NYSEArca - Nasdaq Real Time Price USD

First Trust Utilities AlphaDEX Fund (FXU)

40.32 +0.72 (+1.81%)
As of 2:15 PM EST. Market Open.

Performance Overview: FXU

Trailing returns as of 11/20/2024. Category is Utilities.

YTD Return

FXU
27.36%
Category
24.58%

1-Year Return

FXU
35.45%
Category
35.15%

3-Year Return

FXU
11.12%
Category
7.73%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FXU
Category
YTD
23.20%
24.58%
1-Month
-0.47%
-1.21%
3-Month
10.62%
9.06%
1-Year
37.43%
35.15%
3-Year
10.13%
7.73%
5-Year
8.18%
6.92%
10-Year
7.71%
7.97%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
FXU
Category
2023
-2.13%
-4.36%
2022
3.67%
-0.52%
2021
17.67%
15.52%
2020
1.47%
0.89%
2019
11.66%
22.87%
2018
5.44%
2.76%
2017
1.01%
11.83%
2016
22.60%
13.75%

2015
-6.50%
-9.86%
2014
25.49%
17.08%
2013
17.72%
18.37%
2012
3.47%
6.90%
2011
10.48%
10.58%
2010
10.40%
8.60%
2009
22.71%
17.82%
2008
-27.86%
-33.87%

ETF Summary

The fund will normally 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 utilities sector that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX® selection methodology.

ETF Overview

Category Utilities
Fund Family First Trust Advisors L.P.
Net Assets 336.85M
YTD Daily Total Return 27.36%
Yield 2.36%
Legal Type Exchange Traded Fund

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