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FPX: First Trust US Equity Opportunities ETF (ETF)
Basic Info 184.98 7.98(4.14%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 04/13/2006 |
| Last Dividend Date: | 03/26/2026 |
| 12-Mo. Yield | 0.70% |
| Expenses | 0.61% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/13/2006 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.9 | 13.1 | 34.3 | 30.4 | 9.2 | 14.2 | 14.9 | 12.8 | 12.4 | 37.6 | 24.8 | 22.3 | -35.1 | 3.7 | 47.9 | 30.4 | -8.3 | 26.8 | 6.7 | 2.3 | 11.7 | 47.8 | 30.5 | 3.0 | 18.1 | 44.6 | -43.8 | 14.8 | 10.4 |
| Sharpe Ratio | NA | 2.06 | 1.82 | 1.19 | 0.3 | 0.54 | NA | NA | 0.5 | 1.09 | 0.95 | 0.88 | -1.14 | 0.15 | 1.31 | 2.0 | -0.5 | 2.92 | 0.39 | 0.13 | 0.75 | 3.25 | 2.05 | 0.13 | 0.99 | 1.69 | -1.08 | 0.67 | 0.75 |
| Draw Down(%) | NA | 10.3 | 12.3 | 30.9 | 43.1 | 43.1 | NA | NA | 56.3 | 30.9 | 13.4 | 20.0 | 36.4 | 18.7 | 37.0 | 9.3 | 23.6 | 3.3 | 16.4 | 16.2 | 10.8 | 6.7 | 12.0 | 22.6 | 15.7 | 23.7 | 55.7 | 14.4 | 12.8 |
| Standard Deviation(%) | NA | 24.5 | 23.2 | 26.1 | 26.5 | 24.4 | NA | NA | 23.2 | 32.0 | 22.2 | 21.4 | 32.1 | 24.6 | 36.2 | 14.5 | 19.4 | 9.0 | 16.6 | 16.7 | 15.6 | 14.7 | 15.0 | 23.5 | 18.2 | 26.3 | 41.2 | 17.5 | 15.1 |
| Treynor Ratio | NA | 0.54 | 0.39 | 0.29 | 0.08 | 0.14 | NA | NA | 0.13 | 0.3 | 0.22 | 0.2 | -0.44 | 0.03 | 0.49 | 0.45 | -0.11 | 0.29 | 0.06 | 0.02 | 0.11 | 0.44 | 0.36 | 0.04 | 0.23 | 0.61 | -0.48 | 0.12 | 0.11 |
| Alpha | NA | 0.14 | 0.08 | 0.03 | 0.01 | 0.0 | NA | NA | 0.01 | 0.07 | -0.01 | -0.06 | -0.01 | -0.03 | -0.02 | 0.01 | -0.04 | 0.0 | 0.03 | -0.02 | -0.01 | 0.03 | 0.05 | 0.01 | 0.03 | 0.06 | -0.05 | 0.02 | 0.05 |
| Beta | NA | 0.93 | 1.09 | 1.07 | 0.95 | 0.93 | NA | NA | 0.91 | 1.17 | 0.96 | 0.96 | 0.83 | 1.07 | 0.96 | 0.65 | 0.89 | 0.91 | 1.06 | 0.97 | 1.07 | 1.08 | 0.85 | 0.78 | 0.79 | 0.73 | 0.92 | 0.96 | 1.01 |
| RSquared | NA | 0.51 | 0.6 | 0.73 | 0.79 | 0.82 | NA | NA | 0.77 | 0.83 | 0.69 | 0.71 | 0.92 | 0.87 | 0.92 | 0.66 | 0.91 | 0.75 | 0.89 | 0.88 | 0.87 | 0.79 | 0.69 | 0.78 | 0.7 | 0.46 | 0.7 | 0.82 | 0.78 |
| Yield(%) | N/A | 0.0 | 0.7 | 0.5 | 0.4 | 0.9 | 1.6 | 1.8 | N/A | 0.7 | 0.1 | 0.3 | 0.7 | 0.1 | 0.4 | 0.9 | 0.8 | 0.7 | 0.8 | 0.6 | 0.9 | 0.7 | 1.4 | 1.1 | 1.1 | 2.2 | 0.6 | 0.3 | 0.0 |
| Dividend Growth(%) | N/A | -91.0 | 770.4 | -11.8 | 3.1 | 84.5 | N/A | N/A | N/A | 675.9 | -57.4 | -69.0 | 401.8 | -49.4 | -37.9 | -1.2 | 53.3 | -14.7 | 31.6 | -20.8 | 72.0 | -32.9 | 36.2 | 13.9 | -31.0 | 109.7 | 136.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/13/2006
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