Performance analysis of FCFY (FIRST TRUST S&P 500 DIVERSIFIED FREE CASH FLOW ETF)
Annual Return
Since Aug 24, 2023, FCFY has had an average annual return of +14.13%, underperforming the benchmark SPY, which returned +21.87% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.79% | +16.77% | +11.27% | +11.06% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.81% | -1.75% | -4.58% | +6.41% | +5.86% | -5.21% | +3.57% | +1.79% | |||||
| 2025 | +4.84% | -1.96% | -5.62% | -3.35% | +4.76% | +5.89% | +1.98% | +5.07% | +1.46% | -0.36% | +0.22% | +3.43% | +16.77% |
| 2024 | -0.70% | +2.83% | +5.03% | -6.49% | +2.33% | +0.68% | +6.75% | +0.87% | +1.42% | -2.81% | +7.09% | -5.24% | +11.27% |
| 2023 | +2.20% | -3.88% | -3.27% | +8.74% | +7.49% | +11.06% |
Drawdown analysis of FCFY (FIRST TRUST S&P 500 DIVERSIFIED FREE CASH FLOW ETF)
The maximum drawdown for the FCFY was -21.36%, occurring on Apr 8, 2025. Recovery took 58 trading sessions.
The current FCFY drawdown is -3.41%.
Since Aug 24, 2023 FCFY has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -21.36% | Feb 19, 2025 | 34 | Apr 8, 2025 | 58 | Jul 2, 2025 | 92 |
| -11.94% | Jan 6, 2026 | 56 | Mar 27, 2026 | 43 | May 29, 2026 | 99 |
| -8.86% | Sep 1, 2023 | 39 | Oct 27, 2023 | 23 | Nov 30, 2023 | 62 |
| -7.64% | Jun 1, 2026 | 15 | Jun 23, 2026 | Ongoing | Ongoing | Ongoing |
| -7.51% | Mar 28, 2024 | 23 | May 1, 2024 | 51 | Jul 16, 2024 | 74 |
| -7.14% | Jul 31, 2024 | 5 | Aug 7, 2024 | 12 | Aug 23, 2024 | 17 |
| -6.69% | Sep 18, 2025 | 45 | Nov 20, 2025 | 8 | Dec 3, 2025 | 53 |
| -6.33% | Nov 25, 2024 | 17 | Dec 19, 2024 | 26 | Jan 30, 2025 | 43 |
| -4.93% | Jul 23, 2025 | 7 | Aug 1, 2025 | 8 | Aug 13, 2025 | 15 |
| -4.08% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -3.93% | Oct 16, 2024 | 11 | Oct 31, 2024 | 4 | Nov 6, 2024 | 15 |
| -3.06% | Jul 10, 2025 | 3 | Jul 15, 2025 | 5 | Jul 22, 2025 | 8 |
| -2.48% | Jan 30, 2025 | 9 | Feb 12, 2025 | 4 | Feb 19, 2025 | 13 |
| -2.46% | Nov 11, 2024 | 6 | Nov 19, 2024 | 3 | Nov 22, 2024 | 9 |
| -2.40% | Dec 26, 2023 | 14 | Jan 17, 2024 | 9 | Jan 30, 2024 | 23 |
| -2.00% | Jul 16, 2024 | 6 | Jul 24, 2024 | 2 | Jul 26, 2024 | 8 |
| -1.97% | Feb 12, 2024 | 1 | Feb 13, 2024 | 2 | Feb 15, 2024 | 3 |
| -1.93% | Jan 30, 2024 | 4 | Feb 5, 2024 | 5 | Feb 12, 2024 | 9 |
| -1.73% | Dec 19, 2023 | 1 | Dec 20, 2023 | 3 | Dec 26, 2023 | 4 |
| -1.52% | Dec 11, 2025 | 13 | Dec 31, 2025 | 3 | Jan 6, 2026 | 16 |
| -1.47% | Aug 13, 2025 | 5 | Aug 20, 2025 | 2 | Aug 22, 2025 | 7 |
| -1.34% | Sep 30, 2024 | 3 | Oct 3, 2024 | 6 | Oct 11, 2024 | 9 |
| -1.33% | Mar 13, 2024 | 2 | Mar 15, 2024 | 3 | Mar 20, 2024 | 5 |
| -1.31% | Jul 3, 2025 | 1 | Jul 7, 2025 | 3 | Jul 10, 2025 | 4 |
| -1.13% | Mar 21, 2024 | 3 | Mar 26, 2024 | 1 | Mar 27, 2024 | 4 |