Performance analysis of EDOW (FIRST TRUST DOW 30 EQUAL WEIGHT ETF)
Annual Return
Over the past 3 years, EDOW has had an average annual return of +15.51%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, EDOW has had an average annual return of +8.90%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Aug 9, 2017, EDOW has had an average annual return of +11.21%, underperforming the benchmark SPY, which returned +15.27% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +5.69% | +15.46% | +13.17% | +15.46% | -7.45% | +18.81% | +6.58% | +24.67% | -2.03% | +11.90% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.47% | +1.70% | -5.43% | +5.09% | +3.18% | -1.10% | +5.69% | ||||||
| 2025 | +4.11% | +0.51% | -4.20% | -2.88% | +5.01% | +4.05% | -0.09% | +3.54% | +1.06% | +2.23% | +0.99% | +0.56% | +15.46% |
| 2024 | +0.92% | +2.56% | +2.49% | -4.80% | +2.43% | +0.13% | +3.76% | +1.64% | +2.34% | -1.92% | +7.74% | -4.21% | +13.17% |
| 2023 | +4.03% | -3.57% | +2.73% | +1.81% | -3.74% | +4.46% | +2.83% | -1.72% | -4.16% | -1.13% | +8.37% | +5.45% | +15.46% |
| 2022 | -1.87% | -2.44% | +2.49% | -5.16% | +0.58% | -7.75% | +5.88% | -3.91% | -9.76% | +13.75% | +6.45% | -3.58% | -7.45% |
| 2021 | -1.55% | +4.30% | +6.52% | +1.56% | +2.15% | +0.15% | +1% | +1.33% | -4.03% | +4.37% | -3.80% | +6.02% | +18.81% |
| 2020 | -1.62% | -10.70% | -10.99% | +11.12% | +4.23% | -0.02% | +1.18% | +6.22% | -1.89% | -5.05% | +13.44% | +3.65% | +6.58% |
| 2019 | +6.47% | +3.81% | +0.94% | +2.73% | -6.12% | +7.30% | +0.95% | -2.40% | +2.65% | +0.82% | +3.67% | +2.17% | +24.67% |
| 2018 | +4.29% | -3.90% | -3.20% | +1.54% | +0.87% | +0.06% | +3.77% | +2.88% | +1.94% | -3.92% | +3.20% | -8.68% | -2.03% |
| 2017 | -0.80% | +2.67% | +3.46% | +2.58% | +3.52% | +11.90% |
Drawdown analysis of EDOW (FIRST TRUST DOW 30 EQUAL WEIGHT ETF)
The maximum drawdown for the EDOW was -33.72%, occurring on Mar 23, 2020. Recovery took 166 trading sessions.
The current EDOW drawdown is -1.18%.
Since Aug 9, 2017 EDOW has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.72% | Feb 12, 2020 | 27 | Mar 23, 2020 | 166 | Nov 16, 2020 | 193 |
| -21.98% | Jan 4, 2022 | 186 | Sep 30, 2022 | 294 | Dec 1, 2023 | 480 |
| -15.51% | Feb 19, 2025 | 34 | Apr 8, 2025 | 55 | Jun 27, 2025 | 89 |
| -15.49% | Oct 2, 2018 | 57 | Dec 24, 2018 | 56 | Mar 18, 2019 | 113 |
| -10.73% | Jan 29, 2018 | 43 | Apr 2, 2018 | 103 | Aug 27, 2018 | 146 |
| -8.73% | Feb 6, 2026 | 34 | Mar 27, 2026 | 39 | May 22, 2026 | 73 |
| -7.51% | Jul 15, 2019 | 29 | Aug 23, 2019 | 49 | Nov 1, 2019 | 78 |
| -6.65% | Nov 8, 2021 | 16 | Dec 1, 2021 | 17 | Dec 27, 2021 | 33 |
| -6.59% | Jul 17, 2024 | 13 | Aug 5, 2024 | 18 | Aug 29, 2024 | 31 |
| -6.32% | Apr 23, 2019 | 27 | May 31, 2019 | 13 | Jun 19, 2019 | 40 |
| -5.42% | Dec 4, 2024 | 24 | Jan 10, 2025 | 11 | Jan 28, 2025 | 35 |
| -5.05% | Mar 28, 2024 | 13 | Apr 17, 2024 | 61 | Jul 16, 2024 | 74 |
| -4.71% | Aug 16, 2021 | 25 | Sep 21, 2021 | 30 | Nov 2, 2021 | 55 |
| -4.23% | Jan 21, 2021 | 6 | Jan 29, 2021 | 6 | Feb 8, 2021 | 12 |
| -4.01% | Nov 12, 2025 | 6 | Nov 20, 2025 | 8 | Dec 3, 2025 | 14 |
| -3.90% | Jun 4, 2021 | 10 | Jun 18, 2021 | 15 | Jul 12, 2021 | 25 |
| -3.72% | Jan 17, 2020 | 9 | Jan 31, 2020 | 8 | Feb 12, 2020 | 17 |
| -3.63% | Oct 18, 2024 | 9 | Oct 31, 2024 | 5 | Nov 7, 2024 | 14 |
| -3.47% | Feb 24, 2021 | 6 | Mar 4, 2021 | 4 | Mar 10, 2021 | 10 |
| -3.18% | Jul 23, 2025 | 7 | Aug 1, 2025 | 8 | Aug 13, 2025 | 15 |
| -3.17% | May 7, 2021 | 3 | May 12, 2021 | 16 | Jun 4, 2021 | 19 |
| -3.08% | Aug 30, 2024 | 4 | Sep 6, 2024 | 6 | Sep 16, 2024 | 10 |
| -2.79% | Oct 3, 2025 | 5 | Oct 10, 2025 | 7 | Oct 21, 2025 | 12 |
| -2.72% | Jul 12, 2021 | 5 | Jul 19, 2021 | 5 | Jul 26, 2021 | 10 |
| -2.41% | Nov 16, 2020 | 4 | Nov 20, 2020 | 2 | Nov 24, 2020 | 6 |