FEX

First Trust Large Cap Core AlphaDEX Fund

FEX

First Trust Large Cap Core AlphaDEX Fund

First Trust Large Cap Core AlphaDEX Fund

Name: First Trust Large Cap Core AlphaDEX Fund（FEX） パフォーマンス
Creator: Stock Club
License: https://stock-club.net/ja/rule

FEX

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

trending_upPerformance Summary

Updated: 2026-03-18

YTD Return

2.26%

vs Jan 1

1Y Return

23.62%

Trailing 12M

3Y Return (Ann.)

17.67%

Annualized

5Y Return (Ann.)

10.01%

Annualized

Returns Comparison

2.3%

23.6%

17.7%

10.0%

12.1%

YTD1Y3YAnn.5YAnn.10YAnn.

Risk Profile

1Y Volatility9.23%

Sharpe Ratio (3Y)0.89

Beta (vs S&P 500)1.02

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

Valuation Metrics

P/E

17.60

21.14

PortfolioCategory Avg.

P/B

2.66

4.58

PortfolioCategory Avg.

P/S

1.79

2.86

PortfolioCategory Avg.

P/CF

10.02

14.32

PortfolioCategory Avg.

Growth Rates

Revenue

6.1%

8.7%

PortfolioCategory Avg.

EPS

0.5%

13.7%

PortfolioCategory Avg.

Cash Flow

6.4%

13.2%

PortfolioCategory Avg.

Book Value

7.7%

9.8%

PortfolioCategory Avg.

First Trust Large Cap Core AlphaDEX Fund - パフォーマンス | Stock Club