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First Trust/Confluence Small Cap Value Fund (FOVCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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24.26-0.10 (-0.41%)
At close: 08:00PM EDT

Risk Overview

Morningstar Risk Rating★
Number of Years Up9
Number of Years Down3
Best 1 Yr Total Return (May 27, 2024)24.69%
Worst 1 Yr Total Return (May 27, 2024)N/A

Risk Statistics

3 Years
FOVCXCategory Average
5 Years
FOVCXCategory Average
10 Years
FOVCXCategory Average
Alpha
-11.6-0.09
-11.13-0.06
-6.85-0.06
BETA
0.950.01
1.010.01
1.010.01
Mean Annual Return
-0.220.01
0.260.01
0.510.01
R-squared
73.580.83
77.50.77
75.220.78
Standard Deviation
19.460.26
21.220.21
17.670.19
Sharpe Ratio
-0.30
0.040.01
0.260.01
Treynor Ratio
-7.910.08
-1.290.1
3.120.09