Performance analysis of FPX (FIRST TRUST US EQUITY OPPORTUNITIES ETF)
Annual Return
Over the past 3 years, FPX has had an average annual return of +32.64%, outperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, FPX has had an average annual return of +10.73%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, FPX has had an average annual return of +14.73%, underperforming the benchmark SPY, which returned +15.53% annual.
Since May 24, 2006, FPX has had an average annual return of +13.17%, outperforming the benchmark SPY, which returned +11.41% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +18.94% | +37.63% | +24.75% | +22.26% | -35.11% | +3.69% | +47.87% | +30.37% | -8.34% | +27.03% | +6.72% | +2.28% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |||
| +11.72% | +47.77% | +30.46% | +3.04% | +18.15% | +45.17% | -43.77% | +14.80% | +17.97% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.05% | +1.84% | -4.68% | +14.19% | +7.26% | -0.02% | +18.94% | ||||||
| 2025 | +9.97% | -6.65% | -8.91% | +6.55% | +15.30% | +5.63% | +5.04% | -0.93% | +10.55% | +1.90% | -4.45% | +1.26% | +37.63% |
| 2024 | -2.41% | +9.69% | +3.08% | -6.40% | +0.60% | -0.29% | +0.83% | +3.38% | +6.42% | +1.40% | +15% | -6.91% | +24.75% |
| 2023 | +8.09% | -1.73% | +0.73% | -4.78% | +1.65% | +8.44% | +8.24% | -7.49% | -4.82% | -8.45% | +13.97% | +9.46% | +22.26% |
| 2022 | -13.17% | -0.69% | +3.32% | -11.89% | -4.80% | -10.06% | +9.08% | -0.96% | -8.56% | +7.32% | -0.85% | -8.16% | -35.11% |
| 2021 | +3.68% | +3.55% | -6.12% | +4.07% | -2.41% | +5.34% | -0.49% | +1.68% | -4.26% | +5.93% | -5.43% | -0.91% | +3.69% |
| 2020 | +2.04% | -6.54% | -17.59% | +15.29% | +11.25% | +3.79% | +7.16% | +7.86% | -0.17% | -1.15% | +18.15% | +4.88% | +47.87% |
| 2019 | +11.96% | +4.74% | +2.98% | +2.74% | -4.39% | +6.09% | +2.04% | -0.58% | -3.82% | +1.36% | +3.76% | +0.96% | +30.37% |
| 2018 | +6.58% | -3.19% | -2.49% | +0.04% | +3.05% | +1.33% | -1.01% | +7.03% | -1.72% | -8.48% | +0.15% | -8.62% | -8.34% |
| 2017 | +2.66% | +2.41% | +1.10% | +1.92% | +1.56% | +0.64% | +1.93% | +1.10% | +4% | +3.16% | +2.54% | +1.20% | +27.03% |
Drawdown analysis of FPX (FIRST TRUST US EQUITY OPPORTUNITIES ETF)
The maximum drawdown for the FPX was -56.29%, occurring on Nov 20, 2008. Recovery took 560 trading sessions.
The current FPX drawdown is -0.28%.
Since May 24, 2006 FPX has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 4 times
- 20% or more: 7 times
- 10% or more: 15 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -56.29% | Dec 26, 2007 | 229 | Nov 20, 2008 | 560 | Feb 11, 2011 | 789 |
| -43.14% | Nov 9, 2021 | 495 | Oct 30, 2023 | 317 | Feb 5, 2025 | 812 |
| -36.97% | Feb 19, 2020 | 23 | Mar 23, 2020 | 74 | Jul 8, 2020 | 97 |
| -30.88% | Feb 18, 2025 | 33 | Apr 4, 2025 | 56 | Jun 26, 2025 | 89 |
| -24.12% | Jul 20, 2015 | 143 | Feb 11, 2016 | 247 | Feb 3, 2017 | 390 |
| -23.55% | Aug 29, 2018 | 80 | Dec 24, 2018 | 68 | Apr 3, 2019 | 148 |
| -22.63% | Jul 7, 2011 | 62 | Oct 4, 2011 | 84 | Feb 3, 2012 | 146 |
| -18.69% | Feb 12, 2021 | 62 | May 13, 2021 | 125 | Nov 9, 2021 | 187 |
| -14.36% | Jul 13, 2007 | 24 | Aug 16, 2007 | 91 | Dec 26, 2007 | 115 |
| -12.28% | Oct 29, 2025 | 16 | Nov 20, 2025 | 13 | Dec 10, 2025 | 29 |
| -12.07% | Dec 11, 2025 | 73 | Mar 30, 2026 | 9 | Apr 13, 2026 | 82 |
| -12.04% | Apr 2, 2012 | 43 | Jun 4, 2012 | 71 | Sep 13, 2012 | 114 |
| -10.85% | Sep 11, 2014 | 22 | Oct 13, 2014 | 29 | Nov 21, 2014 | 51 |
| -10.23% | Jan 26, 2018 | 44 | Apr 2, 2018 | 54 | Jun 18, 2018 | 98 |
| -10.22% | Sep 1, 2020 | 4 | Sep 8, 2020 | 21 | Oct 7, 2020 | 25 |
| -9.95% | Mar 6, 2014 | 26 | Apr 11, 2014 | 55 | Jul 1, 2014 | 81 |
| -9.25% | Jul 26, 2019 | 47 | Oct 2, 2019 | 65 | Jan 6, 2020 | 112 |
| -8.19% | Jun 2, 2006 | 8 | Jun 14, 2006 | 13 | Jul 3, 2006 | 21 |
| -8.04% | Jul 3, 2006 | 28 | Aug 11, 2006 | 37 | Oct 4, 2006 | 65 |
| -7.97% | Oct 13, 2020 | 13 | Oct 30, 2020 | 4 | Nov 5, 2020 | 17 |
| -7.67% | Apr 29, 2011 | 33 | Jun 16, 2011 | 14 | Jul 7, 2011 | 47 |
| -6.67% | May 20, 2013 | 24 | Jun 24, 2013 | 12 | Jul 11, 2013 | 36 |
| -6.58% | Feb 21, 2007 | 8 | Mar 5, 2007 | 28 | Apr 13, 2007 | 36 |
| -6.25% | Nov 6, 2020 | 2 | Nov 10, 2020 | 8 | Nov 20, 2020 | 10 |
| -6.12% | Dec 26, 2014 | 13 | Jan 15, 2015 | 19 | Feb 12, 2015 | 32 |