Performance analysis of FDL (FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND)
Annual Return
Over the past 3 years, FDL has had an average annual return of +18.19%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, FDL has had an average annual return of +13.96%, outperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, FDL has had an average annual return of +10.90%, underperforming the benchmark SPY, which returned +14.91% annual.
Since Mar 15, 2006, FDL has had an average annual return of +8.85%, underperforming the benchmark SPY, which returned +10.93% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +16.71% | +14.78% | +17.97% | +2.92% | +6.66% | +26.05% | -4.40% | +24.40% | -5.96% | +12.02% | +20.70% | +2.63% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |||
| +13.20% | +22.65% | +9.10% | +14.42% | +16.14% | +13.30% | -31.03% | -11.06% | +18.40% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.91% | +7% | +0.00899% | -0.24% | -1.32% | -1.76% | +4.50% | +16.71% | |||||
| 2025 | +3.16% | +5.66% | -0.18% | -5.29% | +1.65% | +1.22% | +0.93% | +5.44% | -1.62% | -1.50% | +3.51% | +1.42% | +14.78% |
| 2024 | +0.62% | +0.86% | +6.61% | -3.46% | +4.07% | -0.62% | +7.14% | +2.39% | +1.76% | +0.24% | +4.52% | -6.62% | +17.97% |
| 2023 | +3.83% | -4.00% | -1.69% | +1.01% | -7.45% | +3.87% | +5.73% | -3.25% | -2.85% | -3.53% | +6.98% | +5.47% | +2.92% |
| 2022 | +2.25% | -0.74% | +4.51% | -2.30% | +6.12% | -8.67% | +4.06% | -2.18% | -9.28% | +12.54% | +5.28% | -2.94% | +6.66% |
| 2021 | -1.32% | +4.55% | +7.96% | +3.79% | +1.27% | -2.51% | +0.91% | +1.70% | -2.99% | +3.12% | -2.10% | +9.89% | +26.05% |
| 2020 | -5.22% | -10.20% | -18.45% | +12.14% | +1.56% | +1.19% | +4.45% | +2.23% | -2.63% | -0.42% | +12.18% | +2.92% | -4.40% |
| 2019 | +4.66% | +4.07% | +2.43% | +1.36% | -5.27% | +6.69% | +0.82% | -3.59% | +5.52% | +1.09% | +2.65% | +2.27% | +24.40% |
| 2018 | +1.46% | -5.80% | -1.05% | -0.11% | +1.03% | +1.28% | +3.04% | -0.07% | +2.08% | -3.05% | +4.01% | -8.22% | -5.96% |
| 2017 | +0.85% | +4.36% | -0.63% | -1.08% | +0.74% | -1.20% | +1.35% | -0.88% | +3.45% | -0.76% | +3.82% | +1.60% | +12.02% |
Drawdown analysis of FDL (FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND)
The maximum drawdown for the FDL was -65.91%, occurring on Mar 5, 2009. Recovery took 996 trading sessions.
The current FDL drawdown is -0.76%.
Since Mar 15, 2006 FDL has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -65.91% | May 22, 2007 | 450 | Mar 5, 2009 | 996 | Feb 19, 2013 | 1446 |
| -41.40% | Dec 23, 2019 | 61 | Mar 23, 2020 | 231 | Feb 22, 2021 | 292 |
| -16.45% | May 27, 2022 | 86 | Sep 30, 2022 | 84 | Feb 1, 2023 | 170 |
| -14.67% | Feb 13, 2023 | 178 | Oct 27, 2023 | 47 | Jan 5, 2024 | 225 |
| -13.30% | Jan 26, 2018 | 229 | Dec 24, 2018 | 53 | Mar 13, 2019 | 282 |
| -12.24% | Feb 28, 2025 | 27 | Apr 8, 2025 | 58 | Jul 2, 2025 | 85 |
| -11.18% | Jan 22, 2015 | 149 | Aug 25, 2015 | 41 | Oct 22, 2015 | 190 |
| -8.90% | Nov 29, 2024 | 14 | Dec 19, 2024 | 40 | Feb 20, 2025 | 54 |
| -7.05% | Jul 26, 2019 | 22 | Aug 27, 2019 | 10 | Sep 11, 2019 | 32 |
| -6.20% | May 10, 2021 | 48 | Jul 19, 2021 | 105 | Dec 15, 2021 | 153 |
| -6.05% | May 15, 2013 | 27 | Jun 24, 2013 | 20 | Jul 23, 2013 | 47 |
| -5.83% | Dec 29, 2015 | 14 | Jan 20, 2016 | 18 | Feb 16, 2016 | 32 |
| -5.82% | Apr 20, 2022 | 7 | Apr 29, 2022 | 19 | May 26, 2022 | 26 |
| -5.55% | Feb 20, 2007 | 9 | Mar 5, 2007 | 29 | Apr 16, 2007 | 38 |
| -5.46% | Mar 28, 2024 | 12 | Apr 16, 2024 | 19 | May 13, 2024 | 31 |
| -5.27% | Apr 30, 2019 | 22 | May 31, 2019 | 14 | Jun 20, 2019 | 36 |
| -5.17% | Aug 2, 2013 | 21 | Sep 3, 2013 | 35 | Oct 22, 2013 | 56 |
| -5.07% | Jul 16, 2014 | 65 | Oct 16, 2014 | 11 | Oct 31, 2014 | 76 |
| -5.04% | Sep 7, 2016 | 42 | Nov 4, 2016 | 22 | Dec 7, 2016 | 64 |
| -4.85% | Jan 14, 2022 | 27 | Feb 24, 2022 | 6 | Mar 4, 2022 | 33 |
| -4.71% | Dec 3, 2014 | 8 | Dec 15, 2014 | 6 | Dec 23, 2014 | 14 |
| -4.34% | Jul 30, 2024 | 4 | Aug 5, 2024 | 14 | Aug 23, 2024 | 18 |
| -4.29% | Mar 1, 2017 | 55 | May 18, 2017 | 84 | Sep 18, 2017 | 139 |
| -4.27% | Aug 22, 2025 | 34 | Oct 10, 2025 | 34 | Nov 28, 2025 | 68 |
| -4.24% | Jun 12, 2026 | 5 | Jun 22, 2026 | 17 | Jul 16, 2026 | 22 |