Performance analysis of FKU (FIRST TRUST UNITED KINGDOM ALPHADEX FUND)
Annual Return
Over the past 3 years, FKU has had an average annual return of +21.18%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, FKU has had an average annual return of +7.44%, underperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, FKU has had an average annual return of +7.12%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Feb 27, 2012, FKU has had an average annual return of +7.39%, underperforming the benchmark SPY, which returned +14.74% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.39% | +37.96% | +8.04% | +20.58% | -24.06% | +20.54% | -6.09% | +32.86% | -16.20% | +25.80% | -16.59% | +4.75% |
| 2014 | 2013 | 2012 | |||||||||
| -6.10% | +30.88% | +11.93% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.77% | +3.82% | -9.62% | +5.16% | +1.60% | +0.34% | +6.39% | ||||||
| 2025 | +3.50% | +3.17% | -1.15% | +5.92% | +7.88% | +3.67% | -2.19% | +3.35% | +2.96% | -0.84% | +0.65% | +6.23% | +37.96% |
| 2024 | -3.24% | +1.38% | +5.55% | -2.51% | +6.95% | -2.04% | +4.39% | +2.59% | +3.13% | -5.35% | +0.68% | -2.91% | +8.04% |
| 2023 | +10.04% | -0.84% | -1.71% | +4.23% | -5.75% | +1.73% | +6.12% | -3.99% | -3.50% | -4.47% | +12.27% | +6.68% | +20.58% |
| 2022 | -4.64% | -5.56% | -2.26% | -5.07% | -1.09% | -10.94% | +6.18% | -10.53% | -8.27% | +4.74% | +14.70% | -1.43% | -24.06% |
| 2021 | -1.54% | +7.75% | +4.80% | +4.79% | +4.32% | -2.74% | +0.34% | +2.02% | -5.93% | +3.19% | -3.33% | +6.14% | +20.54% |
| 2020 | -4.49% | -11.36% | -31.32% | +15.86% | +5.42% | +1.91% | +2.67% | +7.42% | -3.90% | -3.67% | +16.49% | +9.13% | -6.09% |
| 2019 | +11.43% | +3.70% | -0.69% | +2.94% | -6.68% | +4.52% | -2.61% | -4.46% | +6.24% | +5.59% | +4.42% | +5.78% | +32.86% |
| 2018 | +5.29% | -3.86% | -0.50% | +3.66% | +1.88% | -2.01% | -1.68% | -3.29% | +0.89% | -8.83% | -3.76% | -4.49% | -16.20% |
| 2017 | +2.56% | +1.10% | +3.13% | +5.72% | +1.88% | -2.68% | +4.30% | -0.74% | +2.94% | +2.37% | -0.95% | +3.86% | +25.80% |
Drawdown analysis of FKU (FIRST TRUST UNITED KINGDOM ALPHADEX FUND)
The maximum drawdown for the FKU was -54.39%, occurring on Mar 18, 2020. Recovery took 230 trading sessions.
The current FKU drawdown is -4.53%.
Since Feb 27, 2012 FKU has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.39% | Dec 16, 2019 | 63 | Mar 18, 2020 | 230 | Feb 16, 2021 | 293 |
| -41.79% | Jun 1, 2021 | 335 | Sep 28, 2022 | 474 | Aug 19, 2024 | 809 |
| -31.81% | May 21, 2015 | 277 | Jun 27, 2016 | 396 | Jan 23, 2018 | 673 |
| -25.92% | Jun 11, 2018 | 136 | Dec 24, 2018 | 246 | Dec 16, 2019 | 382 |
| -19.65% | Feb 28, 2014 | 159 | Oct 15, 2014 | 144 | May 13, 2015 | 303 |
| -14.25% | Feb 25, 2026 | 17 | Mar 20, 2026 | Ongoing | Ongoing | Ongoing |
| -14.18% | Mar 16, 2012 | 55 | Jun 5, 2012 | 67 | Sep 10, 2012 | 122 |
| -13.36% | Sep 27, 2024 | 130 | Apr 7, 2025 | 10 | Apr 22, 2025 | 140 |
| -10.68% | Jan 24, 2018 | 12 | Feb 9, 2018 | 67 | May 17, 2018 | 79 |
| -9.58% | May 21, 2013 | 23 | Jun 24, 2013 | 16 | Jul 17, 2013 | 39 |
| -6.86% | Jan 22, 2014 | 8 | Feb 3, 2014 | 7 | Feb 12, 2014 | 15 |
| -6.19% | Oct 3, 2025 | 34 | Nov 20, 2025 | 13 | Dec 10, 2025 | 47 |
| -5.46% | Mar 1, 2012 | 3 | Mar 6, 2012 | 8 | Mar 16, 2012 | 11 |
| -4.85% | Sep 18, 2013 | 15 | Oct 9, 2013 | 6 | Oct 17, 2013 | 21 |
| -4.48% | Nov 1, 2012 | 11 | Nov 16, 2012 | 13 | Dec 6, 2012 | 24 |
| -4.42% | Aug 9, 2013 | 15 | Aug 30, 2013 | 6 | Sep 10, 2013 | 21 |
| -4.25% | Feb 24, 2021 | 2 | Feb 26, 2021 | 9 | Mar 11, 2021 | 11 |
| -4.21% | May 22, 2018 | 4 | May 29, 2018 | 9 | Jun 11, 2018 | 13 |
| -3.98% | Aug 22, 2025 | 6 | Sep 2, 2025 | 20 | Sep 30, 2025 | 26 |
| -3.84% | Oct 22, 2013 | 21 | Nov 20, 2013 | 6 | Nov 29, 2013 | 27 |
| -3.74% | Jul 23, 2025 | 5 | Jul 30, 2025 | 11 | Aug 14, 2025 | 16 |
| -3.64% | Feb 19, 2013 | 5 | Feb 26, 2013 | 30 | Apr 10, 2013 | 35 |
| -3.48% | Apr 12, 2013 | 4 | Apr 18, 2013 | 5 | Apr 25, 2013 | 9 |
| -3.32% | Aug 26, 2024 | 8 | Sep 6, 2024 | 6 | Sep 16, 2024 | 14 |
| -3.31% | Jan 29, 2026 | 5 | Feb 5, 2026 | 4 | Feb 11, 2026 | 9 |