FXH:NYE-First Trust Health Care AlphaDEX® Fund (USD)

ETF | Health |

Last Closing

USD 112.5619

Change

0.00 (0.00)%

Market Cap

USD 1.29B

Volume

0.01M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

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 health care sector that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX® selection methodology.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-21 )

ETFs Containing FXH

N/A

Market Performance

  Market Performance vs. Industry/Classification (Health) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 8.70% 29% F 54% F
Dividend Return 0.10% 13% F 2% F
Total Return 8.81% 33% F 45% F
Trailing 12 Months  
Capital Gain 15.13% 14% F 52% F
Dividend Return 0.24% 22% F 3% F
Total Return 15.37% 10% F 44% F
Trailing 5 Years  
Capital Gain 48.46% 52% F 71% C-
Dividend Return 0.76% 33% F 2% F
Total Return 49.22% 52% F 65% D
Average Annual (5 Year Horizon)  
Capital Gain 6.59% 62% D 60% D-
Dividend Return 6.70% 48% F 53% F
Total Return 0.11% 32% F 3% F
Risk Return Profile  
Volatility (Standard Deviation) 17.13% 52% F 59% D-
Risk Adjusted Return 39.10% 57% F 57% F
Market Capitalization 1.29B 80% B- 60% D-

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.