Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AQAAX (FIRST TRUST AQA EQUITY FUND CLASS A) | NA | -7.36% | 13.66% | NA | NA | NA | NA | … | … |
Data as of 06/27/2019, Common starting date is 11/11/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AQAAX (FIRST TRUST AQA EQUITY FUND CLASS A) | 11/11/2015 | 06/27/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -7.36 | 13.66 | NA | NA | NA | NA | … | … | 10.64 | -2.95 | 26.20 | 18.60 | -2.11 |
| Sharpe Ratio | NA | 0.10 | 0.79 | NA | NA | NA | NA | … | … | 1.32 | -0.13 | 2.24 | 1.11 | -0.98 |
| Standard Deviation(%) | NA | 32.67 | 22.05 | NA | NA | NA | NA | … | … | 16.24 | 33.02 | 11.48 | 16.47 | 14.97 |
| Draw Down(%) | NA | 24.71 | 24.71 | NA | NA | NA | NA | … | … | 11.20 | 24.71 | 5.27 | 11.17 | 5.91 |
| Yield(%) | 0.00 | 8.94 | 6.36 | 3.61 | 1.81 | 1.20 | 0.90 | … | … | 0.00 | 9.10 | 3.27 | 1.39 | 0.00 |
Data as of 06/27/2019, Common starting date is 11/11/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AQAAX (FIRST TRUST AQA EQUITY FUND CLASS A) |
8.71%
Dec 2015 – Dec 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AQAAX (FIRST TRUST AQA EQUITY FUND CLASS A) |
15.34%
Feb 2016 – Feb 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart