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First Trust/Confluence Small Cap Value Fund (FOVAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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29.46+0.24 (+0.82%)
At close: 08:00PM EDT

Risk Overview

Morningstar Risk Rating★
Number of Years Up9
Number of Years Down3
Best 1 Yr Total Return (May 6, 2024)25.26%
Worst 1 Yr Total Return (May 6, 2024)N/A

Risk Statistics

3 Years
FOVAXCategory Average
5 Years
FOVAXCategory Average
10 Years
FOVAXCategory Average
Alpha
-10.98-0.09
-10.46-0.06
-6.13-0.06
BETA
0.950.01
1.010.01
1.010.01
Mean Annual Return
-0.170.01
0.320.01
0.570.01
R-squared
73.820.83
77.770.77
75.290.78
Standard Deviation
19.490.26
21.240.21
17.70.19
Sharpe Ratio
-0.260
0.080.01
0.30.01
Treynor Ratio
-7.240.08
-0.590.1
3.880.09