Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AQACX (FIRST TRUST AQA EQUITY FUND CLASS C) | NA | -8.24% | 12.73% | 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 |
|---|---|---|
| AQACX (FIRST TRUST AQA EQUITY FUND CLASS C) | 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 (%) | -0.22 | -8.24 | 12.73 | NA | NA | NA | NA | … | … | 10.01 | -3.43 | 25.26 | 17.62 | -2.01 |
| Sharpe Ratio | NA | 0.07 | 0.74 | NA | NA | NA | NA | … | … | 1.23 | -0.14 | 2.16 | 1.05 | -0.93 |
| Standard Deviation(%) | NA | 33.17 | 22.29 | NA | NA | NA | NA | … | … | 16.22 | 33.52 | 11.48 | 16.45 | 15.08 |
| Draw Down(%) | NA | 24.89 | 24.89 | NA | NA | NA | NA | … | … | 11.23 | 24.89 | 5.32 | 11.26 | 5.91 |
| Yield(%) | 0.00 | 9.11 | 6.38 | 3.62 | 1.81 | 1.21 | 0.90 | … | … | 0.00 | 9.25 | 3.29 | 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 |
|---|---|---|---|---|
| AQACX (FIRST TRUST AQA EQUITY FUND CLASS C) |
7.88%
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 |
|---|---|---|---|---|
| AQACX (FIRST TRUST AQA EQUITY FUND CLASS C) |
14.47%
Feb 2016 – Feb 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart