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FTC: First Trust Large Cap Gr AlphaDEX ETF (ETF)
Basic Info 85.55 0.91(1.05%) September 30
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 05/11/2007 |
| Last Dividend Date: | 09/23/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.66% |
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Performance Analytics (As of 09/30/2022)
| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -1.3 | -28.1 | -22.1 | 7.6 | 8.9 | 11.9 | 7.7 | 7.7 | 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 |
| SR | NA | -1.38 | -0.91 | 0.27 | 0.34 | 0.6 | NA | 0.35 | 1.24 | 0.93 | 1.99 | -0.36 | 2.77 | 0.18 | 0.27 | 1.03 | 2.86 | 0.72 | -0.12 | 1.1 | 1.25 | -1.27 | 0.07 |
| DD(%) | NA | 28.9 | 31.1 | 34.7 | 34.7 | 34.7 | NA | 54.1 | 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 |
| SD(%) | NA | 26.6 | 25.1 | 27.1 | 23.6 | 19.2 | NA | 20.9 | 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 |
| TR | NA | -0.57 | -0.4 | 0.09 | 0.1 | 0.14 | NA | 0.09 | 0.4 | 0.34 | 0.43 | -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 | -0.01 | -0.02 | 0.0 | -0.01 | 0.0 | NA | 0.0 | 0.03 | -0.06 | 0.0 | -0.03 | -0.01 | 0.01 | -0.01 | 0.01 | 0.0 | -0.02 | -0.01 | 0.04 | 0.01 | -0.06 | 0.0 |
| Beta(%) | NA | 0.65 | 0.57 | 0.77 | 0.78 | 0.81 | NA | 0.81 | 0.61 | 0.96 | 0.62 | 0.94 | 0.94 | 0.85 | 0.95 | 0.99 | 1.03 | 0.9 | 0.9 | 1.06 | 0.76 | 0.76 | 0.68 |
| RS | NA | 0.86 | 0.77 | 0.84 | 0.84 | 0.85 | NA | 0.82 | 0.67 | 0.95 | 0.69 | 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
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