NYSEArca - Delayed Quote USD

First Trust Financials AlphaDEX Fund (FXO)

53.09 +0.12 (+0.23%)
At close: October 15 at 3:59 PM EDT

Performance Overview: FXO

Trailing returns as of 10/15/2024. Category is Financial.

YTD Return

FXO
24.47%
Category
17.57%

1-Year Return

FXO
46.53%
Category
38.34%

3-Year Return

FXO
7.09%
Category
5.26%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FXO
Category
YTD
19.91%
17.57%
1-Month
-0.06%
0.32%
3-Month
10.96%
10.76%
1-Year
38.36%
38.34%
3-Year
7.78%
5.26%
5-Year
12.97%
10.01%
10-Year
11.31%
9.27%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
FXO
Category
2023
9.26%
12.59%
2022
-9.25%
-13.83%
2021
37.72%
32.33%
2020
5.86%
-1.15%
2019
26.30%
28.39%
2018
-11.71%
-14.21%
2017
17.88%
16.72%
2016
18.34%
19.09%

2015
1.11%
-0.87%
2014
8.75%
4.90%
2013
40.61%
34.57%
2012
21.10%
24.77%
2011
-7.58%
-15.12%
2010
19.22%
11.13%
2009
33.61%
25.26%
2008
-39.14%
-43.91%

ETF Summary

The fund will invest at least 90% of its net assets (including investment borrowings) in the securities that comprise the index. The index is a modified equal-dollar weighted index to objectively identify and select stocks from the Russell 1000? Index in the financial services sector that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX? selection methodology.

ETF Overview

Category Financial
Fund Family First Trust Advisors L.P.
Net Assets 912.68M
YTD Daily Total Return 24.47%
Yield 2.14%
Legal Type Exchange Traded Fund

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