First Trust Emerging Markets AlphaDEX UCITS ETF Class A Accumulation (FEMU.L) Total Returns
Growth of $10,000 chart
2021-03-18 to 2026-03-18 to
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%
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| Final Value | Total Return | CAGR | Dividends | Yield on Cost | |
|---|---|---|---|---|---|
| Nominal | $13,618.74 | 36.19% | 6.37% | $0.00 | 0.00% |
| Real * | $11,019.47 | 10.19% | 1.96% | $0.00 | 0.00% |
* Adjusted to Mar 2021 purchasing power (US CPI-U) Taxes: $0.00 · Transaction costs: $0.00 Reinvested dividends with 20% tax, 0.2% cost per reinvestment.
Rolling 1-Year Returns (252 Trading Days)
| Metric | Value |
|---|---|
| Average Rolling Return | +5.05% |
| Median Rolling Return | +6.76% |
| Best Rolling Return | +44.33% |
| Worst Rolling Return | -26.97% |
| % of Windows Positive | 66.8% |
Risk Metrics
| Metric | Value |
|---|---|
| Maximum Drawdown | -31.08% |
| Drawdown Duration | 943 Trading Days |
| Sortino Ratio | 0.60 |
| Calmar Ratio | 0.25 |
| CVaR (5%) | -2.62% |
Yearly Returns
| Year | Return | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +7.72% (+42.27% ann.) | +$771.59 | $0.00 | $0.00 | $0.00 |
| 2025 | +27.57% | +$2757.38 | $0.00 | $0.00 | $0.00 |
| 2024 | +3.47% | +$347.30 | $0.00 | $0.00 | $0.00 |
| 2023 | +10.16% | +$1015.61 | $0.00 | $0.00 | $0.00 |
| 2022 | -13.81% | $1381.04 | $0.00 | $0.00 | $0.00 |
| 2021 | +7.06% | +$706.03 | $0.00 | $0.00 | $0.00 |
| 2020 | -0.52% | $51.97 | $0.00 | $0.00 | $0.00 |
| 2019 | +18.78% | +$1878.04 | $0.00 | $0.00 | $0.00 |
| 2018 | -14.90% | $1489.97 | $0.00 | $0.00 | $0.00 |
| 2017 | +38.13% | +$3812.66 | $0.00 | $0.00 | $0.00 |
| 2016 | +16.15% | +$1615.37 | $0.00 | $0.00 | $0.00 |
| 2015 | -12.70% | $1269.79 | $0.00 | $0.00 | $0.00 |
| 2014 | -9.33% | $932.80 | $0.00 | $0.00 | $0.00 |
| 2013 partial | -1.07% (-1.47% ann.) | $107.20 | $0.00 | $0.00 | $0.00 |
Market Regime Returns
| Regime | Period | Return | Ann. Return | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | 2013-04-09 – 2020-02-19 | +23.88% | +3.17% | +$2388.00 | $0.00 | $0.00 | $0.00 |
| Pandemic shock / liquidity crash | 2020-02-20 – 2020-03-23 | -36.44% | -99.43% | $3643.90 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | 2020-03-24 – 2020-11-06 | +35.86% | +63.74% | +$3585.89 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | 2020-11-09 – 2021-11-29 | +9.06% | +8.57% | +$905.53 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | 2021-11-30 – 2022-11-09 | -14.80% | -15.64% | $1479.97 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | 2022-11-10 – 2024-09-17 | +19.92% | +10.30% | +$1992.41 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | 2024-09-18 – 2026-03-18 | +37.69% | +23.85% | +$3768.66 | $0.00 | $0.00 | $0.00 |
Dividend History
| Date | Per Share | Yield % | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|---|---|
| Total | 0 payments | $0.00 | $0.00 | $0.00 | 0.0000 |
No dividends in the selected period.
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2025-06-16 — 2026-03-18
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