It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
FDT: First Trust Developed Markets ex-US AlphaDEX Fund (ETF)
Basic Info 94.19 4.66(4.71%) June 05
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (26%) |
| Start Date: | 04/19/2011 |
| Last Dividend Date: | 03/26/2026 |
| 12-Mo. Yield | 4.29% |
| Expenses | 0.80% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/19/2011 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -6.5 | 19.0 | 45.8 | 27.8 | 11.4 | 10.3 | 6.9 | 6.9 | 52.2 | 7.0 | 15.0 | -19.5 | 11.4 | 4.3 | 16.8 | -20.0 | 33.2 | 3.0 | 0.3 | -6.5 | 18.6 | 15.8 | -20.8 |
| Sharpe Ratio | NA | 3.17 | 3.05 | 1.63 | 0.58 | 0.51 | NA | 0.34 | 2.94 | 0.22 | 0.76 | -0.89 | 0.77 | 0.12 | 1.22 | -1.32 | 3.79 | 0.16 | 0.01 | -0.51 | 1.32 | 0.89 | -0.92 |
| Draw Down(%) | NA | 13.4 | 13.4 | 14.3 | 33.2 | 46.1 | NA | 46.1 | 14.3 | 10.6 | 13.1 | 31.5 | 9.3 | 38.6 | 10.3 | 27.7 | 2.6 | 12.5 | 17.8 | 14.7 | 11.2 | 16.9 | 33.3 |
| Standard Deviation(%) | NA | 24.6 | 18.5 | 17.2 | 18.2 | 18.6 | NA | 18.5 | 16.9 | 15.3 | 15.0 | 23.5 | 14.8 | 32.3 | 12.6 | 16.3 | 8.6 | 17.1 | 15.8 | 12.8 | 14.0 | 17.9 | 30.7 |
| Treynor Ratio | NA | 0.6 | 0.47 | 0.25 | 0.1 | 0.09 | NA | 0.06 | 0.47 | 0.03 | 0.11 | -0.2 | 0.1 | 0.05 | 0.13 | -0.18 | 0.32 | 0.03 | 0.0 | -0.06 | 0.18 | 0.16 | -0.32 |
| Alpha | NA | 0.11 | 0.07 | 0.03 | 0.01 | 0.01 | NA | 0.0 | 0.05 | 0.01 | -0.01 | -0.03 | -0.01 | 0.0 | -0.03 | -0.02 | 0.02 | 0.0 | 0.01 | 0.0 | -0.01 | -0.01 | -0.05 |
| Beta | NA | 1.3 | 1.2 | 1.11 | 1.08 | 1.0 | NA | 0.98 | 1.05 | 1.07 | 1.07 | 1.03 | 1.09 | 0.81 | 1.14 | 1.16 | 1.03 | 0.94 | 0.96 | 1.03 | 1.03 | 1.0 | 0.88 |
| RSquared | NA | 0.85 | 0.83 | 0.83 | 0.86 | 0.74 | NA | 0.77 | 0.88 | 0.75 | 0.85 | 0.9 | 0.89 | 0.46 | 0.92 | 0.91 | 0.78 | 0.92 | 0.87 | 0.81 | 0.87 | 0.86 | 0.77 |
| Yield(%) | N/A | 0.4 | 4.2 | 4.7 | 3.2 | 3.3 | 2.7 | N/A | 4.8 | 4.0 | 4.7 | 1.8 | 4.0 | 2.4 | 3.2 | 1.7 | 0.9 | 1.8 | 1.8 | 1.6 | 2.2 | 2.2 | 1.1 |
| Dividend Growth(%) | N/A | -87.5 | 40.0 | 44.5 | 94.2 | N/A | N/A | N/A | 23.6 | -8.1 | 109.5 | -52.7 | 68.6 | -11.6 | 47.9 | 143.5 | -48.3 | -2.8 | 3.6 | -14.9 | 12.4 | 50.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/19/2011
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Foreign Large Blend Asset Class Trend Rankings |
Top Rated Funds in Foreign Large Blend
Best Mutual Funds
- OAKIX (OAKMARK INTERNATIONAL FUND INVESTOR CLASS) (100%)
- HAINX (HARBOR INTERNATIONAL FUND INSTITUTIONAL CLASS) (99%)
- DODFX (DODGE & COX INTERNATIONAL STOCK FUND DODGE & COX INTERNATIONAL STOCK FUND) (99%)
- PIPDX (PIMCO INTERNATIONAL STOCKSPLUS TR STRATEGY FUND (U.S. DOLLAR-HEDGED) D) (99%)
- FDIVX (FIDELITY DIVERSIFIED INTERNATIONAL FUND FIDELITY DIVERSIFIED INTERNATIONAL FUND) (98%)
- VTMGX (VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL SHARES) (98%)
- LLINX (LONGLEAF PARTNERS INTERNATIONAL FUND LONGLEAF PARTNERS INTERNATIONAL FUND) (96%)
- SGOIX (FIRST EAGLE OVERSEAS FUND CLASS I) (96%)
- EXOSX (OVERSEAS SERIES CLASS I) (96%)
- BISIX (BLACKROCK INTERNATIONAL DIVIDEND FUND INSTITUTIONAL) (96%)
Best ETFs
- EFA (iShares MSCI EAFE ETF) (100%)
- PID (Invesco International Dividend Achievers ETF) (99%)
- ACWX (iShares MSCI ACWI ex U.S. ETF) (98%)
- CWI (SPDR MSCI ACWI ex-US ETF) (97%)
- VEA (Vanguard FTSE Developed Markets ETF) (97%)
- VEU (Vanguard FTSE All-World ex-US Index Fund) (97%)
- SCHF (Schwab International Equity ETF) (33%)
- VXUS (Vanguard Total International Stock ETF) (29%)
- DBEF (Xtrackers MSCI EAFE Hedged Equity ETF) (27%)
- EFAV (iShares MSCI EAFE Min Vol Factor ETF) (27%)
