Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FXH (First Trust Health Care AlphaDEX Fund) | 2.64% | 15.31% | 4.06% | 0.74% | 7.16% | 9.85% | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FXH (First Trust Health Care AlphaDEX Fund) | 05/10/2007 | 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 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.26 | 15.31 | 4.06 | 0.74 | 7.16 | 9.85 | NA | … | … | 2.64 | 10.16 | 0.96 | -4.54 | -12.24 | 15.20 | 28.00 | 22.26 | -1.33 | 21.82 | -5.21 | 0.27 | 25.42 | 47.61 | 20.61 | 5.68 | 19.01 | 51.22 | -29.50 | 1.50 |
| Sharpe Ratio | NA | 0.80 | 0.05 | -0.10 | 0.30 | NA | NA | … | … | 0.23 | 0.40 | -0.21 | -0.60 | -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 |
| Standard Deviation(%) | NA | 15.85 | 15.34 | 16.54 | 18.52 | NA | NA | … | … | 16.62 | 18.24 | 12.60 | 13.86 | 21.82 | 14.27 | 32.80 | 16.22 | 19.58 | 10.34 | 17.24 | 19.20 | 15.23 | 12.75 | 13.94 | 23.47 | 16.93 | 22.95 | 29.95 | 11.66 |
| Draw Down(%) | NA | 12.20 | 17.53 | 29.49 | 30.61 | NA | NA | … | … | 12.20 | 16.36 | 8.87 | 21.08 | 22.23 | 9.98 | 30.61 | 8.94 | 24.59 | 6.88 | 17.73 | 19.51 | 10.56 | 4.22 | 8.24 | 22.08 | 13.28 | 20.35 | 42.33 | 6.06 |
| Yield(%) | 0.00 | 0.95 | 0.53 | 0.34 | 0.33 | 0.48 | 0.54 | … | … | 0.16 | 0.82 | 0.41 | 0.23 | 0.18 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 0.52 | 0.12 | 0.13 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 05/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FXH (First Trust Health Care AlphaDEX Fund) |
-5.43%
Dec 2021 – Dec 2024 |
0.07%
Apr 2021 – Apr 2026 |
3.66%
Jul 2015 – Jul 2025 |
9.43%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FXH (First Trust Health Care AlphaDEX Fund) |
32.61%
Jul 2012 – Jul 2015 |
31.57%
Feb 2009 – Feb 2014 |
19.51%
Nov 2008 – Nov 2018 |
14.87%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart