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FCA vs. YXI
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FCA vs. YXI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust China AlphaDEX Fund (FCA) and ProShares Short FTSE China 50 (YXI). The values are adjusted to include any dividend payments, if applicable.

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FCA vs. YXI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FCA
First Trust China AlphaDEX Fund
10.86%45.20%14.07%-8.28%-17.61%-0.65%11.80%18.72%-18.30%60.26%
YXI
ProShares Short FTSE China 50
6.45%-22.87%-25.36%12.40%4.78%13.94%-17.95%-14.35%9.63%-28.43%

Returns By Period

In the year-to-date period, FCA achieves a 10.86% return, which is significantly higher than YXI's 6.45% return. Over the past 10 years, FCA has outperformed YXI with an annualized return of 9.40%, while YXI has yielded a comparatively lower -8.57% annualized return.


FCA

1D
-0.29%
1M
-7.82%
YTD
10.86%
6M
8.68%
1Y
53.93%
3Y*
17.99%
5Y*
5.95%
10Y*
9.40%

YXI

1D
-3.53%
1M
3.55%
YTD
6.45%
6M
13.83%
1Y
-2.92%
3Y*
-10.01%
5Y*
-2.92%
10Y*
-8.57%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FCA vs. YXI - Expense Ratio Comparison

FCA has a 0.80% expense ratio, which is lower than YXI's 0.95% expense ratio.


Return for Risk

FCA vs. YXI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FCA
FCA Risk / Return Rank: 9292
Overall Rank
FCA Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
FCA Sortino Ratio Rank: 9090
Sortino Ratio Rank
FCA Omega Ratio Rank: 9090
Omega Ratio Rank
FCA Calmar Ratio Rank: 9292
Calmar Ratio Rank
FCA Martin Ratio Rank: 9595
Martin Ratio Rank

YXI
YXI Risk / Return Rank: 1010
Overall Rank
YXI Sharpe Ratio Rank: 99
Sharpe Ratio Rank
YXI Sortino Ratio Rank: 1010
Sortino Ratio Rank
YXI Omega Ratio Rank: 99
Omega Ratio Rank
YXI Calmar Ratio Rank: 1010
Calmar Ratio Rank
YXI Martin Ratio Rank: 1111
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.

FCA vs. YXI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust China AlphaDEX Fund (FCA) and ProShares Short FTSE China 50 (YXI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


FCAYXIDifference

Sharpe ratio

Return per unit of total volatility

2.07

-0.12

+2.19

Sortino ratio

Return per unit of downside risk

2.56

-0.01

+2.57

Omega ratio

Gain probability vs. loss probability

1.38

1.00

+0.38

Calmar ratio

Return relative to maximum drawdown

3.34

-0.10

+3.44

Martin ratio

Return relative to average drawdown

15.08

-0.13

+15.21

FCA vs. YXI - Sharpe Ratio Comparison

The current FCA Sharpe Ratio is 2.07, which is higher than the YXI Sharpe Ratio of -0.12. The chart below compares the historical Sharpe Ratios of FCA and YXI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FCAYXIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.07

-0.12

+2.19

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.22

-0.09

+0.31

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.36

-0.31

+0.67

Sharpe Ratio (All Time)

Calculated using the full available price history

0.13

-0.31

+0.44

Correlation

The correlation between FCA and YXI is -0.62. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Dividends

FCA vs. YXI - Dividend Comparison

FCA's dividend yield for the trailing twelve months is around 2.32%, less than YXI's 2.89% yield.


TTM20252024202320222021202020192018201720162015
FCA
First Trust China AlphaDEX Fund
2.32%2.67%5.17%5.70%6.00%4.91%4.12%3.73%3.10%2.30%2.51%4.13%
YXI
ProShares Short FTSE China 50
2.89%3.60%4.35%2.66%0.27%0.00%0.08%1.01%0.25%0.00%0.00%0.00%

Drawdowns

FCA vs. YXI - Drawdown Comparison

The maximum FCA drawdown since its inception was -45.56%, smaller than the maximum YXI drawdown of -81.15%. Use the drawdown chart below to compare losses from any high point for FCA and YXI.


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Drawdown Indicators


FCAYXIDifference

Max Drawdown

Largest peak-to-trough decline

-45.56%

-81.15%

+35.59%

Max Drawdown (1Y)

Largest decline over 1 year

-15.81%

-29.83%

+14.02%

Max Drawdown (5Y)

Largest decline over 5 years

-42.47%

-57.65%

+15.18%

Max Drawdown (10Y)

Largest decline over 10 years

-42.47%

-66.81%

+24.34%

Current Drawdown

Current decline from peak

-8.75%

-78.26%

+69.51%

Average Drawdown

Average peak-to-trough decline

-21.81%

-54.04%

+32.23%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.50%

22.94%

-19.44%

Volatility

FCA vs. YXI - Volatility Comparison

First Trust China AlphaDEX Fund (FCA) and ProShares Short FTSE China 50 (YXI) have volatilities of 8.25% and 7.90%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FCAYXIDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.25%

7.90%

+0.35%

Volatility (6M)

Calculated over the trailing 6-month period

16.57%

14.78%

+1.79%

Volatility (1Y)

Calculated over the trailing 1-year period

26.19%

23.75%

+2.44%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.43%

31.35%

-3.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.57%

27.46%

-0.89%