NYSEArca - Delayed Quote USD
First Trust Utilities AlphaDEX Fund (FXU)
At close: 4:00 PM EST
After hours: 4:06 PM EST
ETF Summary
The fund will normally invest at least 90% of its net assets (including investment borrowings) in the securities that comprise the index. The index is a modified equal-dollar weighted index to objectively identify and select stocks from the Russell 1000? Index in the utilities sector that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX? selection methodology.
Risk Overview
Risk Overview Information Not Available
Performance & Risk
| YTD Return | 27.36% |
| 5y Average Return | 9.47% |
| Rank in Category (ytd) | -- |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.83 |
| Morningstar Risk Rating | -- |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FXU | Category Average | FXU | Category Average | FXU | Category Average | |
| Alpha | 5.06 | 2.75 | 0.12 | -0.83 | 2 | 2.45 |
| BETA | 0.83 | 0.77 | 0.71 | 0.68 | 0.58 | 0.56 |
| Mean Annual Return | 0.94 | 0.74 | 0.79 | 0.68 | 0.71 | 0.73 |
| R-squared | 55.49 | 51.52 | 49.08 | 46.06 | 36.23 | 33.89 |
| Standard Deviation | 18.04 | 17.57 | 17.68 | 17.62 | 14.38 | 14.47 |
| Sharpe Ratio | 0.41 | 0.29 | 0.39 | 0.33 | 0.47 | 0.48 |
| Treynor Ratio | 7.41 | 5.2 | 7.94 | 6.76 | 10.11 | 11.34 |
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