Performance analysis of FDEU (First Trust Dynamic Europe Equity Income Fund)
Annual Return
Over the past 3 years, FDEU has had an average annual return of +1.18%, underperforming the benchmark SPY, which returned +7.14% annual.
Over the past 5 years, FDEU has had an average annual return of +2.19%, underperforming the benchmark SPY, which returned +4.61% annual.
Over the past 10 years, FDEU has had an average annual return of +4.91%, underperforming the benchmark SPY, which returned +12.79% annual.
Since Sep 25, 2015, FDEU has had an average annual return of +2.30%, underperforming the benchmark SPY, which returned +13.04% annual.
| 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +18.67% | -9.62% | +19.03% | -13.86% | +31.07% | -26.72% | +33.22% | -0.90% | -13.68% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | +12.04% | -4.73% | +7.68% | +4.19% | -4.42% | +5% | +4.27% | -3.33% | -4.61% | -0.80% | +3.54% | +18.67% | |
| 2022 | +2.19% | -5.81% | +0.17% | -3.74% | +1.67% | -8.61% | +3.52% | -6.40% | -10.08% | +8.74% | +10.92% | -0.28% | -9.62% |
| 2021 | -0.27% | +4.89% | +4.43% | +2.53% | +6.34% | -1.83% | +1.12% | +1.56% | -5.15% | +3.20% | -6.84% | +8.68% | +19.03% |
| 2020 | +0.12% | -14.87% | -26.07% | +12.11% | -0.08% | +3.29% | +0.38% | +3.21% | -4.55% | -7.11% | +22.22% | +5.25% | -13.86% |
| 2019 | +13.23% | +3.79% | -0.90% | +4.15% | -10.62% | +7.76% | +1.45% | -6.21% | +4.48% | +9.37% | +1.37% | +1.79% | +31.07% |
| 2018 | +5.83% | -4.88% | -3.31% | -0.78% | -4.99% | -2.76% | +2.38% | -2.75% | +0.45% | -10.33% | +1.50% | -9.78% | -26.72% |
| 2017 | +4.73% | +4.06% | +4.35% | +4.27% | +8.63% | -1.82% | +2.67% | -2.02% | +5.94% | -1.39% | -0.95% | +1.19% | +33.22% |
Drawdown analysis of FDEU (First Trust Dynamic Europe Equity Income Fund)
The maximum drawdown for the FDEU was -53.76%, occurring on Mar 18, 2020. Recovery took 817 trading sessions.
The current FDEU drawdown is -6.12%.
Since Sep 25, 2015 FDEU has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.76% | Jan 26, 2018 | 538 | Mar 18, 2020 | 817 | Jun 15, 2023 | 1355 |
| -29.69% | Oct 5, 2015 | 89 | Feb 11, 2016 | 307 | May 2, 2017 | 396 |
| -11.47% | Jul 26, 2023 | 62 | Oct 23, 2023 | Ongoing | Ongoing | Ongoing |
| -8.24% | Oct 16, 2017 | 22 | Nov 15, 2017 | 33 | Jan 4, 2018 | 55 |
| -5.60% | Jun 9, 2017 | 43 | Aug 10, 2017 | 26 | Sep 18, 2017 | 69 |
| -3.61% | Jun 16, 2023 | 13 | Jul 7, 2023 | 3 | Jul 12, 2023 | 16 |
| -1.00% | May 16, 2017 | 6 | May 24, 2017 | 1 | May 25, 2017 | 7 |
| -0.96% | Jul 13, 2023 | 3 | Jul 18, 2023 | 3 | Jul 21, 2023 | 6 |
| -0.87% | May 30, 2017 | 2 | Jun 1, 2017 | 4 | Jun 7, 2017 | 6 |
| -0.67% | Sep 22, 2017 | 3 | Sep 27, 2017 | 2 | Sep 29, 2017 | 5 |
| -0.38% | May 8, 2017 | 1 | May 9, 2017 | 1 | May 10, 2017 | 2 |
| -0.35% | Jan 24, 2018 | 1 | Jan 25, 2018 | 1 | Jan 26, 2018 | 2 |
| -0.26% | Oct 2, 2017 | 2 | Oct 4, 2017 | 5 | Oct 11, 2017 | 7 |
| -0.25% | Jan 9, 2018 | 1 | Jan 10, 2018 | 1 | Jan 11, 2018 | 2 |
| -0.16% | May 10, 2017 | 1 | May 11, 2017 | 1 | May 12, 2017 | 2 |
| -0.05% | Sep 25, 2015 | 1 | Sep 28, 2015 | 4 | Oct 2, 2015 | 5 |
| -0.05% | Jan 17, 2018 | 1 | Jan 18, 2018 | 2 | Jan 22, 2018 | 3 |