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FYC: First Trust Small Cap Growth AlphaDEX Fund (ETF)
Basic Info 113.17 4.37(3.72%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (23%) |
| Start Date: | 04/20/2011 |
| Last Dividend Date: | 09/25/2025 |
| 12-Mo. Yield | 0.10% |
| Expenses | 0.71% |
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Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/20/2011 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.6 | 17.7 | 50.4 | 25.3 | 9.9 | 14.1 | 12.5 | 12.3 | 26.7 | 24.0 | 14.5 | -25.9 | 21.6 | 32.3 | 16.8 | -5.5 | 23.0 | 13.8 | 1.2 | -1.1 | 43.5 | 11.6 | -6.3 |
| Sharpe Ratio | NA | 2.55 | 2.55 | 1.12 | 0.35 | 0.52 | NA | 0.49 | 1.0 | 0.98 | 0.57 | -0.9 | 0.86 | 0.73 | 0.94 | -0.33 | 1.64 | 0.76 | 0.07 | -0.06 | 2.65 | 0.71 | -0.26 |
| Draw Down(%) | NA | 10.5 | 10.5 | 27.8 | 35.4 | 47.8 | NA | 47.8 | 24.3 | 9.1 | 19.3 | 30.6 | 13.5 | 43.3 | 10.3 | 29.7 | 6.1 | 14.2 | 12.1 | 14.9 | 6.3 | 11.4 | 27.9 |
| Standard Deviation(%) | NA | 22.2 | 21.0 | 21.9 | 23.6 | 24.7 | NA | 23.3 | 24.4 | 20.9 | 19.3 | 30.3 | 25.1 | 43.5 | 16.2 | 21.3 | 13.6 | 17.8 | 17.2 | 17.8 | 16.4 | 16.5 | 33.7 |
| Treynor Ratio | NA | 0.6 | 0.53 | 0.25 | 0.09 | 0.13 | NA | 0.12 | 0.25 | 0.19 | 0.12 | -0.3 | 0.19 | 0.3 | 0.15 | -0.06 | 0.18 | 0.14 | 0.01 | -0.01 | 0.43 | 0.16 | -0.12 |
| Alpha | NA | 0.04 | 0.06 | 0.03 | 0.02 | 0.01 | NA | 0.01 | 0.06 | 0.02 | -0.02 | 0.0 | 0.06 | -0.01 | -0.05 | 0.0 | -0.01 | 0.01 | 0.02 | -0.02 | 0.02 | 0.0 | 0.02 |
| Beta | NA | 0.94 | 1.0 | 0.99 | 0.96 | 1.01 | NA | 0.96 | 0.96 | 1.07 | 0.95 | 0.9 | 1.12 | 1.06 | 0.99 | 1.07 | 1.22 | 0.95 | 1.01 | 1.05 | 1.0 | 0.73 | 0.74 |
| RSquared | NA | 0.87 | 0.86 | 0.9 | 0.91 | 0.89 | NA | 0.84 | 0.9 | 0.91 | 0.92 | 0.96 | 0.86 | 0.87 | 0.92 | 0.94 | 0.84 | 0.88 | 0.88 | 0.87 | 0.77 | 0.57 | 0.66 |
| Yield(%) | N/A | 0.0 | 0.1 | 0.5 | 0.4 | 0.6 | 0.7 | N/A | 0.1 | 0.9 | 0.7 | 0.0 | 0.8 | 0.2 | 0.5 | 0.1 | 0.1 | 0.4 | 0.2 | 0.0 | 0.0 | 0.5 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -86.1 | 56.0 | 233.4 | N/A | N/A | N/A | -86.1 | 54.1 | 18100.0 | -99.6 | 545.2 | -60.1 | 385.4 | -16.2 | -58.3 | 63.6 | 725.0 | 33.3 | -93.9 | 9800.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/20/2011
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