Performance analysis of FMHI (FIRST TRUST MUNICIPAL HIGH INCOME ETF)
Annual Return
Over the past 3 years, FMHI has had an average annual return of +5.50%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, FMHI has had an average annual return of +0.89%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Nov 3, 2017, FMHI has had an average annual return of +3.20%, underperforming the benchmark SPY, which returned +15.06% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.57% | +3.54% | +5.41% | +7.20% | -14.67% | +7.58% | +4.08% | +10.34% | +2.50% | +1.08% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.57% | +1.52% | -1.79% | +1.35% | +0.65% | +0.29% | +2.57% | ||||||
| 2025 | +0.75% | +0.97% | -1.70% | -1.51% | -0.49% | +0.74% | -1.03% | +0.71% | +3.16% | +1.52% | +0.23% | +0.22% | +3.54% |
| 2024 | +0.88% | +0.44% | +0.72% | -1.23% | +0.80% | +1.75% | +1.38% | +0.50% | +1.35% | -1.29% | +1.52% | -1.48% | +5.41% |
| 2023 | +3.46% | -2.37% | +1.27% | +0.37% | -0.16% | +1.23% | +0.11% | -0.84% | -2.63% | -1.87% | +5.62% | +3.13% | +7.20% |
| 2022 | -3.05% | -1.03% | -4.23% | -4.17% | +0.71% | -3.07% | +3.74% | -2.10% | -5.08% | -1.63% | +5.06% | -0.36% | -14.67% |
| 2021 | +1.76% | -0.75% | +1.33% | +1.46% | +1.17% | +1.18% | +1.12% | -0.18% | -1.06% | -0.32% | +1.22% | +0.45% | +7.58% |
| 2020 | +1.84% | +1.72% | -10.40% | -3.22% | +3.90% | +3.85% | +2.36% | +0.32% | -0.04% | +0.31% | +2.24% | +2.01% | +4.08% |
| 2019 | +0.95% | +0.68% | +1.85% | +0.53% | +1.85% | +0.49% | +0.90% | +2.11% | -0.39% | +0.28% | +0.31% | +0.35% | +10.34% |
| 2018 | -0.39% | -0.17% | +0.20% | +0.70% | +0.74% | +0.22% | +0.65% | +0.63% | -0.96% | -0.70% | +0.84% | +0.73% | +2.50% |
| 2017 | +0.37% | +0.71% | +1.08% |
Drawdown analysis of FMHI (FIRST TRUST MUNICIPAL HIGH INCOME ETF)
The maximum drawdown for the FMHI was -18.83%, occurring on Oct 27, 2022. Recovery took 800 trading sessions.
The current FMHI drawdown is -0.02%.
Since Nov 3, 2017 FMHI has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -18.83% | Dec 30, 2021 | 208 | Oct 27, 2022 | 800 | Jan 7, 2026 | 1008 |
| -16.66% | Mar 6, 2020 | 11 | Mar 23, 2020 | 188 | Dec 17, 2020 | 199 |
| -2.35% | Feb 26, 2026 | 18 | Mar 24, 2026 | 45 | May 28, 2026 | 63 |
| -1.96% | Jul 19, 2021 | 70 | Oct 26, 2021 | 45 | Dec 30, 2021 | 115 |
| -1.92% | Feb 12, 2021 | 8 | Feb 25, 2021 | 29 | Apr 8, 2021 | 37 |
| -1.83% | Aug 31, 2018 | 41 | Oct 30, 2018 | 38 | Dec 26, 2018 | 79 |
| -1.75% | Feb 22, 2018 | 11 | Mar 9, 2018 | 40 | May 7, 2018 | 51 |
| -1.74% | Jan 3, 2018 | 32 | Feb 20, 2018 | 2 | Feb 22, 2018 | 34 |
| -1.40% | Aug 30, 2019 | 10 | Sep 16, 2019 | 16 | Oct 8, 2019 | 26 |
| -1.03% | Dec 7, 2017 | 1 | Dec 8, 2017 | 16 | Jan 3, 2018 | 17 |
| -0.80% | Oct 8, 2019 | 22 | Nov 7, 2019 | 13 | Nov 26, 2019 | 35 |
| -0.62% | Apr 11, 2019 | 4 | Apr 17, 2019 | 1 | Apr 18, 2019 | 5 |
| -0.60% | Jul 31, 2018 | 7 | Aug 9, 2018 | 2 | Aug 13, 2018 | 9 |
| -0.52% | May 7, 2018 | 6 | May 15, 2018 | 8 | May 25, 2018 | 14 |
| -0.49% | Aug 23, 2018 | 4 | Aug 29, 2018 | 2 | Aug 31, 2018 | 6 |
| -0.48% | Jan 14, 2026 | 3 | Jan 20, 2026 | 9 | Feb 2, 2026 | 12 |
| -0.43% | Jul 16, 2018 | 8 | Jul 26, 2018 | 3 | Jul 31, 2018 | 11 |
| -0.41% | May 23, 2019 | 1 | May 24, 2019 | 2 | May 29, 2019 | 3 |
| -0.41% | Nov 20, 2017 | 5 | Nov 28, 2017 | 7 | Dec 7, 2017 | 12 |
| -0.40% | Jun 19, 2018 | 3 | Jun 22, 2018 | 1 | Jun 25, 2018 | 4 |
| -0.39% | Dec 11, 2019 | 1 | Dec 12, 2019 | 3 | Dec 17, 2019 | 4 |
| -0.37% | Dec 17, 2019 | 1 | Dec 18, 2019 | 5 | Dec 26, 2019 | 6 |
| -0.36% | Jul 10, 2018 | 1 | Jul 11, 2018 | 1 | Jul 12, 2018 | 2 |
| -0.36% | Nov 7, 2017 | 4 | Nov 13, 2017 | 4 | Nov 17, 2017 | 8 |
| -0.35% | May 31, 2018 | 6 | Jun 8, 2018 | 7 | Jun 19, 2018 | 13 |