Performance analysis of FSGS (First Trust Small Cap US Equity Select ETF)
Annual Return
Over the past 3 years, FSGS has had an average annual return of +7.07%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, FSGS has had an average annual return of +2.18%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Jun 22, 2017, FSGS has had an average annual return of +6.88%, underperforming the benchmark SPY, which returned +15.26% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.28% | +2.41% | +6.38% | +15.96% | -13.17% | +25.55% | +10.27% | +21.31% | -11.92% | +10.39% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.90% | -1.06% | -4.80% | +4.96% | +0.80% | -0.26% | +1.28% | ||||||
| 2025 | +2.80% | -6.31% | -4.48% | +0.55% | +6.03% | +1.75% | +2.57% | +3.60% | -0.93% | -2.75% | +1.30% | -1.06% | +2.41% |
| 2024 | -3.41% | +2.49% | +1.80% | -6.20% | +4.56% | -1.87% | +10.70% | -1.21% | +0.65% | -2.65% | +10.40% | -7.29% | +6.38% |
| 2023 | +11.25% | -1.12% | -4.47% | -2.28% | -3.16% | +7.89% | +4.98% | -4.21% | -5.20% | -5.25% | +7.93% | +10.85% | +15.96% |
| 2022 | -4.45% | +0.44% | +1.60% | -7.04% | +2.15% | -8.84% | +11% | -5.32% | -11.69% | +12.76% | +4.58% | -5.99% | -13.17% |
| 2021 | +2.45% | +10.21% | +4.09% | +2.22% | +3.29% | -1.61% | -1.31% | +0.37% | -1.77% | +2.61% | -2.33% | +5.47% | +25.55% |
| 2020 | -4.63% | -9.61% | -22.26% | +15.21% | +2.11% | +3.37% | +2.82% | +4.18% | -3.93% | +2.97% | +19.03% | +7.28% | +10.27% |
| 2019 | +11.43% | +4.18% | -2.90% | +2.80% | -8.49% | +6.81% | +1.15% | -5.67% | +4.84% | +2.12% | +1.66% | +3.14% | +21.31% |
| 2018 | +1.48% | -3.64% | -0.13% | +2.29% | +4.08% | +1.76% | +0.86% | +3.75% | -2.51% | -8.44% | +1.38% | -12.09% | -11.92% |
| 2017 | +1.62% | -0.80% | -1.93% | +7.83% | +0.33% | +3.43% | -0.21% | +10.39% |
Drawdown analysis of FSGS (First Trust Small Cap US Equity Select ETF)
The maximum drawdown for the FSGS was -43.25%, occurring on Mar 18, 2020. Recovery took 175 trading sessions.
The current FSGS drawdown is -4.72%.
Since Jun 22, 2017 FSGS has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.25% | Aug 31, 2018 | 387 | Mar 18, 2020 | 175 | Nov 24, 2020 | 562 |
| -24.07% | Nov 25, 2024 | 90 | Apr 8, 2025 | Ongoing | Ongoing | Ongoing |
| -23.77% | Nov 5, 2021 | 226 | Sep 30, 2022 | 448 | Jul 16, 2024 | 674 |
| -10.17% | Jan 23, 2018 | 13 | Feb 9, 2018 | 69 | May 21, 2018 | 82 |
| -9.32% | Jun 8, 2021 | 28 | Jul 19, 2021 | 76 | Nov 3, 2021 | 104 |
| -8.66% | Jul 30, 2024 | 4 | Aug 5, 2024 | 51 | Oct 16, 2024 | 55 |
| -7.94% | Mar 12, 2021 | 8 | Mar 24, 2021 | 31 | May 7, 2021 | 39 |
| -5.66% | Jan 14, 2021 | 10 | Jan 29, 2021 | 6 | Feb 8, 2021 | 16 |
| -5.47% | Aug 1, 2017 | 13 | Aug 18, 2017 | 22 | Sep 20, 2017 | 35 |
| -4.10% | May 7, 2021 | 3 | May 12, 2021 | 13 | Jun 1, 2021 | 16 |
| -3.89% | Oct 17, 2024 | 10 | Oct 31, 2024 | 4 | Nov 6, 2024 | 14 |
| -3.77% | Nov 11, 2024 | 4 | Nov 15, 2024 | 6 | Nov 25, 2024 | 10 |
| -3.51% | Oct 20, 2017 | 18 | Nov 15, 2017 | 4 | Nov 21, 2017 | 22 |
| -3.39% | Nov 24, 2020 | 3 | Nov 30, 2020 | 4 | Dec 4, 2020 | 7 |
| -3.25% | Feb 24, 2021 | 2 | Feb 26, 2021 | 6 | Mar 8, 2021 | 8 |
| -2.48% | Jun 20, 2018 | 6 | Jun 28, 2018 | 5 | Jul 6, 2018 | 11 |
| -2.39% | Nov 29, 2017 | 11 | Dec 14, 2017 | 5 | Dec 21, 2017 | 16 |
| -2.13% | Jul 9, 2018 | 25 | Aug 13, 2018 | 5 | Aug 20, 2018 | 30 |
| -2.03% | Jul 17, 2024 | 2 | Jul 19, 2024 | 2 | Jul 23, 2024 | 4 |
| -1.72% | Dec 17, 2020 | 3 | Dec 22, 2020 | 2 | Dec 24, 2020 | 5 |
| -1.67% | Jul 23, 2024 | 1 | Jul 24, 2024 | 2 | Jul 26, 2024 | 3 |
| -1.65% | Dec 24, 2020 | 5 | Jan 4, 2021 | 1 | Jan 5, 2021 | 6 |
| -1.34% | Feb 16, 2021 | 2 | Feb 18, 2021 | 1 | Feb 19, 2021 | 3 |
| -1.14% | Nov 6, 2024 | 1 | Nov 7, 2024 | 2 | Nov 11, 2024 | 3 |
| -0.94% | Jan 12, 2021 | 1 | Jan 13, 2021 | 1 | Jan 14, 2021 | 2 |