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FDD: First Trust Stoxx European Select Dividend Index Fund (ETF)
Basic Info 19.19 0.49(2.49%) June 05
| Asset Class: | EUROPE STOCK |
| MyPlanIQ Rating: | (84%) |
| Start Date: | 08/31/2007 |
| Last Dividend Date: | 03/26/2026 |
| 12-Mo. Yield | 4.53% |
| Expenses | 0.59% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.2 | 10.0 | 30.6 | 25.6 | 10.8 | 9.8 | 6.7 | 2.3 | 62.5 | 0.3 | 14.2 | -16.1 | 16.1 | -3.9 | 23.7 | -9.0 | 19.1 | 2.0 | -2.8 | -1.9 | 17.1 | 9.4 | -8.9 | 1.8 | 31.5 | -60.5 | -0.8 |
| Sharpe Ratio | NA | 1.18 | 1.79 | 1.37 | 0.45 | 0.4 | NA | 0.05 | 3.4 | -0.24 | 0.64 | -0.68 | 1.21 | -0.1 | 2.11 | -0.78 | 1.99 | 0.09 | -0.17 | -0.13 | 1.23 | 0.48 | -0.27 | 0.06 | 0.61 | -1.15 | -0.21 |
| Draw Down(%) | NA | 9.4 | 9.4 | 13.1 | 35.1 | 41.4 | NA | 74.7 | 12.9 | 9.6 | 14.5 | 34.9 | 8.8 | 41.4 | 7.2 | 17.2 | 3.3 | 12.4 | 14.1 | 17.5 | 8.5 | 16.7 | 26.0 | 25.0 | 34.1 | 71.3 | 10.7 |
| Standard Deviation(%) | NA | 19.0 | 15.6 | 16.3 | 18.5 | 20.3 | NA | 26.4 | 17.6 | 14.0 | 16.7 | 25.9 | 13.2 | 41.1 | 10.5 | 13.3 | 9.3 | 20.0 | 17.0 | 14.3 | 13.8 | 19.6 | 33.2 | 30.8 | 51.7 | 53.3 | 24.4 |
| Treynor Ratio | NA | 0.25 | 0.31 | 0.23 | 0.08 | 0.08 | NA | 0.02 | 0.6 | -0.04 | 0.1 | -0.18 | 0.18 | -0.04 | 0.28 | -0.12 | 0.2 | 0.02 | -0.03 | -0.02 | 0.19 | 0.11 | -0.11 | 0.02 | 0.39 | -1.09 | -0.06 |
| Alpha | NA | 0.05 | 0.05 | 0.03 | 0.01 | 0.0 | NA | 0.0 | 0.07 | -0.01 | -0.02 | 0.0 | 0.01 | -0.03 | 0.02 | 0.02 | -0.02 | 0.01 | 0.0 | 0.02 | -0.01 | -0.03 | 0.01 | 0.0 | 0.06 | -0.2 | -0.05 |
| Beta | NA | 0.91 | 0.91 | 0.97 | 0.97 | 1.01 | NA | 0.84 | 1.0 | 0.94 | 1.06 | 0.97 | 0.88 | 1.15 | 0.79 | 0.84 | 0.92 | 0.94 | 0.92 | 0.91 | 0.88 | 0.85 | 0.84 | 0.84 | 0.8 | 0.56 | 0.9 |
| RSquared | NA | 0.85 | 0.81 | 0.81 | 0.84 | 0.84 | NA | 0.51 | 0.82 | 0.73 | 0.84 | 0.89 | 0.77 | 0.85 | 0.75 | 0.79 | 0.77 | 0.93 | 0.85 | 0.68 | 0.78 | 0.71 | 0.63 | 0.47 | 0.26 | 0.23 | 0.64 |
| Yield(%) | N/A | 0.3 | N/A | N/A | N/A | N/A | N/A | N/A | 6.2 | 7.2 | 7.1 | 4.8 | 3.8 | 3.6 | 5.6 | 4.4 | 3.2 | 4.6 | 4.1 | 4.1 | 4.1 | 5.2 | 4.8 | 3.9 | 4.5 | 4.0 | 0.8 |
| Dividend Growth(%) | N/A | -91.3 | N/A | N/A | N/A | N/A | N/A | N/A | -18.8 | 4.1 | 20.0 | 38.9 | -3.7 | -22.0 | 9.4 | 58.3 | -30.9 | 3.8 | -5.5 | 12.2 | -18.0 | -7.8 | 18.0 | 12.9 | -58.7 | 400.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/30/2007
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