Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSZ (First Trust Switzerland AlphaDEX® Fund) | 3.31% | 9.31% | 12.89% | 6.22% | 10.12% | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 02/16/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSZ (First Trust Switzerland AlphaDEX® Fund) | 02/16/2012 | 06/12/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.82 | 9.31 | 12.89 | 6.22 | 10.12 | NA | NA | … | … | 3.31 | 30.10 | -1.86 | 21.31 | -19.51 | 20.54 | 13.82 | 25.91 | -15.21 | 31.30 | 3.78 | 6.52 | -6.11 | 30.07 | 8.99 |
| Sharpe Ratio | NA | 0.42 | 0.59 | 0.18 | 0.41 | NA | NA | … | … | 0.06 | 1.73 | -0.40 | 1.14 | -0.67 | 1.42 | 0.43 | 2.02 | -1.12 | 3.21 | 0.20 | 0.43 | -0.46 | 2.14 | 0.52 |
| Standard Deviation(%) | NA | 14.33 | 14.95 | 19.36 | 19.08 | NA | NA | … | … | 16.37 | 15.82 | 13.71 | 15.66 | 31.22 | 14.40 | 31.68 | 12.11 | 14.84 | 9.59 | 17.57 | 15.22 | 13.38 | 14.02 | 19.96 |
| Draw Down(%) | NA | 10.39 | 13.93 | 33.45 | 33.97 | NA | NA | … | … | 10.39 | 12.68 | 12.20 | 13.81 | 33.34 | 7.63 | 33.97 | 10.09 | 24.00 | 2.92 | 12.34 | 15.07 | 18.31 | 7.67 | 17.35 |
| Yield(%) | 0.00 | 2.52 | 2.40 | 2.37 | 3.25 | 3.39 | 2.54 | … | … | 0.68 | 2.29 | 1.76 | 2.49 | 3.29 | 2.23 | 1.69 | 2.49 | 1.89 | 1.92 | 2.00 | 1.14 | 1.78 | 2.39 | 2.56 |
Data as of 06/12/2026, Common starting date is 02/16/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSZ (First Trust Switzerland AlphaDEX® Fund) |
-1.41%
Dec 2021 – Dec 2024 |
0.35%
Sep 2017 – Sep 2022 |
5.28%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSZ (First Trust Switzerland AlphaDEX® Fund) |
20.75%
Sep 2022 – Sep 2025 |
15.22%
May 2012 – May 2017 |
11.11%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart