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FXH: First Trust Health Care AlphaDEX Fund (ETF)
Basic Info 116.62 0.05(0.04%) June 05
| Asset Class: | Health |
| MyPlanIQ Rating: | (90%) |
| Start Date: | 05/10/2007 |
| Last Dividend Date: | 03/26/2026 |
| 12-Mo. Yield | 0.95% |
| Expenses | 0.62% |
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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 | Since 05/10/2007 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.3 | 2.6 | 15.3 | 4.2 | 1.1 | 7.3 | 9.7 | 9.8 | 10.2 | 1.0 | -4.5 | -12.2 | 15.2 | 28.0 | 22.3 | -1.3 | 21.8 | -5.2 | 0.3 | 25.4 | 47.6 | 20.6 | 5.7 | 19.0 | 51.2 | -29.5 | 1.5 |
| Sharpe Ratio | NA | 0.05 | 0.72 | 0.08 | -0.12 | 0.3 | NA | 0.46 | 0.4 | -0.21 | -0.6 | -0.63 | 1.06 | 0.84 | 1.28 | -0.14 | 2.06 | -0.31 | 0.01 | 1.67 | 3.73 | 1.49 | 0.24 | 1.12 | 2.23 | -1.01 | -0.05 |
| Draw Down(%) | NA | 12.2 | 12.2 | 17.5 | 29.5 | 30.6 | NA | 43.7 | 16.4 | 8.9 | 21.1 | 22.2 | 10.0 | 30.6 | 8.9 | 24.6 | 6.9 | 17.7 | 19.5 | 10.6 | 4.2 | 8.2 | 22.1 | 13.3 | 20.4 | 42.3 | 6.1 |
| Standard Deviation(%) | NA | 16.4 | 15.6 | 15.3 | 16.5 | 18.5 | NA | 19.0 | 18.2 | 12.6 | 13.9 | 21.8 | 14.3 | 32.8 | 16.2 | 19.6 | 10.3 | 17.2 | 19.2 | 15.2 | 12.7 | 13.9 | 23.5 | 16.9 | 23.0 | 29.9 | 11.7 |
| Treynor Ratio | NA | 0.01 | 0.13 | 0.01 | -0.02 | 0.05 | NA | 0.09 | 0.08 | -0.03 | -0.08 | -0.13 | 0.14 | 0.24 | 0.19 | -0.02 | 0.25 | -0.06 | 0.0 | 0.23 | 0.43 | 0.17 | 0.05 | 0.15 | 0.48 | -0.4 | -0.01 |
| Alpha | NA | 0.03 | -0.02 | 0.0 | -0.02 | 0.0 | NA | 0.0 | -0.02 | 0.01 | -0.04 | -0.05 | 0.0 | 0.05 | -0.01 | 0.0 | 0.03 | 0.02 | -0.05 | -0.02 | 0.0 | 0.01 | -0.03 | 0.04 | 0.09 | -0.07 | 0.01 |
| Beta | NA | 0.92 | 0.87 | 0.9 | 0.96 | 1.03 | NA | 1.01 | 0.88 | 0.9 | 1.0 | 1.04 | 1.06 | 1.14 | 1.12 | 1.12 | 0.84 | 0.97 | 1.08 | 1.11 | 1.11 | 1.26 | 1.24 | 1.23 | 1.07 | 0.76 | 0.37 |
| RSquared | NA | 0.71 | 0.65 | 0.69 | 0.76 | 0.82 | NA | 0.77 | 0.68 | 0.69 | 0.72 | 0.91 | 0.69 | 0.93 | 0.86 | 0.82 | 0.66 | 0.82 | 0.91 | 0.9 | 0.84 | 0.8 | 0.92 | 0.87 | 0.74 | 0.55 | 0.14 |
| Yield(%) | N/A | 0.2 | 1.0 | 0.5 | 0.3 | 0.3 | 0.5 | N/A | 0.8 | 0.4 | 0.2 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.5 | 0.1 | 0.1 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -78.1 | 147.4 | 527.4 | N/A | N/A | N/A | N/A | 97.4 | 75.9 | 10.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -96.5 | 340.6 | 10.3 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/10/2007
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