Performance analysis of FCA (FIRST TRUST CHINA ALPHADEX FUND)
Annual Return
Over the past 3 years, FCA has had an average annual return of +14.11%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, FCA has had an average annual return of +1.78%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, FCA has had an average annual return of +7.53%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Apr 21, 2011, FCA has had an average annual return of +2.56%, underperforming the benchmark SPY, which returned +13.88% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -5.30% | +45.19% | +13.87% | -8.35% | -17.59% | -0.68% | +11.83% | +18.72% | -18.27% | +60.19% | -5.00% | -6.06% |
| 2014 | 2013 | 2012 | 2011 | ||||||||
| -0.70% | -3.73% | +30.31% | -35.23% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +13.40% | +6.06% | -7.82% | +5.14% | -6.31% | -10.46% | -3.14% | -5.30% | |||||
| 2025 | -0.89% | +5.29% | +0.22% | -0.76% | +6.40% | +10.66% | +5.89% | +8.49% | +5.51% | -1.10% | +0.93% | -1.79% | +45.19% |
| 2024 | -5.28% | +10.11% | -2.66% | +3.76% | +7.52% | -1.41% | -6.92% | -1.44% | +16.38% | -2.56% | -3.62% | +1.72% | +13.87% |
| 2023 | +8.13% | -6.81% | +1.75% | +5.73% | -12.79% | +2.59% | +5.10% | -8.76% | -0% | -3.91% | -0.20% | +2.75% | -8.35% |
| 2022 | -2.06% | +1.66% | -4.50% | -3.42% | +3.98% | -0.52% | -5.71% | -0.61% | -10.65% | -14.09% | +29.32% | -6.75% | -17.59% |
| 2021 | -3.94% | +7.43% | +0.08% | +1.67% | +4.01% | +0.98% | -6.35% | +6.08% | -0.55% | -5.07% | -4.12% | +0.15% | -0.68% |
| 2020 | -12.46% | +5% | -10.29% | +4.81% | +0.26% | +4.58% | +10.39% | +3.75% | -3.20% | -0.28% | +6.92% | +4.41% | +11.83% |
| 2019 | +9.22% | +3.49% | +1.95% | +1.10% | -8.47% | +5.88% | -3.32% | -5.92% | +1.70% | +4.72% | -0.55% | +9.15% | +18.72% |
| 2018 | +12.76% | -6.48% | -2.43% | +2.65% | +2.04% | -8.88% | +1.39% | -6.24% | +1.65% | -12.10% | +6.04% | -7.60% | -18.27% |
| 2017 | +8.31% | +4.77% | +3.23% | -0.44% | +3.38% | +5.11% | +9.45% | +4.79% | +6.79% | +1.83% | -3.44% | +4.97% | +60.19% |
Drawdown analysis of FCA (FIRST TRUST CHINA ALPHADEX FUND)
The maximum drawdown for the FCA was -45.59%, occurring on Feb 11, 2016. Recovery took 402 trading sessions.
The current FCA drawdown is -22.62%.
Since Apr 21, 2011 FCA has experienced the following drawdowns:
- 40% or more: 3 times
- 30% or more: 4 times
- 20% or more: 5 times
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -45.59% | May 4, 2015 | 196 | Feb 11, 2016 | 402 | Sep 15, 2017 | 598 |
| -45.41% | Apr 21, 2011 | 113 | Oct 3, 2011 | 883 | Apr 9, 2015 | 996 |
| -42.46% | Sep 13, 2021 | 286 | Oct 31, 2022 | 699 | Aug 15, 2025 | 985 |
| -39.97% | Jan 26, 2018 | 538 | Mar 18, 2020 | 230 | Feb 16, 2021 | 768 |
| -24.13% | May 13, 2026 | 44 | Jul 17, 2026 | Ongoing | Ongoing | Ongoing |
| -13.70% | Feb 17, 2021 | 25 | Mar 24, 2021 | 47 | Jun 1, 2021 | 72 |
| -11.39% | Oct 5, 2017 | 44 | Dec 7, 2017 | 16 | Jan 2, 2018 | 60 |
| -10.09% | Jun 28, 2021 | 20 | Jul 27, 2021 | 30 | Sep 8, 2021 | 50 |
| -10.03% | Mar 2, 2026 | 15 | Mar 23, 2026 | 36 | May 13, 2026 | 51 |
| -8.33% | Sep 21, 2017 | 3 | Sep 26, 2017 | 7 | Oct 5, 2017 | 10 |
| -6.58% | Nov 14, 2025 | 21 | Dec 16, 2025 | 12 | Jan 5, 2026 | 33 |
| -6.44% | Oct 8, 2025 | 2 | Oct 10, 2025 | 22 | Nov 11, 2025 | 24 |
| -5.31% | Jan 29, 2026 | 2 | Feb 2, 2026 | 6 | Feb 10, 2026 | 8 |
| -4.27% | Aug 26, 2025 | 6 | Sep 4, 2025 | 3 | Sep 9, 2025 | 9 |
| -4.02% | Jun 14, 2021 | 2 | Jun 16, 2021 | 7 | Jun 25, 2021 | 9 |
| -3.37% | Sep 12, 2025 | 9 | Sep 25, 2025 | 3 | Sep 30, 2025 | 12 |
| -3.13% | Feb 12, 2026 | 1 | Feb 13, 2026 | 6 | Feb 24, 2026 | 7 |
| -2.54% | Apr 13, 2015 | 5 | Apr 20, 2015 | 2 | Apr 22, 2015 | 7 |
| -2.26% | Jan 12, 2026 | 4 | Jan 16, 2026 | 2 | Jan 21, 2026 | 6 |
| -2.22% | Jun 1, 2021 | 5 | Jun 8, 2021 | 2 | Jun 10, 2021 | 7 |
| -1.73% | Aug 18, 2025 | 1 | Aug 19, 2025 | 3 | Aug 22, 2025 | 4 |
| -1.68% | Apr 9, 2015 | 1 | Apr 10, 2015 | 1 | Apr 13, 2015 | 2 |
| -1.62% | Apr 30, 2015 | 1 | May 1, 2015 | 1 | May 4, 2015 | 2 |
| -1.39% | Sep 9, 2021 | 1 | Sep 10, 2021 | 1 | Sep 13, 2021 | 2 |
| -1.27% | Jan 8, 2018 | 1 | Jan 9, 2018 | 2 | Jan 11, 2018 | 3 |