25.2 | 2.6 | 4.3 | 14.3 | 37.8 | 10.0 | -2.8 | 23.6 | 28.8 | -40.6 | 2.6 |
Sharpe Ratio | NA | 1.9 | 1.63 | 0.17 | 0.45 | 0.57 | NA | 0.41 | 1.08 | -0.95 | 1.24 | 0.93 | 1.99 | -0.36 | 2.77 | 0.18 | 0.27 | 1.03 | 2.86 | 0.73 | -0.12 | 1.1 | 1.25 | -1.27 | 0.07 |
Draw Down(%) | NA | 4.1 | 12.1 | 31.2 | 34.7 | 34.7 | NA | 54.1 | 12.1 | 28.9 | 13.3 | 34.7 | 6.4 | 24.7 | 3.4 | 11.7 | 11.0 | 9.1 | 6.4 | 11.2 | 22.3 | 16.7 | 21.0 | 50.9 | 12.1 |
Standard Deviation(%) | NA | 15.7 | 15.1 | 19.8 | 23.5 | 19.6 | NA | 20.6 | 15.4 | 26.0 | 19.6 | 35.5 | 13.4 | 20.2 | 8.9 | 13.3 | 15.9 | 13.9 | 13.2 | 13.9 | 24.8 | 21.4 | 23.0 | 32.6 | 17.6 |
Treynor Ratio | NA | 0.39 | 0.34 | 0.05 | 0.13 | 0.14 | NA | 0.1 | 0.26 | -0.38 | 0.28 | 0.34 | 0.45 | -0.08 | 0.26 | 0.03 | 0.05 | 0.15 | 0.37 | 0.11 | -0.03 | 0.22 | 0.38 | -0.54 | 0.02 |
Alpha | NA | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | NA | 0.0 | -0.03 | 0.02 | 0.05 | -0.06 | 0.01 | -0.03 | -0.01 | 0.01 | -0.01 | 0.0 | 0.0 | -0.02 | -0.01 | 0.04 | 0.01 | -0.06 | 0.0 |
Beta | NA | 0.77 | 0.73 | 0.67 | 0.79 | 0.81 | NA | 0.82 | 0.65 | 0.65 | 0.87 | 0.96 | 0.6 | 0.94 | 0.94 | 0.85 | 0.95 | 0.98 | 1.03 | 0.9 | 0.9 | 1.06 | 0.76 | 0.76 | 0.68 |
RSquared | NA | 0.79 | 0.71 | 0.8 | 0.85 | 0.85 | NA | 0.82 | 0.63 | 0.84 | 0.9 | 0.95 | 0.66 | 0.95 | 0.83 | 0.89 | 0.93 | 0.93 | 0.89 | 0.88 | 0.93 | 0.91 | 0.66 | 0.77 | 0.49 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/11/2007
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 LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) 0.41% (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) 0.24% (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) 0.55% (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) 0.50% (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) 0.35% (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) 0.37% (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) 0.16% (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) 0.49% (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) 0.46% (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) 0.33% (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) 0.59% (99%)
- VUG (Vanguard Growth Index Fund ETF Shares) 0.61% (99%)
- IWF (iShares Russell 1000 Growth ETF) 0.54% (99%)
- QQQQ (PowerShares QQQ) 0.57% (97%)
- ONEQ (Fidelity® Nasdaq Composite Index® ETF) 0.42% (97%)
- FPX (First Trust US Equity Opportunities ETF) 0.39% (97%)
- FTC (First Trust Large Cap Growth AlphaDEX® Fund) 0.69% (97%)
- JKE (iShares Morningstar Growth ETF) (96%)
- MGK (Vanguard Mega Cap Growth Index Fund ETF Shares) 0.62% (96%)
- PWB (Invesco Dynamic Large Cap Growth ETF) 0.66% (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 0.06% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 0.15% (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) 0.24% (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 0.16% (98%)
- GAM (General American Investors Closed Fund) 0.20% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 0.72% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 0.15% (97%)
- FXBY (Foxby Corp) 0.0% (64%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.21% (22%)