Performance analysis of FNX (FIRST TRUST MID CAP CORE ALPHADEX FUND)
Annual Return
Over the past 3 years, FNX has had an average annual return of +17.10%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, FNX has had an average annual return of +8.37%, underperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, FNX has had an average annual return of +11.92%, underperforming the benchmark SPY, which returned +15.53% annual.
Since May 10, 2007, FNX has had an average annual return of +9.52%, underperforming the benchmark SPY, which returned +10.92% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +12.02% | +9.87% | +12.20% | +20.38% | -13.57% | +25.04% | +16.03% | +26.97% | -11.23% | +17.66% | +18.69% | -8.11% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| +5.51% | +37.89% | +14.73% | +0.84% | +26.63% | +46.80% | -36.46% | -5.40% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.11% | +2.60% | -5.37% | +8.07% | +1.19% | +0.38% | +12.02% | ||||||
| 2025 | +4.22% | -4.62% | -5.04% | -3.79% | +5.66% | +3.91% | +1.96% | +5.76% | +1.42% | -0.81% | +1.75% | -0.16% | +9.87% |
| 2024 | -2.74% | +6.16% | +5.28% | -6.50% | +4.72% | -1.92% | +7.25% | -0.27% | +1.35% | -1.82% | +9.87% | -8.08% | +12.20% |
| 2023 | +10.34% | -2.94% | -4.05% | -0.49% | -2.89% | +11.04% | +4.82% | -3.43% | -5.29% | -6.20% | +9.48% | +10.90% | +20.38% |
| 2022 | -6.19% | +0.69% | +1.18% | -5.95% | +2.38% | -11.25% | +10.63% | -3.12% | -10.15% | +11.21% | +4.75% | -5.67% | -13.57% |
| 2021 | +2.17% | +6.62% | +3.73% | +4.52% | +0.91% | +1.33% | -0.86% | +2.86% | -3.95% | +5.27% | -3.49% | +4.04% | +25.04% |
| 2020 | -2.90% | -9.44% | -24.20% | +16.86% | +7.81% | +3.14% | +3.57% | +4.80% | -2.35% | +2.13% | +15.78% | +6.89% | +16.03% |
| 2019 | +12.47% | +4.63% | -1.40% | +4.20% | -8.21% | +7.54% | +1.42% | -5.13% | +2.46% | +2.07% | +3.58% | +2.07% | +26.97% |
| 2018 | +3.24% | -4.05% | +0.50% | -0.92% | +5.15% | +0.74% | +1.72% | +4.56% | -1.50% | -10.08% | +1.91% | -11.51% | -11.23% |
| 2017 | +1.82% | +2.23% | -0.29% | +0.55% | -1.35% | +2.31% | +1.25% | -0.38% | +3.85% | +2.49% | +3.38% | +0.65% | +17.66% |
Drawdown analysis of FNX (FIRST TRUST MID CAP CORE ALPHADEX FUND)
The maximum drawdown for the FNX was -57.12%, occurring on Mar 6, 2009. Recovery took 285 trading sessions.
The current FNX drawdown is -0.59%.
Since May 10, 2007 FNX has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 7 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.12% | Jul 12, 2007 | 416 | Mar 6, 2009 | 285 | Apr 23, 2010 | 701 |
| -43.95% | Feb 20, 2020 | 22 | Mar 23, 2020 | 161 | Nov 9, 2020 | 183 |
| -26.44% | Jul 7, 2011 | 61 | Oct 3, 2011 | 111 | Mar 13, 2012 | 172 |
| -25.52% | Aug 29, 2018 | 80 | Dec 24, 2018 | 246 | Dec 16, 2019 | 326 |
| -24.96% | Nov 25, 2024 | 90 | Apr 8, 2025 | 107 | Sep 11, 2025 | 197 |
| -24.43% | Nov 8, 2021 | 221 | Sep 26, 2022 | 310 | Dec 19, 2023 | 531 |
| -23.73% | Apr 15, 2015 | 209 | Feb 11, 2016 | 197 | Nov 21, 2016 | 406 |
| -18.35% | Apr 23, 2010 | 50 | Jul 6, 2010 | 86 | Nov 4, 2010 | 136 |
| -13.12% | Mar 26, 2012 | 48 | Jun 4, 2012 | 72 | Sep 14, 2012 | 120 |
| -12.69% | Jul 1, 2014 | 72 | Oct 13, 2014 | 53 | Dec 29, 2014 | 125 |
| -9.48% | Jan 23, 2018 | 12 | Feb 8, 2018 | 80 | Jun 5, 2018 | 92 |
| -9.24% | Feb 10, 2026 | 27 | Mar 20, 2026 | 19 | Apr 17, 2026 | 46 |
| -8.23% | Sep 14, 2012 | 42 | Nov 15, 2012 | 22 | Dec 18, 2012 | 64 |
| -8.07% | Apr 29, 2011 | 30 | Jun 13, 2011 | 17 | Jul 7, 2011 | 47 |
| -8.02% | Jul 31, 2024 | 3 | Aug 5, 2024 | 32 | Sep 19, 2024 | 35 |
| -7.59% | Mar 28, 2024 | 14 | Apr 18, 2024 | 60 | Jul 16, 2024 | 74 |
| -7.55% | Oct 27, 2025 | 18 | Nov 20, 2025 | 10 | Dec 5, 2025 | 28 |
| -7.54% | Jan 22, 2014 | 8 | Feb 3, 2014 | 17 | Feb 27, 2014 | 25 |
| -7.04% | Jun 8, 2021 | 28 | Jul 19, 2021 | 17 | Aug 11, 2021 | 45 |
| -6.50% | May 21, 2013 | 23 | Jun 24, 2013 | 12 | Jul 11, 2013 | 35 |
| -6.49% | Mar 15, 2021 | 7 | Mar 24, 2021 | 15 | Apr 15, 2021 | 22 |
| -6.31% | Dec 29, 2014 | 12 | Jan 15, 2015 | 20 | Feb 13, 2015 | 32 |
| -5.87% | Aug 1, 2013 | 22 | Sep 3, 2013 | 11 | Sep 18, 2013 | 33 |
| -5.83% | Apr 2, 2014 | 7 | Apr 11, 2014 | 37 | Jun 5, 2014 | 44 |
| -5.42% | May 7, 2021 | 3 | May 12, 2021 | 13 | Jun 1, 2021 | 16 |