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NasdaqGM - Nasdaq Real Time Price USD

First Trust Bloomberg Shareholder Yield ETF (SHRY)

40.71
+0.15
+(0.37%)
At close: April 1 at 4:00:00 PM EDT

ETF Summary

The fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in the securities that comprise the index. The index is designed to track the performance of the securities of U.S.large- and mid-cap companies.

Risk Overview

Performance & Risk

YTD Return 2.33%
5y Average Return 18.34%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating --

Risk Statistics

3 Years 5 Years 10 Years
SHRYCategory AverageSHRYCategory AverageSHRYCategory Average
Alpha -2.35 -2.34 -1.97 -2.02 0 -2.74
BETA 1.03 0.86 1.03 0.92 0 0.94
Mean Annual Return 0.93 0.81 1.31 1.17 0 0.83
R-squared 88.81 78.56 91.36 80.71 0 82.86
Standard Deviation 18.52 16.47 19.17 18.07 0 15.68
Sharpe Ratio 0.37 0.32 0.68 0.62 0 0.51
Treynor Ratio 5.31 4.12 11.74 11.07 0 7.44

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