Find A Portfolio/Ticker
Comparison Box
FYC: First Trust Small Cap Gr AlphaDEX® ETF (ETF)
Basic Info 57.85 1.13(1.99%) March 31
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (24%) |
| Start Date: | 04/20/2011 |
| Last Dividend Date: | 03/24/2023 |
| 12-Mo. Yield | 0.10% |
| Expenses | 0.70% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 03/30/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 4.5 | 4.9 | -16.2 | 21.7 | 6.9 | 9.7 | 9.4 | -25.9 | 22.4 | 32.3 | 16.8 | -5.5 | 23.0 | 13.8 | 1.2 | -1.1 | 43.5 | 11.6 | -6.3 |
| SR | NA | -0.21 | -0.76 | 0.74 | 0.16 | 0.36 | 0.36 | -0.9 | 0.89 | 0.74 | 0.95 | -0.32 | 1.64 | 0.76 | 0.07 | -0.06 | 2.65 | 0.71 | -0.26 |
| DD(%) | NA | 11.4 | 26.0 | 34.4 | 47.8 | 47.8 | 47.8 | 30.6 | 13.5 | 43.3 | 10.3 | 29.7 | 6.1 | 14.2 | 12.1 | 14.9 | 6.3 | 11.4 | 27.9 |
| SD(%) | NA | 21.9 | 28.4 | 29.0 | 29.0 | 23.7 | 23.7 | 30.3 | 25.2 | 43.5 | 16.2 | 21.3 | 13.6 | 17.8 | 17.2 | 17.8 | 16.4 | 16.5 | 33.7 |
| TR | NA | -0.05 | -0.24 | 0.21 | 0.04 | 0.08 | 0.09 | -0.3 | 0.2 | 0.29 | 0.16 | -0.06 | 0.18 | 0.14 | 0.01 | -0.01 | 0.43 | 0.16 | -0.12 |
| Alpha(%) | NA | -0.05 | -0.02 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.06 | -0.02 | -0.05 | 0.0 | -0.01 | 0.01 | 0.02 | -0.02 | 0.02 | 0.0 | 0.02 |
| Beta(%) | NA | 0.9 | 0.9 | 1.01 | 1.03 | 1.03 | 0.97 | 0.9 | 1.12 | 1.11 | 0.99 | 1.07 | 1.22 | 0.95 | 1.01 | 1.05 | 1.0 | 0.73 | 0.74 |
| RS | NA | 0.91 | 0.95 | 0.9 | 0.93 | 0.91 | 0.85 | 0.96 | 0.84 | 0.95 | 0.92 | 0.94 | 0.84 | 0.88 | 0.88 | 0.87 | 0.77 | 0.57 | 0.66 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/20/2011
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 Small Growth Asset Class Trend Rankings |
Top Rated Funds in Small Growth
Best Mutual Funds
- PENNX (Royce Pennsylvania Mutual Invmt) (100%)
- VISGX (Vanguard Small Cap Growth Index Inv) (100%)
- APHSX (Artisan Small Cap Institutional) (99%)
- RVPCX (Royce Value Plus Consult) (98%)
- BCSIX (Brown Capital Mgmt Small Co Inv) (96%)
- LADYX (Lord Abbett Developing Growth I) (96%)
- NVSOX (Wells Fargo Advantage Small Cap Opp Adm) (96%)
- BIASX (Brown Advisory Small-Cap Growth I) (95%)
- BOSOX (Boston Trust Small Cap) (95%)
- JSMGX (Janus Triton I) (95%)
Best ETFs
- IJT (iShares S&P Small-Cap 600 Growth) 1.66% (99%)
- IWO (iShares Russell 2000 Growth) 1.92% (99%)
- JKK (iShares Morningstar Small-Cap Growth) (99%)
- RZG (Guggenheim S&P SmallCap 600 Pure Gr ETF) 1.92% (98%)
- VBK (Vanguard Small-Cap Growth ETF) 2.10% (98%)
- VTWG (Vanguard Russell 2000 Growth ETF) 1.92% (26%)
- VIOG (Vanguard S&P Small-Cap 600 Growth ETF) 1.71% (26%)
- FYC (First Trust Small Cap Gr AlphaDEX® ETF) 1.99% (24%)
Latest Articles Related to FYC
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
