NasdaqGM - Delayed Quote USD

First Trust Dorsey Wright Momentum & Value ETF (DVLU)

31.89 +0.35 (+1.12%)
At close: 4:00 PM EDT

Performance Overview: DVLU

Trailing returns as of 10/15/2024. Category is Mid-Cap Value.

YTD Return

DVLU
22.16%
Category
13.06%

1-Year Return

DVLU
43.87%
Category
25.80%

3-Year Return

DVLU
10.34%
Category
8.50%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
DVLU
Category
YTD
19.41%
13.06%
1-Month
0.40%
1.24%
3-Month
9.99%
8.98%
1-Year
36.50%
25.80%
3-Year
11.18%
8.50%
5-Year
12.44%
10.97%
10-Year
0.00%
8.62%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
DVLU
Category
2023
18.83%
13.94%
2022
-9.74%
-8.02%
2021
41.64%
29.32%
2020
-6.71%
2.63%
2019
33.58%
25.18%

ETF Summary

Under normal conditions, the fund will invest at least 90% of its net assets (including investment borrowings) in the equity securities that comprise the index. The index is a rules-based equity index designed to track the overall performance of the 50 most undervalued stocks comprising the NASDAQ U.S. Large Mid Cap Index TM that exhibit high levels of "relative strength."

ETF Overview

Category Mid-Cap Value
Fund Family First Trust Advisors L.P.
Net Assets 32.36M
YTD Daily Total Return 22.16%
Yield 0.99%
Legal Type Exchange Traded Fund

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