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Inception Date
Apr 9, 2013
Leveraged
1x (No leverage)
Index Tracked
First Trust Emerging Markets AlphaDEX UCITS ETF Class A Accumulation
Distribution Policy
Accumulating
Asset Class
Equity

Share Price Chart


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Performance

FEMU.L Performance Chart

First Trust Emerging Markets AlphaDEX UCITS ETF Class A Accumulation (FEMU.L) is up 15.8% since the beginning of the year. FEMU.L is currently trading at $49 per share. Investors who bought $1,000 worth of FEMU.L shares 5 years ago would now be looking at an investment worth $1,410.


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S&P 500 Index

Returns By Period

First Trust Emerging Markets AlphaDEX UCITS ETF Class A Accumulation (FEMU.L) has returned 15.81% so far this year and 31.69% over the past 12 months. Over the last ten years, FEMU.L has returned 8.14% per year, falling short of the S&P 500 Index benchmark, which averaged 13.36% annually.


First Trust Emerging Markets AlphaDEX UCITS ETF Class A Accumulation

1D
0.66%
1M
-3.00%
6M
10.14%
YTD
15.81%
1Y
31.69%
3Y*
16.05%
5Y*
7.12%
10Y*
8.14%

Benchmark (S&P 500 Index)

1D
0.38%
1M
0.24%
6M
9.32%
YTD
10.62%
1Y
21.28%
3Y*
18.90%
5Y*
11.84%
10Y*
13.36%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FEMU.L Monthly Returns History

Based on dividend-adjusted daily data since Apr 9, 2013, FEMU.L's average daily return is +0.03%, while the average monthly return is +0.56%. At this rate, an investment would double in approximately 10.3 years.

Historically, 52% of months were positive and 48% were negative. The best month was Nov 2022 with a return of +14.0%, while the worst month was Mar 2020 at -21.1%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 5 months.

On a daily basis, FEMU.L closed higher 50% of trading days. The best single day was Jul 14, 2016 with a return of +11.4%, while the worst single day was Mar 12, 2020 at -14.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20267.31%6.09%-6.20%11.67%-0.93%-1.98%-0.00%15.81%
20250.45%0.18%2.54%-1.46%4.26%5.48%1.02%6.85%2.77%-0.41%0.54%2.71%27.57%
20241.28%2.68%-0.81%3.32%3.13%-0.85%-0.94%-1.90%4.80%-6.82%0.27%-0.18%3.49%
20234.13%-3.94%-0.05%1.97%-6.48%6.44%9.70%-5.55%-1.53%-6.16%6.81%6.12%10.14%
2022-2.13%0.60%-1.37%-4.40%0.03%-11.00%0.29%0.25%-8.88%-0.92%14.01%0.76%-13.81%
2021-0.51%2.61%1.72%4.66%1.78%0.34%-2.55%3.57%-1.10%-3.86%-5.01%5.80%7.06%

Benchmark Metrics

First Trust Emerging Markets AlphaDEX UCITS ETF Class A Accumulation has an annualized alpha of -0.18%, beta of 0.55, and R2 of 0.21 versus S&P 500 Index. Calculated based on daily prices since April 09, 2013.

  • This ETF participated in 97.35% of S&P 500 Index downside but only 69.45% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.55 may look defensive, but with R2 of 0.21 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.21 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
-0.18%
Beta
0.55
0.21
Upside Capture
69.45%
Downside Capture
97.35%

Return for Risk

Risk / Return Rank

FEMU.L ranks 66 for risk / return — better than 66% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


FEMU.L Risk / Return Rank: 6666
Overall Rank
FEMU.L Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
FEMU.L Sortino Ratio Rank: 5858
Sortino Ratio Rank
FEMU.L Omega Ratio Rank: 5555
Omega Ratio Rank
FEMU.L Calmar Ratio Rank: 8989
Calmar Ratio Rank
FEMU.L Martin Ratio Rank: 7171
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for First Trust Emerging Markets AlphaDEX UCITS ETF Class A Accumulation (FEMU.L) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


FEMU.LBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.10

Sortino ratioReturn per unit of downside risk

-0.11

Omega ratioGain probability vs. loss probability

1.28

1.31

-0.03

Calmar ratioReturn relative to maximum drawdown

4.13

2.35

+1.78

Martin ratioReturn relative to average drawdown

10.36

10.19

+0.17

Dividends

Dividend History


First Trust Emerging Markets AlphaDEX UCITS ETF Class A Accumulation doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the First Trust Emerging Markets AlphaDEX UCITS ETF Class A Accumulation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the First Trust Emerging Markets AlphaDEX UCITS ETF Class A Accumulation was 45.58%, occurring on Mar 19, 2020. Recovery took 285 trading sessions.

The current First Trust Emerging Markets AlphaDEX UCITS ETF Class A Accumulation drawdown is 4.88%.


Drawdown

Fall

Recovery

Underwater

Related event

-45.58%Mar 2020
2y 1mo1y 1mo
3y 3moJan 2018 - May 2021
COVID crash2020
-36.96%Jan 2016
1y 4mo1y 5mo
2y 10moSep 2014 - Jul 2017
-31.08%Sep 2022
1y 15d2y 8mo
3y 9moSep 2021 - Jun 2025
Bear market2022
-16.46%Jun 2013
1mo 16d1y 22d
1y 2moMay 2013 - Jul 2014
-8.28%Aug 2021
2mo 18d14d
3mo 2dJun 2021 - Sep 2021

Drawdown Indicators


FEMU.LBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-45.58%

-56.78%

+11.20%

Max Drawdown (1Y)

Largest decline over 1 year

-7.64%

-9.10%

+1.46%

Max Drawdown (3Y)

Largest decline over 3 years

-17.61%

-18.90%

+1.29%

Max Drawdown (5Y)

Largest decline over 5 years

-31.08%

-25.43%

-5.65%

Max Drawdown (10Y)

Largest decline over 10 years

-45.58%

-33.92%

-11.66%

Current Drawdown

Current decline from peak

-4.88%

-0.49%

-4.39%

Average Drawdown

Average peak-to-trough decline

-12.39%

-10.70%

-1.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.05%

2.09%

+0.96%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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