Performance analysis of FCEF (FIRST TRUST INCOME OPPORTUNITIES ETF)
Annual Return
Over the past 3 years, FCEF has had an average annual return of +15.94%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, FCEF has had an average annual return of +6.03%, underperforming the benchmark SPY, which returned +14% annual.
Since Sep 29, 2016, FCEF has had an average annual return of +8.23%, underperforming the benchmark SPY, which returned +15.77% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.01% | +14.38% | +17.51% | +10.24% | -19.48% | +19.52% | +3.88% | +28.25% | -9.64% | +15.71% | +1.17% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.95% | +1.63% | -4.71% | +6.13% | +1.70% | -0.56% | +7.01% | ||||||
| 2025 | +3.15% | +0.19% | -1.05% | -1.32% | +3.09% | +3.59% | +1.10% | +1.81% | +0.92% | +0.68% | +1.34% | +0.15% | +14.38% |
| 2024 | +1.19% | +2.17% | +3.18% | -2.31% | +4.17% | +1.65% | +3.64% | +1.59% | +2.44% | -1.22% | +3.37% | -3.29% | +17.51% |
| 2023 | +7.20% | -2.65% | -2.36% | +0.66% | -2.52% | +3.87% | +3.26% | -2.08% | -2.95% | -3.48% | +7.96% | +3.83% | +10.24% |
| 2022 | -6.15% | -4.21% | +3.65% | -6.91% | -0.30% | -8.06% | +8.89% | -3.03% | -9.86% | +6.14% | +4.50% | -4.05% | -19.48% |
| 2021 | +0.57% | +2.96% | +3.43% | +4.37% | +1.57% | +1.99% | -1.02% | +2.49% | -3.06% | +3.95% | -2.75% | +3.83% | +19.52% |
| 2020 | +0.74% | -9.37% | -20.57% | +8.92% | +5.01% | +1.80% | +3.87% | +3.78% | -1.73% | -2.64% | +14.22% | +4.42% | +3.88% |
| 2019 | +10.63% | +2.51% | +1.28% | +2.50% | -3.44% | +4.81% | +1.68% | -1.37% | +2.55% | +0.58% | +1.96% | +2.06% | +28.25% |
| 2018 | +1.32% | -2.14% | -1.00% | +1.24% | +1.13% | +0.34% | +1.91% | +1.66% | -0.55% | -6.94% | +0.66% | -7.18% | -9.64% |
| 2017 | +3.01% | +2.20% | +0.27% | +2.90% | +0.93% | +0.38% | +2.30% | -0.55% | +2.18% | +0.31% | -0.59% | +1.42% | +15.71% |
Drawdown analysis of FCEF (FIRST TRUST INCOME OPPORTUNITIES ETF)
The maximum drawdown for the FCEF was -44.80%, occurring on Mar 18, 2020. Recovery took 204 trading sessions.
The current FCEF drawdown is -0.56%.
Since Sep 29, 2016 FCEF has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -44.80% | Feb 19, 2020 | 20 | Mar 18, 2020 | 204 | Jan 7, 2021 | 224 |
| -25.29% | Sep 7, 2021 | 279 | Oct 14, 2022 | 438 | Jul 16, 2024 | 717 |
| -17.77% | Aug 29, 2018 | 80 | Dec 24, 2018 | 70 | Apr 5, 2019 | 150 |
| -12.40% | Feb 18, 2025 | 34 | Apr 7, 2025 | 39 | Jun 3, 2025 | 73 |
| -7.03% | Mar 2, 2026 | 20 | Mar 30, 2026 | 22 | Apr 30, 2026 | 42 |
| -6.94% | Oct 10, 2016 | 19 | Nov 4, 2016 | 41 | Jan 5, 2017 | 60 |
| -6.90% | Jan 26, 2018 | 10 | Feb 9, 2018 | 113 | Jul 24, 2018 | 123 |
| -5.39% | Dec 5, 2024 | 10 | Dec 19, 2024 | 30 | Feb 5, 2025 | 40 |
| -4.87% | Jul 12, 2021 | 5 | Jul 19, 2021 | 18 | Aug 12, 2021 | 23 |
| -4.52% | Jul 31, 2024 | 3 | Aug 5, 2024 | 10 | Aug 19, 2024 | 13 |
| -4.06% | May 6, 2019 | 19 | Jun 3, 2019 | 11 | Jun 18, 2019 | 30 |
| -3.94% | Jul 16, 2019 | 21 | Aug 14, 2019 | 21 | Sep 13, 2019 | 42 |
| -3.57% | Oct 13, 2017 | 23 | Nov 15, 2017 | 29 | Dec 28, 2017 | 52 |
| -3.55% | Aug 1, 2017 | 7 | Aug 10, 2017 | 26 | Sep 18, 2017 | 33 |
| -3.23% | Feb 12, 2021 | 14 | Mar 5, 2021 | 6 | Mar 15, 2021 | 20 |
| -2.96% | Oct 8, 2025 | 31 | Nov 20, 2025 | 4 | Nov 26, 2025 | 35 |
| -2.86% | May 3, 2021 | 7 | May 12, 2021 | 8 | May 24, 2021 | 15 |
| -2.57% | Mar 1, 2017 | 6 | Mar 9, 2017 | 22 | Apr 10, 2017 | 28 |
| -2.22% | Jun 15, 2021 | 3 | Jun 18, 2021 | 9 | Jul 1, 2021 | 12 |
| -2.16% | Nov 11, 2024 | 4 | Nov 15, 2024 | 8 | Nov 27, 2024 | 12 |
| -2.09% | Oct 18, 2024 | 11 | Nov 4, 2024 | 4 | Nov 8, 2024 | 15 |
| -2.01% | Jan 21, 2021 | 6 | Jan 29, 2021 | 2 | Feb 2, 2021 | 8 |
| -1.98% | Sep 19, 2019 | 13 | Oct 8, 2019 | 12 | Oct 24, 2019 | 25 |
| -1.94% | Jan 22, 2020 | 7 | Jan 31, 2020 | 3 | Feb 5, 2020 | 10 |
| -1.92% | Nov 28, 2025 | 13 | Dec 17, 2025 | 8 | Dec 30, 2025 | 21 |