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FXG: First Trust Cnsmr Staples AlphaDEX ETF (ETF)
Basic Info 61.1 0.54(0.88%) May 30
| Asset Class: | Consumer Defensive |
| MyPlanIQ Rating: | (90%) |
| Start Date: | 05/10/2007 |
| Last Dividend Date: | 03/24/2023 |
| 12-Mo. Yield | 1.79% |
| Expenses | 0.63% |
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Performance Analytics (As of 05/26/2023)
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -2.4 | -2.0 | -1.9 | 12.4 | 8.6 | 8.9 | 10.1 | 9.0 | 5.2 | 22.7 | 4.8 | 20.6 | -11.5 | 7.9 | 4.7 | 6.2 | 21.0 | 42.2 | 9.1 | 12.9 | 19.7 | 27.5 | -25.2 | -2.3 |
| SR | NA | -0.65 | -0.28 | 0.85 | 0.44 | 0.55 | NA | 0.49 | 0.22 | 1.74 | 0.17 | 1.69 | -0.86 | 0.8 | 0.34 | 0.43 | 1.74 | 3.47 | 0.74 | 0.64 | 1.37 | 1.46 | -0.79 | -0.41 |
| DD(%) | NA | 7.3 | 13.0 | 15.1 | 27.5 | 27.5 | NA | 38.7 | 15.1 | 8.9 | 27.4 | 7.0 | 19.3 | 6.6 | 11.0 | 9.8 | 7.1 | 5.6 | 9.9 | 15.3 | 10.9 | 15.8 | 34.3 | 8.8 |
| SD(%) | NA | 11.9 | 14.9 | 15.0 | 17.3 | 15.1 | NA | 17.1 | 17.1 | 13.0 | 26.8 | 11.4 | 14.9 | 9.1 | 12.9 | 14.5 | 12.1 | 12.2 | 12.3 | 20.0 | 14.3 | 18.8 | 33.1 | 15.5 |
| TR | NA | -0.16 | -0.08 | 0.24 | 0.13 | 0.13 | NA | 0.14 | 0.07 | 0.49 | 0.07 | 0.34 | -0.22 | 0.1 | 0.06 | 0.08 | 0.24 | 0.47 | 0.12 | 0.16 | 0.3 | 0.52 | -0.58 | -0.51 |
| Alpha(%) | NA | -0.07 | -0.02 | 0.02 | 0.01 | 0.0 | NA | 0.01 | 0.06 | 0.04 | -0.03 | 0.01 | -0.04 | -0.03 | -0.01 | 0.02 | 0.03 | 0.04 | -0.01 | 0.04 | 0.04 | 0.05 | -0.03 | -0.02 |
| Beta(%) | NA | 0.49 | 0.54 | 0.54 | 0.6 | 0.65 | NA | 0.58 | 0.52 | 0.46 | 0.69 | 0.57 | 0.58 | 0.72 | 0.69 | 0.8 | 0.87 | 0.9 | 0.75 | 0.79 | 0.65 | 0.53 | 0.45 | 0.12 |
| RS | NA | 0.39 | 0.58 | 0.45 | 0.58 | 0.58 | NA | 0.5 | 0.55 | 0.21 | 0.8 | 0.4 | 0.45 | 0.28 | 0.49 | 0.74 | 0.67 | 0.67 | 0.6 | 0.85 | 0.68 | 0.58 | 0.31 | 0.02 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/10/2007
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Consumer Defensive Asset Class Trend Rankings |
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