Performance analysis of FGD (FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND)
Annual Return
Over the past 3 years, FGD has had an average annual return of +21.76%, outperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, FGD has had an average annual return of +12.17%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, FGD has had an average annual return of +9.96%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 27, 2007, FGD has had an average annual return of +6.07%, underperforming the benchmark SPY, which returned +11.33% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +13.94% | +44.43% | +5.67% | +8.15% | -7.25% | +20.77% | -5.43% | +20.66% | -12.48% | +17.87% | +11.92% | -10.14% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| -1.79% | +17.57% | +16.13% | -2.55% | +12.49% | +60.11% | -50.20% | +2.70% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.72% | +6.03% | -5.56% | +5.14% | +0.77% | -3.91% | +5.72% | +13.94% | |||||
| 2025 | +2.52% | +2.86% | +3.64% | +3.31% | +5.72% | +6.07% | +0.54% | +4.91% | +0.57% | +0.98% | +4.10% | +2.31% | +44.43% |
| 2024 | -0.98% | +0.45% | +2.93% | -1.14% | +4.77% | -2.99% | +4.62% | +3.54% | +2.13% | -3.82% | +1.58% | -4.96% | +5.67% |
| 2023 | +7.77% | -3.84% | -2.45% | +2.22% | -5.84% | +3.68% | +4.01% | -4.13% | -2.50% | -2.70% | +6.89% | +6.02% | +8.15% |
| 2022 | +2.51% | -1.90% | +0.70% | -5.36% | +3.33% | -10.54% | +1.52% | -4.22% | -10.74% | +5.45% | +13.86% | +0.47% | -7.25% |
| 2021 | +1.19% | +7.65% | +5.75% | +2.71% | +5.03% | -2.91% | -0.58% | +1.21% | -2.88% | +2.21% | -4.58% | +5.05% | +20.77% |
| 2020 | -2.73% | -9.80% | -25.20% | +7.67% | +3.38% | +3.11% | +0.67% | +3.81% | -3.79% | +0.05% | +18.79% | +5.08% | -5.43% |
| 2019 | +7.09% | +1.79% | -1.75% | +3.65% | -5.92% | +4.29% | -2.13% | -3.15% | +6.09% | +4.19% | +1.63% | +4.03% | +20.66% |
| 2018 | +5.08% | -6.07% | -1.13% | +2.50% | -2.98% | -0.77% | +2.87% | -1.34% | +0.92% | -5.93% | +0.88% | -6.51% | -12.48% |
| 2017 | +3.29% | +0.72% | +1.66% | +1.23% | +1.66% | +0.94% | +2.57% | -0.79% | +2.22% | -0.39% | +1.09% | +2.43% | +17.87% |
Drawdown analysis of FGD (FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND)
The maximum drawdown for the FGD was -68.07%, occurring on Mar 9, 2009. Recovery took 1040 trading sessions.
Since Nov 27, 2007 FGD has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 5 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -68.07% | Nov 29, 2007 | 319 | Mar 9, 2009 | 1040 | Apr 25, 2013 | 1359 |
| -44.85% | Feb 12, 2020 | 27 | Mar 23, 2020 | 206 | Jan 14, 2021 | 233 |
| -28.67% | Feb 9, 2022 | 169 | Oct 12, 2022 | 398 | May 14, 2024 | 567 |
| -28.08% | Jul 3, 2014 | 389 | Jan 20, 2016 | 377 | Jul 19, 2017 | 766 |
| -20.87% | Jan 26, 2018 | 229 | Dec 24, 2018 | 285 | Feb 12, 2020 | 514 |
| -11.50% | Mar 19, 2025 | 14 | Apr 8, 2025 | 11 | Apr 24, 2025 | 25 |
| -10.80% | May 8, 2013 | 32 | Jun 24, 2013 | 54 | Sep 10, 2013 | 86 |
| -9.82% | Feb 20, 2026 | 20 | Mar 20, 2026 | 80 | Jul 16, 2026 | 100 |
| -9.10% | Jun 7, 2021 | 124 | Dec 1, 2021 | 28 | Jan 11, 2022 | 152 |
| -8.98% | Sep 26, 2024 | 72 | Jan 10, 2025 | 38 | Mar 7, 2025 | 110 |
| -6.40% | May 17, 2024 | 19 | Jun 14, 2024 | 31 | Jul 31, 2024 | 50 |
| -6.14% | Jan 14, 2021 | 10 | Jan 29, 2021 | 11 | Feb 16, 2021 | 21 |
| -5.66% | Dec 31, 2013 | 22 | Feb 3, 2014 | 10 | Feb 18, 2014 | 32 |
| -5.37% | Jul 31, 2024 | 3 | Aug 5, 2024 | 10 | Aug 19, 2024 | 13 |
| -4.95% | Oct 29, 2013 | 31 | Dec 12, 2013 | 11 | Dec 30, 2013 | 42 |
| -4.61% | Jul 23, 2025 | 7 | Aug 1, 2025 | 8 | Aug 13, 2025 | 15 |
| -4.22% | Jan 14, 2022 | 8 | Jan 27, 2022 | 9 | Feb 9, 2022 | 17 |
| -4.19% | Nov 12, 2025 | 6 | Nov 20, 2025 | 4 | Nov 26, 2025 | 10 |
| -3.75% | Sep 15, 2025 | 19 | Oct 10, 2025 | 10 | Oct 24, 2025 | 29 |
| -2.95% | Aug 27, 2024 | 9 | Sep 10, 2024 | 7 | Sep 19, 2024 | 16 |
| -2.59% | Mar 17, 2021 | 5 | Mar 24, 2021 | 7 | Apr 5, 2021 | 12 |
| -2.51% | Feb 24, 2021 | 2 | Feb 26, 2021 | 5 | Mar 5, 2021 | 7 |
| -2.43% | Sep 18, 2013 | 14 | Oct 8, 2013 | 3 | Oct 11, 2013 | 17 |
| -2.36% | Aug 7, 2017 | 8 | Aug 17, 2017 | 16 | Sep 11, 2017 | 24 |
| -2.35% | Oct 13, 2017 | 23 | Nov 15, 2017 | 17 | Dec 11, 2017 | 40 |