Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FYC (First Trust Small Cap Growth AlphaDEX Fund) | 22.28% | 56.62% | 27.27% | 10.89% | 14.42% | 12.77% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/20/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FYC (First Trust Small 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 (%) | 0.03 | 56.62 | 27.27 | 10.89 | 14.42 | 12.77 | NA | … | … | 22.28 | 26.74 | 23.99 | 14.53 | -25.86 | 21.64 | 32.35 | 16.79 | -5.54 | 22.97 | 13.82 | 1.21 | -1.12 | 43.46 | 11.58 | -6.30 |
| Sharpe Ratio | NA | 2.55 | 1.12 | 0.35 | 0.52 | NA | NA | … | … | 2.55 | 1.00 | 0.98 | 0.57 | -0.90 | 0.86 | 0.73 | 0.94 | -0.33 | 1.64 | 0.76 | 0.07 | -0.06 | 2.65 | 0.71 | -0.26 |
| Standard Deviation(%) | NA | 20.99 | 21.91 | 23.62 | 24.71 | NA | NA | … | … | 22.18 | 24.44 | 20.87 | 19.28 | 30.31 | 25.15 | 43.49 | 16.23 | 21.28 | 13.65 | 17.84 | 17.19 | 17.76 | 16.38 | 16.47 | 33.73 |
| Draw Down(%) | NA | 10.48 | 27.79 | 35.37 | 47.85 | NA | NA | … | … | 10.48 | 24.28 | 9.10 | 19.27 | 30.57 | 13.53 | 43.27 | 10.29 | 29.72 | 6.05 | 14.16 | 12.06 | 14.89 | 6.29 | 11.35 | 27.86 |
| Yield(%) | 0.00 | 0.10 | 0.54 | 0.41 | 0.61 | 0.70 | 0.51 | … | … | 0.00 | 0.10 | 0.90 | 0.67 | 0.00 | 0.77 | 0.16 | 0.46 | 0.09 | 0.13 | 0.37 | 0.22 | 0.03 | 0.03 | 0.52 | 0.00 |
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 |
|---|---|---|---|---|
| FYC (First Trust Small Cap Growth AlphaDEX Fund) |
-3.44%
Mar 2017 – Mar 2020 |
0.88%
Mar 2015 – Mar 2020 |
6.56%
Oct 2013 – Oct 2023 |
12.45%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FYC (First Trust Small Cap Growth AlphaDEX Fund) |
28.17%
May 2023 – May 2026 |
20.39%
Feb 2016 – Feb 2021 |
15.93%
Sep 2011 – Sep 2021 |
12.45%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart