NasdaqGM - Delayed Quote USD

First Trust Dorsey Wright Momentum & Value ETF (DVLU)

30.35 +0.12 (+0.39%)
At close: September 17 at 4:00 PM EDT

Performance Overview: DVLU

Trailing returns as of 9/13/2024. Category is Mid-Cap Value.

YTD Return

DVLU
15.30%
Category
11.64%

1-Year Return

DVLU
29.80%
Category
18.88%

3-Year Return

DVLU
9.64%
Category
6.92%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
DVLU
Category
YTD
18.93%
11.64%
1-Month
1.72%
1.13%
3-Month
5.69%
5.48%
1-Year
30.34%
18.88%
3-Year
9.90%
6.92%
5-Year
13.06%
11.64%
10-Year
0.00%
8.06%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
DVLU
Category
2023
18.83%
13.94%
2022
-9.74%
-8.02%
2021
41.64%
29.32%
2020
-6.71%
2.63%
2019
33.58%
25.18%

ETF Summary

Under normal conditions, the fund will invest at least 90% of its net assets (including investment borrowings) in the equity securities that comprise the index. The index is a rules-based equity index designed to track the overall performance of the 50 most undervalued stocks comprising the NASDAQ U.S. Large Mid Cap Index TM that exhibit high levels of "relative strength."

ETF Overview

Category Mid-Cap Value
Fund Family First Trust Advisors L.P.
Net Assets 32.28M
YTD Daily Total Return 15.30%
Yield 0.94%
Legal Type Exchange Traded Fund

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