Performance analysis of FDM (FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND)
Annual Return
Over the past 3 years, FDM has had an average annual return of +18.04%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, FDM has had an average annual return of +8.37%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, FDM has had an average annual return of +11.41%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Sep 30, 2005, FDM has had an average annual return of +8.47%, underperforming the benchmark SPY, which returned +11.18% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.48% | +18.64% | +13% | +12.75% | -11.62% | +35.06% | -4.08% | +27.44% | -13.52% | +8.71% | +35.91% | -0.06% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | ||
| +3.26% | +44.12% | +15.74% | -8.65% | +25.57% | +20.05% | -31.91% | -7.37% | +15.89% | +2.51% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.53% | +1.25% | -3.24% | +7.43% | -1.07% | -2.18% | +7.48% | ||||||
| 2025 | +2.48% | -2.03% | -8.74% | -1.46% | +9.08% | +7.51% | -0.84% | +5.72% | +1.21% | -2.83% | +5.74% | +2.77% | +18.64% |
| 2024 | -4.40% | +3.65% | +3.36% | -4.99% | +4.85% | -3.32% | +12.25% | -4.41% | -0.00506% | +0.64% | +13.03% | -6.15% | +13% |
| 2023 | +7.55% | -1.02% | -8.88% | -4.02% | +0.35% | +9.62% | +7.13% | -5.32% | -3.46% | -4.65% | +6.24% | +10.96% | +12.75% |
| 2022 | -6.14% | +1.03% | -0.41% | -7.08% | +1.49% | -7.42% | +11.16% | -4.30% | -9.77% | +13.80% | +4.40% | -6.00% | -11.62% |
| 2021 | +4.98% | +12.15% | +6.83% | -1.11% | +3.21% | +0.79% | -3.60% | +2.33% | -1.39% | +4.01% | -1.96% | +5.24% | +35.06% |
| 2020 | -6.99% | -8.97% | -26.94% | +15.42% | +4.60% | +3.98% | -0.92% | +1.79% | -4.82% | +1.99% | +17.05% | +7.78% | -4.08% |
| 2019 | +10.54% | +5.46% | -5.18% | +2.49% | -7.43% | +7.01% | +1.99% | -6.16% | +6.13% | +1.05% | +3.96% | +6.42% | +27.44% |
| 2018 | +0.21% | -3.47% | +3.23% | +0.89% | +5.82% | +1.07% | +0.71% | +3.04% | -3.10% | -9.10% | -1.46% | -10.89% | -13.52% |
| 2017 | -3.06% | +0.12% | -0.19% | +1.66% | -2.49% | +4.58% | -0.30% | -2.06% | +7.85% | +1.44% | +3.11% | -1.72% | +8.71% |
Drawdown analysis of FDM (FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND)
The maximum drawdown for the FDM was -63.45%, occurring on Mar 9, 2009. Recovery took 994 trading sessions.
The current FDM drawdown is -4.31%.
Since Sep 30, 2005 FDM has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 4 times
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -63.45% | Jul 12, 2007 | 417 | Mar 9, 2009 | 994 | Feb 19, 2013 | 1411 |
| -47.76% | Aug 22, 2018 | 394 | Mar 18, 2020 | 204 | Jan 7, 2021 | 598 |
| -23.75% | Nov 11, 2021 | 370 | May 4, 2023 | 299 | Jul 15, 2024 | 669 |
| -23.46% | Dec 11, 2024 | 79 | Apr 8, 2025 | 58 | Jul 2, 2025 | 137 |
| -17.78% | Jun 23, 2015 | 161 | Feb 11, 2016 | 104 | Jul 12, 2016 | 265 |
| -14.47% | May 5, 2006 | 53 | Jul 21, 2006 | 82 | Nov 15, 2006 | 135 |
| -12.50% | Jul 3, 2014 | 69 | Oct 10, 2014 | 51 | Dec 23, 2014 | 120 |
| -11.32% | Jul 31, 2024 | 5 | Aug 7, 2024 | 64 | Nov 6, 2024 | 69 |
| -10.25% | Mar 15, 2021 | 25 | Apr 20, 2021 | 136 | Nov 1, 2021 | 161 |
| -9.30% | Feb 9, 2026 | 28 | Mar 20, 2026 | 16 | Apr 14, 2026 | 44 |
| -9.29% | Dec 24, 2013 | 28 | Feb 5, 2014 | 18 | Mar 4, 2014 | 46 |
| -8.54% | Jan 4, 2017 | 53 | Mar 22, 2017 | 71 | Jul 3, 2017 | 124 |
| -8.43% | Apr 2, 2014 | 33 | May 20, 2014 | 31 | Jul 3, 2014 | 64 |
| -8.34% | Jan 19, 2018 | 14 | Feb 8, 2018 | 62 | May 9, 2018 | 76 |
| -7.92% | Feb 22, 2007 | 7 | Mar 5, 2007 | 30 | Apr 17, 2007 | 37 |
| -7.07% | Jul 3, 2025 | 20 | Aug 1, 2025 | 15 | Aug 22, 2025 | 35 |
| -7.00% | Sep 18, 2025 | 16 | Oct 10, 2025 | 32 | Nov 25, 2025 | 48 |
| -6.15% | Jul 25, 2013 | 26 | Aug 30, 2013 | 16 | Sep 24, 2013 | 42 |
| -6.11% | Oct 3, 2005 | 7 | Oct 12, 2005 | 21 | Nov 10, 2005 | 28 |
| -5.97% | Mar 15, 2013 | 23 | Apr 18, 2013 | 12 | May 6, 2013 | 35 |
| -5.95% | Jul 25, 2017 | 19 | Aug 21, 2017 | 23 | Sep 22, 2017 | 42 |
| -5.55% | Dec 30, 2014 | 11 | Jan 15, 2015 | 28 | Feb 26, 2015 | 39 |
| -5.20% | May 1, 2026 | 12 | May 19, 2026 | Ongoing | Ongoing | Ongoing |
| -5.19% | Sep 7, 2016 | 42 | Nov 4, 2016 | 3 | Nov 9, 2016 | 45 |
| -4.84% | Apr 28, 2015 | 5 | May 5, 2015 | 31 | Jun 18, 2015 | 36 |