Performance analysis of FPA (FIRST TRUST ASIA PACIFIC EX-JAPAN ALPHADEX FUND)
Annual Return
Over the past 3 years, FPA has had an average annual return of +22.92%, outperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, FPA has had an average annual return of +10.40%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, FPA has had an average annual return of +8.74%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Apr 20, 2011, FPA has had an average annual return of +6.11%, underperforming the benchmark SPY, which returned +13.97% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +28.59% | +43.18% | +3.89% | +9.94% | -14.55% | +2.95% | +13.43% | +8.91% | -21.89% | +35.81% | +1.36% | +0.12% |
| 2014 | 2013 | 2012 | 2011 | ||||||||
| +2.77% | +3.66% | +24.72% | -24.40% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +16.79% | +14.50% | -12.16% | +17.50% | +11.39% | -5.67% | -11.33% | +28.59% | |||||
| 2025 | +4.73% | -0.80% | +0.43% | +5.93% | +5.94% | +13.16% | +0.08% | +1.71% | +3.37% | +5.70% | -3.57% | +0.75% | +43.18% |
| 2024 | -5.25% | +5.54% | +1.75% | -2.88% | +2.11% | +3.47% | +2.86% | +1.68% | +5.08% | -4.97% | +2.51% | -7.05% | +3.89% |
| 2023 | +8.29% | -6.36% | +4.38% | -1.57% | -3.03% | +4.19% | +9.98% | -7.74% | -4.50% | -8.11% | +8.40% | +8.21% | +9.94% |
| 2022 | -6.16% | +1.96% | +3.95% | -5.23% | +1.35% | -10.97% | +3.11% | -2.94% | -12.54% | +3.13% | +14.96% | -3.19% | -14.55% |
| 2021 | +2.24% | +7.36% | -2.84% | +6.19% | +3.58% | -1.37% | -4.17% | +1.21% | -7.51% | +0.47% | -4.87% | +3.79% | +2.95% |
| 2020 | -3.86% | -11.09% | -18.59% | +11.38% | +3.53% | +7.46% | +4.49% | +7.05% | -2.53% | -2.00% | +13.96% | +8.02% | +13.43% |
| 2019 | +10.95% | +1.95% | -0.70% | -1.71% | -5.85% | +6.64% | -4.16% | -5.61% | +2.84% | +1.17% | +0.47% | +3.91% | +8.91% |
| 2018 | +5.10% | -2.45% | -1.37% | -2.83% | -0.06% | -5.52% | -0.46% | -2.85% | -0.56% | -11.72% | +3.36% | -4.04% | -21.89% |
| 2017 | +6.69% | +3.94% | +3.93% | -1.38% | +6.58% | +0.31% | +3.74% | +0.65% | -1.18% | +3.30% | +1.13% | +3.69% | +35.81% |
Drawdown analysis of FPA (FIRST TRUST ASIA PACIFIC EX-JAPAN ALPHADEX FUND)
The maximum drawdown for the FPA was -52.90%, occurring on Mar 23, 2020. Recovery took 267 trading sessions.
The current FPA drawdown is -18.64%.
Since Apr 20, 2011 FPA has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 3 times
- 20% or more: 5 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -52.90% | Jan 26, 2018 | 541 | Mar 23, 2020 | 267 | Apr 14, 2021 | 808 |
| -37.79% | Jul 26, 2011 | 48 | Oct 3, 2011 | 656 | May 14, 2014 | 704 |
| -35.36% | Jun 2, 2021 | 346 | Oct 14, 2022 | 653 | May 23, 2025 | 999 |
| -24.59% | Apr 28, 2015 | 184 | Jan 20, 2016 | 337 | May 22, 2017 | 521 |
| -21.26% | Jun 1, 2026 | 33 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -15.34% | Feb 26, 2026 | 22 | Mar 30, 2026 | 22 | Apr 30, 2026 | 44 |
| -13.25% | Aug 26, 2014 | 76 | Dec 12, 2014 | 76 | Apr 6, 2015 | 152 |
| -7.07% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -6.98% | Apr 26, 2011 | 41 | Jun 23, 2011 | 9 | Jul 7, 2011 | 50 |
| -6.39% | Nov 3, 2025 | 31 | Dec 17, 2025 | 12 | Jan 6, 2026 | 43 |
| -4.74% | Sep 16, 2025 | 18 | Oct 10, 2025 | 6 | Oct 20, 2025 | 24 |
| -4.41% | Jul 26, 2017 | 12 | Aug 11, 2017 | 21 | Sep 12, 2017 | 33 |
| -4.40% | May 6, 2026 | 1 | May 7, 2026 | 5 | May 14, 2026 | 6 |
| -4.08% | Sep 18, 2017 | 7 | Sep 27, 2017 | 11 | Oct 12, 2017 | 18 |
| -3.79% | May 7, 2021 | 6 | May 17, 2021 | 11 | Jun 2, 2021 | 17 |
| -3.70% | Jun 26, 2025 | 6 | Jul 7, 2025 | 2 | Jul 9, 2025 | 8 |
| -3.59% | Jul 7, 2011 | 3 | Jul 12, 2011 | 7 | Jul 21, 2011 | 10 |
| -3.55% | Jul 22, 2025 | 8 | Aug 1, 2025 | 22 | Sep 3, 2025 | 30 |
| -2.97% | Jan 29, 2026 | 2 | Feb 2, 2026 | 5 | Feb 9, 2026 | 7 |
| -2.97% | Nov 6, 2017 | 7 | Nov 15, 2017 | 5 | Nov 22, 2017 | 12 |
| -2.76% | Jun 16, 2025 | 3 | Jun 20, 2025 | 1 | Jun 23, 2025 | 4 |
| -2.61% | Jun 8, 2017 | 19 | Jul 6, 2017 | 6 | Jul 14, 2017 | 25 |
| -2.57% | Nov 22, 2017 | 10 | Dec 7, 2017 | 7 | Dec 18, 2017 | 17 |
| -2.38% | Apr 28, 2021 | 5 | May 5, 2021 | 1 | May 6, 2021 | 6 |
| -1.79% | May 29, 2025 | 1 | May 30, 2025 | 3 | Jun 4, 2025 | 4 |