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

ETF | Health |

Last Closing

USD 111.47

Change

+0.83 (+0.75)%

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)

Compare
Relative Returns (From:    To: 2024-09-26 )

Largest Industry Peers for Health

Symbol Name Price(Change) Market Cap
XLV Health Care Select Sector SPDR..

+0.51 (+0.33%)

USD 42.10B
FHLC Fidelity® MSCI Health Care In..

+0.25 (+0.35%)

USD 3.01B
XHE SPDR® S&P Health Care Equipme..

+0.22 (+0.25%)

USD 0.23B
IDNA iShares Genomics Immunology an..

+0.24 (+0.98%)

USD 0.14B
SBIO ALPS Medical Breakthroughs ETF

+0.12 (+0.31%)

USD 0.12B
XHS SPDR® S&P Health Care Service..

+0.57 (+0.60%)

USD 0.08B
HTEC Robo Global® Healthcare Techn..

+0.52 (+1.80%)

USD 0.06B
BBP Virtus LifeSci Biotech Product..

+0.58 (+0.93%)

USD 0.02B
FTXH First Trust Nasdaq Pharmaceuti..

+0.04 (+0.13%)

USD 0.02B
BBC Virtus LifeSci Biotech Clinica..

+0.15 (+0.55%)

USD 0.01B

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 7.65% 36% F 47% F
Dividend Return 0.22% 24% F 3% F
Total Return 7.87% 32% F 40% F
Trailing 12 Months  
Capital Gain 14.05% 23% F 45% F
Dividend Return 0.37% 32% F 4% F
Total Return 14.42% 23% F 39% F
Trailing 5 Years  
Capital Gain 51.91% 55% F 70% C-
Dividend Return 0.95% 32% F 3% F
Total Return 52.86% 55% 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 82% B 61% 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:
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.