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Performance analysis of FDT (FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND)

Annual Return

Over the past 3 years, FDT has had an average annual return of +30.09%, outperforming the benchmark SPY, which returned +22.45% annual.

Over the past 5 years, FDT has had an average annual return of +12.55%, underperforming the benchmark SPY, which returned +13.88% annual.

Over the past 10 years, FDT has had an average annual return of +10.90%, underperforming the benchmark SPY, which returned +15.44% annual.

Since Apr 19, 2011, FDT has had an average annual return of +7.29%, underperforming the benchmark SPY, which returned +14.24% annual.

202620252024202320222021202020192018201720162015
+25.51%+52.21%+6.95%+15.01%-19.52%+11.40%+4.27%+16.82%-19.97%+34.40%+2.99%+0.26%
2014201320122011
-6.49%+18.63%+15.83%-20.80%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+9.91%+11.40%-10.30%+9.33%+6.01%-1.42%+25.51%
2025+3.12%+3.35%+1.24%+4.76%+7.31%+6.51%+1.14%+4.79%+3.99%+2.36%+1.97%+2.42%+52.21%
2024-0.70%+3%+4.86%-2.75%+5.21%-2.59%+3.60%+0.44%+1.08%-3.21%+1.04%-2.74%+6.95%
2023+9.22%-3.17%+0.84%+0.79%-4.21%+6.73%+6.41%-4.05%-3.66%-4.78%+6.94%+4.47%+15.01%
2022-4.22%-2.07%+1.80%-7.22%+3.13%-12.29%+3.43%-3.69%-11.89%+5.15%+11.02%-1.98%-19.52%
2021+0.41%+1.63%+4.62%+3.33%+4.42%-2.48%+0.57%+0.75%-3.43%+1.65%-4.48%+4.38%+11.40%
2020-4.33%-8.06%-18.54%+8.89%+6.71%+2.18%+3.66%+5.62%-1.99%-3.95%+12.15%+6.04%+4.27%
2019+9.77%+0.60%+0.65%+0.98%-6.95%+6.64%-2.41%-3.15%+3.23%+2.54%+1.51%+3.29%+16.82%
2018+5.63%-4.17%-0.40%-0.51%+0.62%-3.92%+1.17%-2.09%+0.42%-11.96%-0.23%-5.54%-19.97%
2017+5.10%+2.22%+3.04%+2.55%+3.45%+0.28%+4.10%+0.90%+2.12%+2.32%+1.06%+2.90%+34.40%

Drawdown analysis of FDT (FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND)

The maximum drawdown for the FDT was -46.10%, occurring on Mar 23, 2020. Recovery took 268 trading sessions.

The current FDT drawdown is -1.59%.

Since Apr 19, 2011 FDT has experienced the following drawdowns:

  • 40% or more: 1 time
  • 30% or more: 3 times
  • 20% or more: 4 times
  • 10% or more: 7 times
DepthStartTo BottomBottomTo RecoverEndTotal
-46.10%Jan 26, 2018541Mar 23, 2020268Apr 15, 2021809
-33.26%May 2, 2011108Oct 4, 2011491Sep 18, 2013599
-33.22%Jun 7, 2021330Sep 27, 2022502Sep 26, 2024832
-22.94%May 21, 2015183Feb 11, 2016275Mar 16, 2017458
-14.71%Jul 3, 201473Oct 16, 2014145May 15, 2015218
-14.29%Mar 19, 202513Apr 7, 202514Apr 28, 202527
-13.40%Feb 27, 202621Mar 30, 202626May 6, 202647
-7.92%Sep 26, 202459Dec 19, 202438Feb 18, 202597
-7.30%Jan 15, 201412Feb 3, 201414Feb 24, 201426
-5.09%May 13, 20264May 19, 20264May 26, 20268
-4.79%Mar 6, 201411Mar 21, 20148Apr 2, 201419
-4.50%Nov 12, 20256Nov 20, 20255Nov 28, 202511
-4.19%Apr 2, 20149Apr 15, 201432Jun 2, 201441
-3.92%Oct 22, 201331Dec 5, 201317Dec 31, 201348
-3.63%Oct 6, 20254Oct 10, 202511Oct 27, 202515
-3.62%May 7, 20213May 12, 202111May 27, 202114
-3.51%Sep 18, 201314Oct 8, 20137Oct 17, 201321
-2.90%Jul 23, 20257Aug 1, 20253Aug 6, 202510
-2.64%Jan 29, 20262Feb 2, 20264Feb 6, 20266
-2.60%Nov 2, 20179Nov 15, 20175Nov 22, 201714
-2.56%Mar 7, 20252Mar 11, 20254Mar 17, 20256
-2.45%Aug 7, 20174Aug 11, 201714Aug 31, 201718
-2.32%Jun 2, 201723Jul 6, 20175Jul 13, 201728
-2.19%Nov 24, 20178Dec 6, 20178Dec 18, 201716
-2.06%Dec 11, 20254Dec 17, 20253Dec 22, 20257