Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNY (First Trust Mid Cap Growth AlphaDEX Fund) | 15.54% | 31.55% | 20.44% | 8.54% | 13.70% | 12.04% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/20/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNY (First Trust Mid Cap Growth AlphaDEX Fund) | 04/20/2011 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.47 | 31.55 | 20.44 | 8.54 | 13.70 | 12.04 | NA | … | … | 15.54 | 13.99 | 18.09 | 21.13 | -23.80 | 13.46 | 36.98 | 32.54 | -7.53 | 25.12 | 9.40 | -1.44 | 4.93 | 36.62 | 11.07 | -8.53 |
| Sharpe Ratio | NA | 1.51 | 0.85 | 0.28 | 0.54 | NA | NA | … | … | 1.69 | 0.60 | 0.79 | 0.97 | -0.87 | 0.61 | 1.01 | 1.89 | -0.42 | 2.19 | 0.61 | -0.09 | 0.33 | 2.46 | 0.69 | -0.41 |
| Standard Deviation(%) | NA | 19.89 | 20.74 | 22.35 | 22.40 | NA | NA | … | … | 22.30 | 24.00 | 18.24 | 18.15 | 29.17 | 22.06 | 36.04 | 16.42 | 21.18 | 11.20 | 15.01 | 15.76 | 14.76 | 14.87 | 16.17 | 29.04 |
| Draw Down(%) | NA | 12.01 | 24.97 | 33.94 | 38.91 | NA | NA | … | … | 12.01 | 23.05 | 9.23 | 17.35 | 29.09 | 13.88 | 38.91 | 7.92 | 29.03 | 4.93 | 12.27 | 12.63 | 12.86 | 8.54 | 12.36 | 25.68 |
| Yield(%) | 0.00 | 0.04 | 0.31 | 0.22 | 0.44 | 0.63 | 0.46 | … | … | 0.00 | 0.04 | 0.66 | 0.30 | 0.18 | 0.00 | 0.34 | 0.37 | 0.05 | 0.26 | 0.56 | 0.46 | 0.23 | 0.47 | 1.43 | 0.02 |
Data as of 06/04/2026, Common starting date is 04/20/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNY (First Trust Mid Cap Growth AlphaDEX Fund) |
-0.62%
Jun 2021 – Jun 2024 |
3.75%
Mar 2015 – Mar 2020 |
8.09%
Oct 2013 – Oct 2023 |
11.79%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNY (First Trust Mid Cap Growth AlphaDEX Fund) |
27.24%
Dec 2018 – Dec 2021 |
21.34%
Oct 2016 – Oct 2021 |
16.00%
Sep 2011 – Sep 2021 |
11.79%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart