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Shared by Andres Naranjo


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Symbol
Full Name
Category
Inception
Expense Ratio
YTD Return
10Y Return (Annualized)
Dividend Yield

Risk / Return Rank

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
iShares Focused Value Factor ETFMid Cap Value EquitiesMar 19, 20190.25%0.55%
Simplify Currency Strategy ETFLeveraged CurrencyFeb 3, 20250.81%
10.41%
6.60%
46
First Trust Asia Pacific ex-Japan AlphaDEX FundAsia Pacific EquitiesApr 18, 20110.80%
17.07%
8.14%
4.56%
92
FPA Global Equity ETFGlobal EquitiesDec 16, 20210.49%
-1.94%
1.54%
60
First Trust Preferred Securities & Income ETFPreferred Stock/Convertible Bonds, Actively ManagedFeb 12, 20130.85%
-0.72%
5.27%
5.92%
69
First Trust Institutional Preferred Securities & I...Preferred Stock/Convertible Bonds, Actively ManagedAug 22, 20170.85%
-0.43%
5.75%
76
Fidelity Preferred Securities & Income ETFPreferred Stock/Convertible BondsJun 15, 20210.59%
0.01%
5.07%
69
Fidelity Real Estate Investment ETFActively Managed, REITFeb 2, 20210.59%
5.31%
2.68%
16
First Trust US Equity Opportunities ETFLarge Cap Growth EquitiesApr 12, 20060.57%
-0.28%
13.15%
0.58%
77
First Trust US IPO Index UCITS ETFLarge Cap Growth EquitiesAug 14, 20150.65%
0.45%
0.00%
79
First Trust IPOX Europe Equity Opportunities ETFEurope EquitiesOct 4, 20180.70%
0.96%
1.14%
59
First Trust International Equity Opportunities ETFForeign Large Cap EquitiesNov 5, 20140.70%
5.89%
10.29%
0.75%
69
Fidelity Sustainable Research Enhanced Pacific ex-...Asia Pacific EquitiesDec 3, 20200.30%
5.09%
0.00%
69
Fidelity Quality Factor ETFLarge Cap Growth EquitiesSep 12, 20160.29%
-3.00%
1.24%
45
Franklin FTSE China UCITS ETFChina EquitiesJun 4, 20190.19%
-5.20%
0.00%
18
UBS ETF (LU) MSCI Japan Socially Responsible UCITS...Japan EquitiesJul 22, 20150.19%
1.94%
7.56%
1.12%
49
UBS ETF (LU) Bloomberg USD Emerging Markets Sovere...Emerging Markets BondsApr 29, 20160.28%
-1.69%
0.00%
70
Freedom 100 Emerging Markets ETFEmerging Markets DiversifiedMay 22, 20190.49%
7.99%
2.03%
93
Fidelity MSCI Real Estate Index ETFREITFeb 2, 20150.08%
2.78%
5.37%
3.50%
15
First Trust S&P REIT Index FundREITMay 8, 20070.50%
6.13%
5.14%
2.74%
23

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Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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