Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPA (First Trust Asia Pacific ex-Japan AlphaDEX Fund) | 37.51% | 61.66% | 28.66% | 10.92% | 9.84% | 6.68% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/20/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPA (First Trust Asia Pacific ex-Japan AlphaDEX Fund) | 04/20/2011 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.53 | 61.66 | 28.66 | 10.92 | 9.84 | 6.68 | NA | … | … | 37.51 | 43.18 | 3.94 | 9.96 | -14.56 | 2.99 | 13.44 | 8.90 | -21.90 | 33.36 | 0.83 | 0.12 | 2.77 | 3.66 | 24.72 | -24.40 |
| Sharpe Ratio | NA | 3.24 | 1.37 | 0.46 | 0.43 | NA | NA | … | … | 5.54 | 1.79 | 0.02 | 0.29 | -0.55 | 0.17 | 0.37 | 0.48 | -1.33 | 2.68 | 0.04 | 0.00 | 0.19 | 0.22 | 1.46 | -0.78 |
| Standard Deviation(%) | NA | 25.24 | 23.20 | 23.83 | 22.48 | NA | NA | … | … | 33.16 | 22.59 | 20.00 | 22.01 | 29.37 | 17.04 | 35.16 | 15.50 | 17.50 | 12.27 | 17.63 | 18.71 | 14.17 | 16.38 | 17.06 | 42.26 |
| Draw Down(%) | NA | 15.38 | 20.66 | 35.37 | 52.90 | NA | NA | … | … | 15.38 | 14.01 | 10.47 | 20.66 | 27.85 | 16.64 | 42.11 | 16.09 | 28.62 | 4.40 | 10.42 | 23.89 | 13.25 | 17.18 | 16.81 | 37.78 |
| Yield(%) | 0.00 | 5.96 | 4.61 | 3.44 | 3.62 | 2.92 | 2.15 | … | … | 1.10 | 6.36 | 3.48 | 3.32 | 3.46 | 4.94 | 1.77 | 4.07 | 2.12 | 1.75 | 1.89 | 1.72 | 4.17 | 2.36 | 1.94 | 1.60 |
Data as of 06/05/2026, Common starting date is 04/20/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPA (First Trust Asia Pacific ex-Japan AlphaDEX Fund) |
-11.85%
Mar 2017 – Mar 2020 |
-6.60%
Mar 2015 – Mar 2020 |
0.95%
Oct 2013 – Oct 2023 |
7.38%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPA (First Trust Asia Pacific ex-Japan AlphaDEX Fund) |
35.52%
May 2023 – May 2026 |
13.54%
May 2021 – May 2026 |
11.35%
May 2016 – May 2026 |
7.38%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart