Performance analysis of FAM (First Trust-abrdn Global Opportunity Income Fund)
Annual Return
Over the past 3 years, FAM has had an average annual return of +21.22%, underperforming the benchmark SPY, which returned +26.66% annual.
Over the past 5 years, FAM has had an average annual return of -3.03%, underperforming the benchmark SPY, which returned +11.15% annual.
Over the past 10 years, FAM has had an average annual return of +2.89%, underperforming the benchmark SPY, which returned +14.66% annual.
Since Nov 24, 2004, FAM has had an average annual return of +4.04%, underperforming the benchmark SPY, which returned +10.31% annual.
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +12.58% | +17.08% | -31.14% | +0.05% | +3.76% | +29.87% | -12.48% | +12.91% | +19.61% | -6.69% | -5.34% | -13.21% |
| 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |||
| +23.85% | -0.39% | +18.92% | +74.66% | -29.82% | -5.08% | +28.29% | -7.09% | -2.80% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | +2.57% | +1.27% | +3.85% | -3.06% | +3.42% | -1.41% | +3.26% | +1.79% | +0.46% | +12.58% | |||
| 2023 | +3.78% | -4.49% | +3.01% | -0.12% | +1.74% | +5.08% | +5.83% | -5.57% | -5.62% | -1.35% | +9.37% | +5.52% | +17.08% |
| 2022 | -1.93% | -11.14% | -8.82% | -6.08% | -4.06% | -7.77% | +10.59% | -5.60% | -11.25% | +0.26% | +9.18% | +2.81% | -31.14% |
| 2021 | +0.19% | -3.46% | +0.50% | +2.35% | +0.76% | +1.49% | +0.38% | +1.97% | -1.08% | +1.45% | -0.94% | -3.36% | +0.05% |
| 2020 | +4.68% | -6.24% | -18.14% | +6.20% | +7.64% | +1.24% | +6.41% | -1.92% | -5.35% | -0.44% | +10.45% | +2.73% | +3.76% |
| 2019 | +7.84% | +1% | +0.51% | -0.40% | +0.71% | +5.36% | +3.19% | +0.63% | -0.13% | +4.73% | -0.12% | +3.48% | +29.87% |
| 2018 | +0.99% | -1.51% | +0.14% | -2.43% | -4.43% | -3.60% | +1.86% | -4.27% | +0.43% | -4.40% | +2.42% | +1.95% | -12.48% |
| 2017 | +2.48% | +2.62% | +1% | +2.04% | +2.77% | -2.55% | +1.60% | +1.16% | +0.38% | -1.15% | -2.04% | +4.15% | +12.91% |
Drawdown analysis of FAM (First Trust-abrdn Global Opportunity Income Fund)
The maximum drawdown for the FAM was -52.17%, occurring on Nov 20, 2008. Recovery took 200 trading sessions.
The current FAM drawdown is -13.13%.
Since Nov 24, 2004 FAM has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 4 times
- 20% or more: 4 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -52.17% | Jun 5, 2007 | 371 | Nov 20, 2008 | 200 | Sep 9, 2009 | 571 |
| -43.24% | Sep 15, 2021 | 276 | Oct 19, 2022 | Ongoing | Ongoing | Ongoing |
| -32.32% | May 8, 2013 | 603 | Sep 29, 2015 | 572 | Jan 5, 2018 | 1175 |
| -31.60% | Feb 18, 2020 | 24 | Mar 23, 2020 | 201 | Jan 7, 2021 | 225 |
| -18.60% | Jan 29, 2018 | 189 | Oct 26, 2018 | 178 | Jul 16, 2019 | 367 |
| -16.82% | Nov 30, 2004 | 80 | Mar 28, 2005 | 225 | Feb 15, 2006 | 305 |
| -16.06% | Aug 3, 2011 | 43 | Oct 4, 2011 | 88 | Feb 9, 2012 | 131 |
| -12.38% | Apr 26, 2010 | 18 | May 20, 2010 | 41 | Jul 20, 2010 | 59 |
| -11.40% | Oct 15, 2010 | 42 | Dec 15, 2010 | 115 | Jun 1, 2011 | 157 |
| -10.18% | Mar 22, 2006 | 67 | Jun 27, 2006 | 37 | Aug 18, 2006 | 104 |
| -8.86% | Jan 25, 2010 | 10 | Feb 8, 2010 | 32 | Mar 25, 2010 | 42 |
| -8.41% | Sep 28, 2012 | 32 | Nov 15, 2012 | 38 | Jan 11, 2013 | 70 |
| -6.74% | Oct 9, 2009 | 13 | Oct 28, 2009 | 15 | Nov 18, 2009 | 28 |
| -6.56% | Feb 17, 2021 | 15 | Mar 10, 2021 | 79 | Jul 1, 2021 | 94 |
| -5.82% | May 1, 2012 | 13 | May 18, 2012 | 38 | Jul 13, 2012 | 51 |
| -4.27% | Jan 23, 2013 | 36 | Mar 15, 2013 | 37 | May 8, 2013 | 73 |
| -3.60% | Jan 8, 2007 | 7 | Jan 18, 2007 | 47 | Mar 27, 2007 | 54 |
| -3.13% | Nov 15, 2019 | 6 | Nov 25, 2019 | 12 | Dec 12, 2019 | 18 |
| -2.70% | Jan 7, 2021 | 18 | Feb 3, 2021 | 9 | Feb 17, 2021 | 27 |
| -2.70% | Nov 25, 2009 | 9 | Dec 9, 2009 | 20 | Jan 8, 2010 | 29 |
| -2.58% | Sep 24, 2019 | 4 | Sep 30, 2019 | 3 | Oct 3, 2019 | 7 |
| -2.41% | Jun 2, 2011 | 7 | Jun 13, 2011 | 10 | Jun 27, 2011 | 17 |
| -2.22% | Aug 23, 2010 | 3 | Aug 26, 2010 | 7 | Sep 7, 2010 | 10 |
| -2.05% | Aug 1, 2019 | 9 | Aug 14, 2019 | 14 | Sep 4, 2019 | 23 |
| -2.04% | Jul 1, 2021 | 4 | Jul 8, 2021 | 19 | Aug 4, 2021 | 23 |