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First Trust/Confluence Small Cap Value Fund (FOVAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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28.68+0.13 (+0.46%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★
Number of years up9
Number of years down3
Best 1-yr total return (2 May 2024)25.26%
Worst 1-yr total return (2 May 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