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First Trust IPOX Europe Equity Opportunities ETF (FPXE)

ETF · Currency in USD
ISIN
US33734X7883
CUSIP
33734X788
Issuer
First Trust
Inception Date
Oct 4, 2018
Region
Developed Markets (Broad)
Category
Europe Equities
Expense Ratio
0.70%
Index Tracked
IPOX 100 Europe Index
ETF Home Page
www.ftportfolios.com
Asset Class
Equity

Asset Class Size

Multi-Cap

Asset Class Style

Blend

FPXEPrice Chart


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FPXEPerformance

The chart shows the growth of $10,000 invested in First Trust IPOX Europe Equity Opportunities ETF on Oct 8, 2018 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $15,340 for a total return of roughly 53.40%. All prices are adjusted for splits and dividends.


FPXE (First Trust IPOX Europe Equity Opportunities ETF)
Benchmark (S&P 500)

FPXEReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD-8.92%-2.17%
1M-4.66%0.62%
6M-5.43%8.48%
1Y-1.77%23.82%
5Y17.46%32.88%
10Y17.46%32.88%

FPXEMonthly Returns Heatmap


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FPXESharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current First Trust IPOX Europe Equity Opportunities ETF Sharpe ratio is 0.27. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


FPXE (First Trust IPOX Europe Equity Opportunities ETF)
Benchmark (S&P 500)

FPXEDividends

First Trust IPOX Europe Equity Opportunities ETF granted a 0.52% dividend yield in the last twelve months, as of Jan 15, 2022. The annual payout for that period amounted to $0.15 per share.


PeriodTTM2021202020192018
Dividend$0.15$0.15$0.39$0.45$0.00

Dividend yield

0.52%0.47%1.36%2.11%0.00%

FPXEDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


FPXE (First Trust IPOX Europe Equity Opportunities ETF)
Benchmark (S&P 500)

FPXEWorst Drawdowns

The table below shows the maximum drawdowns of the First Trust IPOX Europe Equity Opportunities ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the First Trust IPOX Europe Equity Opportunities ETF is 30.62%, recorded on Mar 16, 2020. It took 33 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-30.62%Feb 24, 202013Mar 16, 202033Jun 1, 202046
-15.65%Oct 8, 201838Dec 21, 201824Mar 20, 201962
-14.53%Sep 3, 202188Jan 14, 2022
-13.76%Feb 17, 202114Mar 8, 202191Jul 22, 2021105
-8.43%Oct 15, 202012Oct 30, 20204Nov 5, 202016
-6.5%Jul 23, 202033Sep 8, 202021Oct 9, 202054
-5.18%Jul 5, 201946Oct 4, 201921Nov 15, 201967
-4.33%Jan 25, 20215Jan 29, 20215Feb 5, 202110
-3.64%Jun 5, 20206Jun 12, 20205Jun 22, 202011
-3.07%Jan 11, 20215Jan 15, 20213Jan 21, 20218

FPXEVolatility Chart

Current First Trust IPOX Europe Equity Opportunities ETF volatility is 24.75%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


FPXE (First Trust IPOX Europe Equity Opportunities ETF)
Benchmark (S&P 500)

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