Performance analysis of FCVT (FIRST TRUST SSI STRATEGIC CONVERTIBLE SECURITIES ETF)
Annual Return
Over the past 3 years, FCVT has had an average annual return of +21.37%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, FCVT has had an average annual return of +7.57%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, FCVT has had an average annual return of +12.35%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 4, 2015, FCVT has had an average annual return of +11.59%, underperforming the benchmark SPY, which returned +14.70% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +25.61% | +19.60% | +11.92% | +7.12% | -20.86% | +4.11% | +51.01% | +22.31% | -2.28% | +12.66% | +7.99% | -1.96% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.21% | +0.38% | -3.42% | +12.13% | +7.61% | +1.11% | +25.61% | ||||||
| 2025 | +2.89% | -3.01% | -4.26% | +1.34% | +4.69% | +5.58% | +2.50% | +1.89% | +5.97% | +3.88% | -1.95% | -0.88% | +19.60% |
| 2024 | -1.71% | +1.62% | +2.77% | -3.14% | +2.18% | +0.77% | +0.62% | +2.62% | +2.41% | +0.08% | +8.15% | -4.49% | +11.92% |
| 2023 | +3.41% | -1.92% | -0.34% | -1.79% | -0.35% | +4.98% | +2.33% | -3.56% | -3.24% | -5.09% | +7.24% | +6.14% | +7.12% |
| 2022 | -7.83% | +0.16% | +2.57% | -8.12% | -3.46% | -6.99% | +5.29% | +0.61% | -6.41% | +3.04% | +2.33% | -3.10% | -20.86% |
| 2021 | +2.71% | +4.64% | -4.36% | +2.79% | -2.34% | +2.62% | -1.32% | +2.11% | -1.99% | +2.86% | -3.25% | +0.04% | +4.11% |
| 2020 | +2.69% | -3.48% | -12.51% | +12.54% | +6.17% | +4.28% | +8.79% | +8.59% | -3.55% | +0.37% | +13.32% | +7.85% | +51.01% |
| 2019 | +6.73% | +3.62% | +0.30% | +2.63% | -2.89% | +3.87% | +2.30% | -1.69% | -0.67% | +1.67% | +3.49% | +1.34% | +22.31% |
| 2018 | +3.51% | -1.66% | +0.72% | -0.49% | +3.67% | -0.94% | +0.17% | +4.20% | -0.49% | -6.53% | +0.73% | -4.63% | -2.28% |
| 2017 | +1.54% | +1.59% | +0.97% | +1.34% | +1.85% | -0.27% | +2.52% | +0.16% | +1.17% | +1.65% | +0.30% | -0.79% | +12.66% |
Drawdown analysis of FCVT (FIRST TRUST SSI STRATEGIC CONVERTIBLE SECURITIES ETF)
The maximum drawdown for the FCVT was -31.85%, occurring on Oct 27, 2023. Recovery took 468 trading sessions.
The current FCVT drawdown is -1.20%.
Since Nov 4, 2015 FCVT has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.85% | Feb 12, 2021 | 681 | Oct 27, 2023 | 468 | Sep 11, 2025 | 1149 |
| -29.90% | Feb 19, 2020 | 23 | Mar 23, 2020 | 53 | Jun 8, 2020 | 76 |
| -20.07% | Apr 20, 2016 | 10 | May 4, 2016 | 359 | Oct 5, 2017 | 369 |
| -14.24% | Sep 4, 2018 | 77 | Dec 24, 2018 | 59 | Mar 21, 2019 | 136 |
| -12.96% | Nov 17, 2015 | 59 | Feb 12, 2016 | 46 | Apr 20, 2016 | 105 |
| -8.47% | Jan 28, 2026 | 42 | Mar 30, 2026 | 7 | Apr 9, 2026 | 49 |
| -8.16% | Sep 1, 2020 | 4 | Sep 8, 2020 | 24 | Oct 12, 2020 | 28 |
| -7.44% | Nov 3, 2025 | 13 | Nov 20, 2025 | 30 | Jan 6, 2026 | 43 |
| -6.83% | Jan 23, 2018 | 12 | Feb 8, 2018 | 20 | Mar 9, 2018 | 32 |
| -5.09% | Oct 13, 2020 | 14 | Nov 2, 2020 | 3 | Nov 5, 2020 | 17 |
| -4.97% | Mar 12, 2018 | 14 | Apr 2, 2018 | 41 | May 30, 2018 | 55 |
| -4.70% | Jun 8, 2020 | 3 | Jun 11, 2020 | 7 | Jun 22, 2020 | 10 |
| -4.68% | Jan 20, 2021 | 5 | Jan 27, 2021 | 6 | Feb 4, 2021 | 11 |
| -4.57% | Jul 26, 2019 | 47 | Oct 2, 2019 | 34 | Nov 19, 2019 | 81 |
| -4.52% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -3.96% | Jun 20, 2018 | 5 | Jun 27, 2018 | 42 | Aug 27, 2018 | 47 |
| -3.54% | Nov 6, 2020 | 2 | Nov 10, 2020 | 7 | Nov 19, 2020 | 9 |
| -3.54% | May 3, 2019 | 20 | Jun 3, 2019 | 12 | Jun 19, 2019 | 32 |
| -3.37% | Aug 5, 2020 | 4 | Aug 11, 2020 | 4 | Aug 17, 2020 | 8 |
| -2.91% | Nov 24, 2017 | 8 | Dec 6, 2017 | 22 | Jan 9, 2018 | 30 |
| -2.88% | Jul 20, 2020 | 4 | Jul 24, 2020 | 4 | Jul 30, 2020 | 8 |
| -2.75% | Oct 15, 2025 | 5 | Oct 22, 2025 | 3 | Oct 27, 2025 | 8 |
| -2.58% | Jul 10, 2020 | 2 | Jul 14, 2020 | 3 | Jul 17, 2020 | 5 |
| -2.49% | Jun 23, 2020 | 4 | Jun 29, 2020 | 2 | Jul 1, 2020 | 6 |
| -2.30% | Mar 21, 2019 | 4 | Mar 27, 2019 | 10 | Apr 10, 2019 | 14 |