Performance analysis of DVLU (FIRST TRUST DORSEY WRIGHT MOMENTUM & VALUE ETF)
Annual Return
Over the past 3 years, DVLU has had an average annual return of +22.20%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, DVLU has had an average annual return of +11.04%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Sep 7, 2018, DVLU has had an average annual return of +10.88%, underperforming the benchmark SPY, which returned +15.03% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +10.32% | +23.67% | +13.36% | +18.82% | -9.75% | +41.63% | -6.70% | +33.58% | -24.03% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.62% | +0.77% | -5.53% | +11.38% | +1.98% | +1.39% | +10.32% | ||||||
| 2025 | +6.39% | -2.15% | -6.12% | -4.07% | +6.46% | +3.10% | +0.46% | +3.94% | +7.96% | +1.03% | +3.11% | +2.33% | +23.67% |
| 2024 | +0.74% | +5.62% | +9.16% | -7.37% | +4.47% | -3.51% | +7.82% | +1.65% | +0.46% | -1.68% | +7.72% | -10.35% | +13.36% |
| 2023 | +8.39% | -1.04% | -6.38% | +1.22% | -4.45% | +10.27% | +4.38% | -3.01% | -4.08% | -5.65% | +10.72% | +9.37% | +18.82% |
| 2022 | -1.76% | +2.69% | +1.32% | -5.11% | +5.97% | -15.90% | +6.47% | -1.45% | -9.43% | +11.82% | +4.75% | -6.19% | -9.75% |
| 2021 | +3.15% | +13.65% | +6.24% | +5.42% | +5.19% | -4.80% | +1.45% | +1.97% | -2.94% | +4.04% | -1.83% | +5.04% | +41.63% |
| 2020 | -1.27% | -12.00% | -28.91% | +12.40% | +4.14% | -0.31% | +2.50% | +7.91% | -2.09% | -0.25% | +15.44% | +3.80% | -6.70% |
| 2019 | +16.27% | +3.75% | -1.21% | +5.47% | -5.18% | +3.21% | +3.56% | -4.50% | +2.96% | +1.73% | +4.32% | +0.49% | +33.58% |
| 2018 | -1.06% | -8.04% | -1.11% | -15.57% | -24.03% |
Drawdown analysis of DVLU (FIRST TRUST DORSEY WRIGHT MOMENTUM & VALUE ETF)
The maximum drawdown for the DVLU was -53.26%, occurring on Mar 23, 2020. Recovery took 221 trading sessions.
The current DVLU drawdown is -0.22%.
Since Sep 7, 2018 DVLU has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 4 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.26% | Jan 17, 2020 | 44 | Mar 23, 2020 | 221 | Feb 5, 2021 | 265 |
| -26.56% | Sep 20, 2018 | 65 | Dec 24, 2018 | 233 | Nov 26, 2019 | 298 |
| -24.86% | Nov 25, 2024 | 90 | Apr 8, 2025 | 112 | Sep 18, 2025 | 202 |
| -22.36% | Jun 7, 2022 | 76 | Sep 26, 2022 | 307 | Dec 14, 2023 | 383 |
| -12.24% | Feb 9, 2026 | 34 | Mar 30, 2026 | 22 | Apr 30, 2026 | 56 |
| -11.19% | Jun 1, 2021 | 33 | Jul 19, 2021 | 64 | Oct 18, 2021 | 97 |
| -10.31% | Mar 29, 2022 | 31 | May 12, 2022 | 17 | Jun 7, 2022 | 48 |
| -8.55% | Jan 13, 2022 | 10 | Jan 28, 2022 | 41 | Mar 29, 2022 | 51 |
| -8.53% | Nov 24, 2021 | 17 | Dec 20, 2021 | 10 | Jan 4, 2022 | 27 |
| -8.44% | Mar 28, 2024 | 67 | Jul 5, 2024 | 17 | Jul 30, 2024 | 84 |
| -8.28% | Jul 31, 2024 | 3 | Aug 5, 2024 | 14 | Aug 23, 2024 | 17 |
| -6.85% | Mar 29, 2021 | 2 | Mar 31, 2021 | 23 | May 4, 2021 | 25 |
| -6.33% | Mar 15, 2021 | 7 | Mar 24, 2021 | 3 | Mar 29, 2021 | 10 |
| -5.61% | Nov 12, 2025 | 6 | Nov 20, 2025 | 3 | Nov 25, 2025 | 9 |
| -5.58% | Oct 18, 2024 | 9 | Oct 31, 2024 | 6 | Nov 8, 2024 | 15 |
| -5.27% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -5.07% | May 7, 2021 | 3 | May 12, 2021 | 3 | May 17, 2021 | 6 |
| -3.93% | Oct 3, 2025 | 5 | Oct 10, 2025 | 7 | Oct 21, 2025 | 12 |
| -3.78% | Dec 26, 2023 | 14 | Jan 17, 2024 | 8 | Jan 29, 2024 | 22 |
| -3.76% | Oct 25, 2021 | 2 | Oct 27, 2021 | 5 | Nov 3, 2021 | 7 |
| -3.37% | May 5, 2026 | 10 | May 19, 2026 | 7 | May 29, 2026 | 17 |
| -3.15% | May 17, 2021 | 3 | May 20, 2021 | 5 | May 27, 2021 | 8 |
| -3.13% | Jan 6, 2026 | 9 | Jan 20, 2026 | 13 | Feb 6, 2026 | 22 |
| -2.85% | Nov 11, 2024 | 6 | Nov 19, 2024 | 4 | Nov 25, 2024 | 10 |
| -2.76% | Oct 27, 2025 | 6 | Nov 4, 2025 | 6 | Nov 12, 2025 | 12 |