FIRST TRUST SWITZERLAND ALPHADEX FUND

Symbol: FSZ

Exchange: NASDAQ

Sector: Healthcare

Category: Miscellaneous Region

Inception Date: 14/02/2012

Latest Date: 17/04/2026

Current Price: $83.12

Expense Ratio: 0.80%

Assets Under Management
$39.6M
0.00% daily change

Period Performance

Adjusted cumulative ETF performance normalized to the first available adjusted price of the selected period.

Adjusted Return
--
--

Performance Metrics

Return

6.01%

Volatility

17.75%

Sharpe Ratio

-2.896

VaR 95%

-2.03%

CVaR 95%: -2.08%
Max Drawdown: -7.41%
Sortino Ratio: -5.444
Calmar Ratio: -6.44
Return

3.45%

Volatility

15.18%

Sharpe Ratio

-0.641

VaR 95%

-1.72%

CVaR 95%: -1.97%
Max Drawdown: -11.01%
Sortino Ratio: -0.984
Calmar Ratio: -0.55
Return

7.59%

Volatility

13.16%

Sharpe Ratio

0.324

VaR 95%

-1.49%

CVaR 95%: -1.83%
Max Drawdown: -11.01%
Sortino Ratio: 0.475
Calmar Ratio: 0.72
Return

24.17%

Volatility

15.92%

Sharpe Ratio

0.991

VaR 95%

-1.50%

CVaR 95%: -2.27%
Max Drawdown: -11.01%
Sortino Ratio: 1.253
Calmar Ratio: 1.76
Return

42.11%

Volatility

14.91%

Sharpe Ratio

0.756

VaR 95%

-1.47%

CVaR 95%: -2.01%
Max Drawdown: -13.93%
Sortino Ratio: 1.065
Calmar Ratio: 1.07
Return

39.60%

Volatility

14.70%

Sharpe Ratio

0.527

VaR 95%

-1.47%

CVaR 95%: -1.96%
Max Drawdown: -13.93%
Sortino Ratio: 0.783
Calmar Ratio: 0.82

Daily Returns for Period 12M

Daily simple returns calculated over the official metric window from the same adjusted price series used in the chart: 17/04/2025 - 17/04/2026.

Methodology: adjusted prices + daily simple return
Average Daily Return

0.092%

Best Day

2.847%

10/04/2026
Worst Day

-2.458%

02/09/2025
Days with Data

246

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
17/04/2026 $83.12 $83.12 $83.12 $83.12 100
16/04/2026 $81.88 $82.09 $81.62 $81.81 2,100
15/04/2026 $82.77 $82.81 $82.77 $82.81 600
14/04/2026 $83.11 $83.11 $83.11 $83.11 200
13/04/2026 $82.49 $82.49 $82.49 $82.49 200
10/04/2026 $81.65 $81.65 $81.65 $81.65 500
02/04/2026 $79.02 $79.39 $79.02 $79.39 600
01/04/2026 $79.91 $79.91 $79.91 $79.91 100
31/03/2026 $78.07 $79.32 $77.79 $79.32 1,100
30/03/2026 $77.95 $78.26 $77.95 $78.14 1,200