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FXH: First Trust Health Care AlphaDEX ETF (ETF)
Basic Info 122.05 0.32(0.26%) July 30
| Asset Class: | Health |
| MyPlanIQ Rating: | (71%) |
| Start Date: | 05/10/2007 |
| Last Dividend Date: | 06/21/2013 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.67% |
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Performance Analytics (As of 07/30/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.6 | 13.2 | 26.8 | 17.1 | 14.7 | 15.6 | 13.5 | 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 | 1.63 | 1.57 | 0.69 | 0.69 | 0.8 | 0.66 | 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 | 10.0 | 10.0 | 30.6 | 30.6 | 30.6 | 43.7 | 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 | 14.8 | 17.0 | 23.7 | 20.2 | 19.1 | 19.9 | 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 | 0.22 | 0.25 | 0.14 | 0.13 | 0.14 | 0.13 | 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 | 0.01 | 0.04 | 0.01 | 0.02 | 0.0 | 0.01 | 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 | 1.09 | 1.08 | 1.14 | 1.09 | 1.11 | 1.03 | 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 | 0.72 | 0.74 | 0.89 | 0.85 | 0.87 | 0.76 | 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
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Health Asset Class Trend Rankings |
Top Rated Funds in Health
Best Mutual Funds
- FSMEX (Fidelity Select Medical Equip & Systems) 1.06% (93%)
- PRHSX (T. Rowe Price Health Sciences) 0.29% (81%)
- FSPHX (Fidelity Select Health Care) 0.03% (77%)
- AHSAX (Alger Health Sciences A) 0.46% (73%)
- VHCIX (Vanguard Health Care Index Adm) 0.02% (73%)
- SHSSX (BlackRock Health Sciences Opps Inst) 0.01% (72%)
- PHSZX (Prudential Jennison Health Sciences Z) 0.57% (72%)
- JFNIX (Janus Global Life Sciences I) 0.0% (71%)
- RAGHX (Allianz RCM Wellness A) 0.20% (70%)
- HGHIX (Hartford Healthcare I) 0.02% (70%)
Best ETFs
- DRGS (RBS Global Big Pharma ETN) (100%)
- PTH (PowerShares DWA Healthcare Momentum ETF) 1.89% (91%)
- XHE (SPDR® S&P Health Care Equipment ETF) 0.42% (84%)
- XHS (SPDR® S&P Health Care Services ETF) 0.30% (79%)
- RYH (Guggenheim S&P 500 Eq Weight HC ETF) 0.28% (73%)
- PSCH (PowerShares S&P SmallCap Health Care ETF) 0.11% (73%)
- IHF (iShares US Healthcare Providers) 0.09% (72%)
- VHT (Vanguard Health Care ETF) 0.09% (72%)
- BBH (Market Vectors Biotech ETF) 0.29% (69%)
- FXH (First Trust Health Care AlphaDEX ETF) 0.26% (68%)
Best Closed End Funds
- BME (BlackRock Health Sciences) 0.43% (73%)
- GRX (Gabelli Healthcare & Wellness Trust) 0.15% (56%)
- HQH (H&Q Healthcare Investors) 0.15% (43%)
- HQL (H&Q Life Sciences Investors) 0.29% (34%)
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