FXU

First Trust Utilities AlphaDEX Fund

FXU

First Trust Utilities AlphaDEX Fund

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First Trust Utilities AlphaDEX Fund

Name: First Trust Utilities AlphaDEX Fund（FXU） Performance
Creator: Stock Club
License: https://stock-club.net/en/rule

FXU

NASDAQ

$ -

Comprehensive analysis of historical returns, risk metrics, valuations, and growth rates.

trending_upPerformance Summary

Updated: 2026-03-18

YTD Return

12.22%

vs Jan 1

1Y Return

29.90%

Trailing 12M

3Y Return (Ann.)

19.93%

Annualized

5Y Return (Ann.)

14.39%

Annualized

Returns Comparison

12.2%

29.9%

19.9%

14.4%

10.2%

YTD1Y3YAnn.5YAnn.10YAnn.

Risk Profile

1Y Volatility12.10%

Sharpe Ratio (3Y)0.97

Beta (vs S&P 500)0.76

Beta below 1.0 suggests defensive characteristics compared to the broad market.

Valuation Metrics

P/E

17.65

20.02

PortfolioCategory Avg.

P/B

2.00

2.40

PortfolioCategory Avg.

P/S

2.33

2.95

PortfolioCategory Avg.

P/CF

6.84

8.97

PortfolioCategory Avg.

Growth Rates

Revenue

-1.5%

1.3%

PortfolioCategory Avg.

EPS

8.2%

9.7%

PortfolioCategory Avg.

Cash Flow

11.9%

8.1%

PortfolioCategory Avg.

Book Value

3.7%

5.0%

PortfolioCategory Avg.

First Trust Utilities AlphaDEX Fund - Performance | Stock Club