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HYLS: First Trust Tactical High Yield ETF (ETF)
Basic Info 41.86 0.03(0.07%) October 11
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 02/27/2013 |
| Last Dividend Date: | 09/26/2024 |
| 12-Mo. Yield | 6.74% |
| Expenses | - |
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Performance Analytics (As of 10/11/2024)
| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 02/27/2013 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 5.6 | 14.0 | 1.9 | 3.2 | 3.8 | 4.1 | 13.6 | -12.9 | 3.7 | 5.3 | 14.7 | -2.5 | 5.7 | 7.9 | -0.2 | 1.8 | 8.5 |
| Sharpe Ratio | NA | 0.02 | 1.51 | -0.24 | 0.1 | 0.33 | 0.43 | 1.37 | -1.3 | 1.18 | 0.37 | 3.97 | -1.07 | 1.9 | 1.59 | -0.05 | 0.37 | 1.56 |
| Draw Down(%) | NA | 2.5 | 2.5 | 15.7 | 23.0 | 23.0 | 23.0 | 4.9 | 15.7 | 1.7 | 23.0 | 1.0 | 5.7 | 1.7 | 3.0 | 6.3 | 5.7 | 5.5 |
| Standard Deviation(%) | NA | 4.1 | 5.0 | 7.9 | 8.7 | 6.9 | 6.7 | 6.9 | 11.0 | 3.1 | 13.6 | 3.3 | 3.5 | 2.7 | 4.8 | 5.9 | 4.9 | 6.5 |
| Treynor Ratio | NA | 0.01 | 0.37 | -0.06 | 0.03 | 0.1 | 0.13 | 0.29 | -0.43 | 0.23 | 0.23 | 0.77 | -0.26 | 0.22 | 0.32 | -0.02 | 0.09 | 0.73 |
| Alpha | NA | -0.01 | 0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.01 | -0.03 | 0.0 | 0.0 | 0.03 | -0.01 | 0.0 | 0.02 | 0.0 | 0.0 | 0.02 |
| Beta | NA | 0.17 | 0.2 | 0.3 | 0.25 | 0.23 | 0.23 | 0.33 | 0.33 | 0.16 | 0.22 | 0.17 | 0.14 | 0.23 | 0.24 | 0.18 | 0.21 | 0.14 |
| RSquared | NA | 0.28 | 0.27 | 0.49 | 0.38 | 0.37 | 0.34 | 0.42 | 0.57 | 0.49 | 0.3 | 0.42 | 0.48 | 0.35 | 0.47 | 0.21 | 0.25 | 0.06 |
| Yield(%) | N/A | 4.7 | 6.7 | 5.5 | 5.4 | 5.1 | N/A | 6.3 | 6.0 | 5.4 | 5.1 | 5.6 | 5.4 | 4.9 | 5.0 | 5.3 | 5.6 | 5.3 |
| Dividend Growth(%) | N/A | -21.4 | 6.5 | 4.6 | 1.4 | N/A | N/A | -13.1 | 9.4 | 5.4 | -1.7 | -3.2 | 9.0 | 1.3 | -10.3 | -8.4 | 9.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/27/2013
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