Find A Portfolio/Ticker
Comparison Box
FXH: First Trust Health Care AlphaDEX ETF (ETF)
Basic Info 113 0.99(0.88%) February 07
Asset Class: | Health |
MyPlanIQ Rating: | (90%) |
Start Date: | 05/10/2007 |
Last Dividend Date: | 12/23/2022 |
12-Mo. Yield | 0.00% |
Expenses | 0.67% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 02/03/2023)
Not up-to-date? TryLast 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(%) | 0.6 | 3.9 | 1.9 | 9.4 | 9.9 | 12.2 | 12.6 | 11.6 | -12.1 | 15.2 | 28.0 | 22.3 | -1.3 | 21.8 | -5.2 | 0.3 | 25.4 | 47.6 | 19.6 | 5.5 | 18.7 | 51.2 | -29.0 | 0.8 |
SR | NA | 3.39 | 0.0 | 0.42 | 0.38 | 0.62 | NA | 0.56 | -0.62 | 1.06 | 0.84 | 1.28 | -0.14 | 2.06 | -0.31 | 0.01 | 1.67 | 3.73 | 1.41 | 0.23 | 1.1 | 2.23 | -0.99 | -0.11 |
DD(%) | NA | 1.6 | 18.5 | 30.6 | 30.6 | 30.6 | NA | 43.7 | 22.2 | 10.0 | 30.6 | 8.9 | 24.6 | 6.9 | 17.7 | 19.5 | 10.6 | 4.2 | 8.2 | 22.2 | 13.3 | 20.4 | 42.3 | 6.5 |
SD(%) | NA | 13.5 | 21.3 | 24.2 | 21.9 | 18.9 | NA | 19.8 | 21.8 | 14.3 | 32.8 | 16.2 | 19.6 | 10.3 | 17.2 | 19.2 | 15.2 | 12.7 | 14.0 | 23.5 | 16.9 | 23.0 | 30.0 | 14.2 |
TR | NA | 0.49 | 0.0 | 0.1 | 0.08 | 0.11 | NA | 0.11 | -0.13 | 0.14 | 0.24 | 0.19 | -0.02 | 0.25 | -0.06 | 0.0 | 0.23 | 0.43 | 0.16 | 0.04 | 0.15 | 0.48 | -0.39 | -0.04 |
Alpha(%) | NA | 0.19 | -0.03 | -0.01 | -0.01 | -0.01 | NA | 0.0 | -0.06 | 0.0 | 0.05 | -0.01 | -0.01 | 0.03 | 0.02 | -0.05 | -0.02 | 0.0 | 0.0 | -0.03 | 0.04 | 0.09 | -0.07 | 0.01 |
Beta(%) | NA | 0.93 | 0.99 | 1.04 | 1.06 | 1.05 | NA | 1.01 | 1.01 | 1.06 | 1.14 | 1.12 | 1.1 | 0.85 | 0.97 | 1.08 | 1.11 | 1.11 | 1.26 | 1.24 | 1.23 | 1.07 | 0.76 | 0.35 |
RS | NA | 0.57 | 0.87 | 0.85 | 0.84 | 0.84 | NA | 0.76 | 0.89 | 0.69 | 0.93 | 0.86 | 0.81 | 0.66 | 0.82 | 0.91 | 0.9 | 0.84 | 0.8 | 0.92 | 0.87 | 0.74 | 0.54 | 0.08 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/10/2007
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 Health Asset Class Trend Rankings |
Top Rated Funds in Health
Best Mutual Funds
- VGHCX (Vanguard Health Care Inv) 0.73% (97%)
- HGHAX (Hartford Healthcare A) 0.81% (77%)
- FSMEX (Fidelity Select Medical Equip & Systems) 1.22% (76%)
- FBIOX (Fidelity Select Biotechnology) 0.54% (76%)
- FBTIX (Fidelity Advisor Biotechnology I) 0.33% (76%)
- FSHCX (Fidelity Select Medical Delivery Port) 0.86% (73%)
- FSPHX (Fidelity Select Health Care) 1.10% (73%)
- FHCIX (Fidelity Advisor Health Care I) 1.09% (72%)
- SHSSX (BlackRock Health Sciences Opps Inst) 0.71% (65%)
- MEDRX (Kinetics Medical No Load) 0.0% (65%)
Best ETFs
- DRGS (RBS Global Big Pharma ETN) (100%)
- XLV (Health Care Select Sector SPDR ETF) 0.64% (96%)
- BBH (Market Vectors Biotech ETF) 0.67% (94%)
- IBB (iShares Nasdaq Biotechnology) 0.52% (94%)
- PPH (Market Vectors Pharmaceutical ETF) 1.12% (93%)
- FBT (First Trust NYSE Arca Biotech ETF) 0.85% (91%)
- FXH (First Trust Health Care AlphaDEX ETF) 0.88% (90%)
- IHE (iShares US Pharmaceuticals) 0.71% (88%)
- IHF (iShares US Healthcare Providers) 0.72% (87%)
- IHI (iShares US Medical Devices) 1.37% (87%)
Best Closed End Funds
- BME (BlackRock Health Sciences) 0.63% (100%)
- GRX (Gabelli Healthcare & Wellness Trust) 1.64% (99%)
- HQH (H&Q Healthcare Investors) 0.32% (98%)
- HQL (H&Q Life Sciences Investors) 0.54% (98%)