Performance analysis of FIXD (FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF)
Annual Return
Over the past 3 years, FIXD has had an average annual return of +3.77%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, FIXD has had an average annual return of -0.71%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Feb 15, 2017, FIXD has had an average annual return of +1.97%, underperforming the benchmark SPY, which returned +14.88% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.29% | +7.94% | +0.75% | +5.71% | -14.99% | -1.07% | +8.99% | +10.52% | -0% | +3.50% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.22% | +1.62% | -2.33% | +0.33% | +0.80% | +0.06% | -0.93% | -0.29% | |||||
| 2025 | +0.64% | +2.47% | -0.00868% | +0.23% | -0.61% | +1.59% | -0.29% | +1.23% | +1.40% | +0.72% | +0.62% | -0.29% | +7.94% |
| 2024 | -0.17% | -1.56% | +0.56% | -3.15% | +2.12% | +0.92% | +2.89% | +1.84% | +1.58% | -3.06% | +1.07% | -2.06% | +0.75% |
| 2023 | +3.88% | -2.89% | +2.65% | +0.64% | -1.25% | -0.53% | +0.03% | -0.78% | -3.01% | -1.88% | +4.93% | +4.21% | +5.71% |
| 2022 | -2.03% | -1.09% | -3.46% | -3.90% | +0.05% | -2.24% | +2.74% | -2.85% | -5.06% | -1.59% | +3.96% | -0.28% | -14.99% |
| 2021 | -0.45% | -1.22% | -1.15% | +0.85% | +0.35% | +0.68% | +1.12% | -0.04% | -0.90% | -0.18% | +0.23% | -0.34% | -1.07% |
| 2020 | +1.98% | +1.58% | -1.32% | +2.38% | +0.99% | +0.92% | +1.84% | -0.67% | -0.13% | -0.25% | +1.22% | +0.18% | +8.99% |
| 2019 | +1.17% | +0.08% | +1.97% | -0.04% | +2.05% | +1.13% | +0.24% | +2.62% | -0.48% | +0.03% | +0.27% | +1.07% | +10.52% |
| 2018 | -1.09% | -1.09% | +0.69% | -0.72% | +0.71% | -0.19% | +0.17% | +0.70% | -0.60% | -0.58% | +0.38% | +1.66% | -0% |
| 2017 | +0.78% | -0.30% | +0.86% | +1.14% | -0.25% | +0.21% | +0.90% | -0.19% | -0.05% | +0% | +0.37% | +3.50% |
Drawdown analysis of FIXD (FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF)
The maximum drawdown for the FIXD was -20.44%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The current FIXD drawdown is -3.99%.
Since Feb 15, 2017 FIXD has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -20.44% | Aug 4, 2021 | 306 | Oct 20, 2022 | Ongoing | Ongoing | Ongoing |
| -8.51% | Mar 9, 2020 | 9 | Mar 20, 2020 | 44 | May 22, 2020 | 53 |
| -3.22% | Jan 4, 2021 | 52 | Mar 19, 2021 | 83 | Jul 19, 2021 | 135 |
| -3.17% | Sep 5, 2017 | 175 | May 16, 2018 | 159 | Jan 3, 2019 | 334 |
| -2.12% | Sep 4, 2019 | 7 | Sep 13, 2019 | 15 | Oct 4, 2019 | 22 |
| -1.53% | Oct 4, 2019 | 25 | Nov 8, 2019 | 24 | Dec 13, 2019 | 49 |
| -1.52% | Feb 24, 2017 | 11 | Mar 13, 2017 | 21 | Apr 11, 2017 | 32 |
| -1.46% | Jun 23, 2017 | 8 | Jul 6, 2017 | 35 | Aug 24, 2017 | 43 |
| -1.29% | Aug 6, 2020 | 60 | Oct 30, 2020 | 40 | Dec 29, 2020 | 100 |
| -0.77% | Jul 3, 2019 | 5 | Jul 11, 2019 | 15 | Aug 1, 2019 | 20 |
| -0.73% | Mar 28, 2019 | 13 | Apr 16, 2019 | 14 | May 7, 2019 | 27 |
| -0.72% | Jun 6, 2017 | 2 | Jun 8, 2017 | 10 | Jun 22, 2017 | 12 |
| -0.57% | Jan 31, 2020 | 3 | Feb 5, 2020 | 10 | Feb 20, 2020 | 13 |
| -0.54% | Dec 13, 2019 | 2 | Dec 17, 2019 | 10 | Jan 2, 2020 | 12 |
| -0.48% | Feb 26, 2019 | 3 | Mar 1, 2019 | 4 | Mar 7, 2019 | 7 |
| -0.48% | Feb 8, 2019 | 3 | Feb 13, 2019 | 3 | Feb 19, 2019 | 6 |
| -0.45% | Jun 7, 2019 | 1 | Jun 10, 2019 | 6 | Jun 18, 2019 | 7 |
| -0.41% | Feb 19, 2019 | 2 | Feb 21, 2019 | 3 | Feb 26, 2019 | 5 |
| -0.39% | Jun 2, 2020 | 2 | Jun 4, 2020 | 3 | Jun 9, 2020 | 5 |
| -0.38% | Jan 3, 2019 | 5 | Jan 10, 2019 | 10 | Jan 25, 2019 | 15 |
| -0.38% | Jan 3, 2020 | 3 | Jan 8, 2020 | 5 | Jan 15, 2020 | 8 |
| -0.37% | Mar 3, 2020 | 1 | Mar 4, 2020 | 1 | Mar 5, 2020 | 2 |
| -0.34% | Apr 19, 2017 | 4 | Apr 25, 2017 | 6 | May 3, 2017 | 10 |
| -0.32% | May 3, 2017 | 5 | May 10, 2017 | 2 | May 12, 2017 | 7 |
| -0.31% | Jul 19, 2021 | 2 | Jul 21, 2021 | 5 | Jul 28, 2021 | 7 |