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Performance analysis of DTRE (FIRST TRUST ALERIAN DISRUPTIVE TECHNOLOGY REAL ESTATE ETF)

Annual Return

Over the past 3 years, DTRE has had an average annual return of +4.43%, underperforming the benchmark SPY, which returned +19.62% annual.

Over the past 5 years, DTRE has had an average annual return of -0.69%, underperforming the benchmark SPY, which returned +12.73% annual.

Over the past 10 years, DTRE has had an average annual return of +2.18%, underperforming the benchmark SPY, which returned +15.04% annual.

Since Aug 30, 2007, DTRE has had an average annual return of +2.55%, underperforming the benchmark SPY, which returned +11.06% annual.

202620252024202320222021202020192018201720162015
+10.37%+8.33%-9.71%+13.86%-26.53%+27.42%-8.82%+21.85%-4.97%+10.89%+3.21%-0.65%
20142013201220112010200920082007
+15.27%+2.46%+28.55%-6.60%+19.52%+32.85%-46.31%-3.61%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+1.90%+5.77%-8.14%+8.43%+1.98%-2.87%+3.79%+10.37%
2025+2.25%+3.54%-0.81%-0.25%+1.15%+0.93%-1.89%+2.19%-1.20%+1.58%+0.77%-0.10%+8.33%
2024-4.42%-0.76%+0.95%-10.31%+4.83%-0.48%+9.82%+1.59%+3.86%-5.39%+0.32%-8.37%-9.71%
2023+11.94%-7.52%-0.12%+0.21%-2.71%+3.70%+2.57%-0.83%-6.89%-3.74%+12.41%+6.28%+13.86%
2022-5.99%-3.75%+5.19%-5.59%-6.09%-7.52%+9.01%-6.67%-13.41%+2.77%+9.97%-5.43%-26.53%
2021-0.81%+4.12%+2.80%+6.44%+2.15%+0.90%+3.30%+1.16%-5.36%+6.19%-2.43%+6.76%+27.42%
2020+0.55%-7.91%-22.98%+6.80%+0.92%+2.71%+2.30%+2.82%-3.01%-3.58%+13.10%+3.80%-8.82%
2019+11.02%-0.26%+3.71%-1.50%-0.41%+1.75%+0.29%+1.78%+2.86%+2.16%-1.38%+0.48%+21.85%
2018-0.22%-6.52%+2.93%+1.49%+1.65%+1.68%+0.97%+1.18%-2.44%-3.32%+3.34%-5.25%-4.97%
2017+1.51%+3.12%-1.81%+0.85%+1%+0.66%+2.10%+0.30%-0.10%-0.97%+2.56%+1.25%+10.89%

Drawdown analysis of DTRE (FIRST TRUST ALERIAN DISRUPTIVE TECHNOLOGY REAL ESTATE ETF)

The maximum drawdown for the DTRE was -72.25%, occurring on Mar 9, 2009. Recovery took 1320 trading sessions.

The current DTRE drawdown is -9.69%.

Since Aug 30, 2007 DTRE has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 2 times
  • 30% or more: 3 times
  • 20% or more: 3 times
  • 10% or more: 5 times
DepthStartTo BottomBottomTo RecoverEndTotal
-72.25%Oct 2, 2007360Mar 9, 20091320Jun 5, 20141680
-42.78%Feb 14, 202025Mar 23, 2020291May 18, 2021316
-34.62%Dec 31, 2021198Oct 14, 2022OngoingOngoingOngoing
-16.61%Jan 27, 2015263Feb 11, 201697Jun 30, 2016360
-13.53%Jul 29, 201679Nov 18, 2016268Dec 13, 2017347
-9.98%Aug 29, 201880Dec 24, 201823Jan 29, 2019103
-8.34%Jan 23, 201812Feb 8, 201893Jun 22, 2018105
-7.74%Sep 3, 201424Oct 7, 201437Nov 28, 201461
-6.69%Sep 3, 202118Sep 30, 202124Nov 3, 202142
-5.51%Jun 10, 202114Jun 30, 202145Sep 2, 202159
-4.68%Nov 17, 20219Dec 1, 202117Dec 27, 202126
-4.49%Jul 10, 201918Aug 5, 201921Sep 4, 201939
-4.01%Oct 23, 201938Dec 17, 201920Jan 16, 202058
-3.40%Jul 23, 201411Aug 7, 20148Aug 19, 201419
-3.40%Apr 3, 201912Apr 22, 201933Jun 7, 201945
-3.29%Sep 5, 20073Sep 10, 20074Sep 14, 20077
-3.16%Jun 20, 20194Jun 26, 20199Jul 10, 201913
-2.97%Dec 3, 20148Dec 15, 20144Dec 19, 201412
-2.21%Jun 6, 20146Jun 16, 20149Jun 27, 201415
-2.08%Dec 18, 201720Jan 18, 20183Jan 23, 201823
-2.03%Jun 2, 20213Jun 7, 20211Jun 8, 20214
-1.96%May 24, 20211May 25, 20215Jun 2, 20216
-1.79%Aug 3, 20186Aug 13, 20184Aug 17, 201810
-1.69%May 18, 20211May 19, 20213May 24, 20214
-1.67%Sep 14, 20071Sep 17, 20072Sep 19, 20073