First Trust Energy AlphaDEX Fund (FXN)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 9.02% | -0.22% | 9.24% |
Year-to-Date | 10.84% | 1.62% | 9.22% |
1 Year | 0.00% | 0.00% | 0.00% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
66%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 66% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.70%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$893
Real cost (fees + lost compounding)
$1,105
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
66%
Return in excess of styles
(over past year)
-20.22%