Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FYT (First Trust Small Cap Value AlphaDEX Fund) | 20.91% | 37.11% | 15.70% | 6.75% | 10.63% | 10.04% | NA | … | … |
Data as of 06/11/2026, Common starting date is 04/20/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FYT (First Trust Small Cap Value AlphaDEX Fund) | 04/20/2011 | 06/11/2026 |
| 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 (%) | 3.00 | 37.11 | 15.70 | 6.75 | 10.63 | 10.04 | NA | … | … | 20.91 | 4.00 | 3.24 | 22.90 | -14.03 | 29.32 | 9.80 | 25.79 | -14.73 | 6.63 | 30.18 | -17.11 | 4.13 | 43.35 | 17.16 | -4.08 |
| Sharpe Ratio | NA | 1.83 | 0.61 | 0.15 | 0.32 | NA | NA | … | … | 2.45 | 0.05 | -0.02 | 0.86 | -0.59 | 1.40 | 0.18 | 1.23 | -0.95 | 0.46 | 1.45 | -0.97 | 0.27 | 2.95 | 0.84 | -0.18 |
| Standard Deviation(%) | NA | 18.83 | 21.58 | 22.52 | 26.01 | NA | NA | … | … | 16.96 | 24.09 | 20.90 | 22.56 | 26.19 | 20.92 | 54.35 | 19.78 | 16.99 | 13.18 | 20.63 | 17.75 | 15.01 | 14.66 | 20.48 | 31.40 |
| Draw Down(%) | NA | 8.33 | 28.90 | 28.90 | 50.48 | NA | NA | … | … | 7.48 | 24.55 | 10.74 | 20.87 | 24.95 | 10.87 | 49.39 | 15.84 | 25.24 | 9.28 | 14.54 | 23.41 | 13.93 | 6.73 | 17.70 | 22.93 |
| Yield(%) | 0.00 | 1.45 | 1.84 | 1.44 | 2.12 | 2.44 | 1.75 | … | … | 0.35 | 0.97 | 2.10 | 1.81 | 1.14 | 1.54 | 1.05 | 1.75 | 1.47 | 0.72 | 1.52 | 0.79 | 0.89 | 0.59 | 1.26 | 0.37 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| FYT (First Trust Small Cap Value AlphaDEX Fund) |
-12.44%
Mar 2017 – Mar 2020 |
-6.91%
Mar 2015 – Mar 2020 |
4.62%
Apr 2015 – Apr 2025 |
9.40%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FYT (First Trust Small Cap Value AlphaDEX Fund) |
29.22%
Mar 2020 – Mar 2023 |
19.44%
Mar 2020 – Mar 2025 |
12.65%
Sep 2011 – Sep 2021 |
9.40%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart