Performance analysis of FSZ (FIRST TRUST SWITZERLAND ALPHADEX FUND)
Annual Return
Over the past 3 years, FSZ has had an average annual return of +11.47%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, FSZ has had an average annual return of +6.26%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, FSZ has had an average annual return of +10.06%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Feb 16, 2012, FSZ has had an average annual return of +9.32%, underperforming the benchmark SPY, which returned +14.53% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +4.11% | +30.08% | -1.84% | +21.29% | -20.20% | +20.16% | +13.81% | +25.90% | -15.20% | +31.30% | +3.78% | +6.54% |
| 2014 | 2013 | 2012 | |||||||||
| -6.13% | +30.08% | +8.63% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.45% | +3.71% | -7.05% | +2.05% | +2.94% | -0.58% | -0.04% | +4.11% | |||||
| 2025 | +5.66% | +1.56% | +0.55% | +6.33% | +5.70% | +2.08% | +0.80% | +2.39% | -2.69% | +0.26% | +0.85% | +3.48% | +30.08% |
| 2024 | -3.99% | +0.22% | +1.79% | -5.41% | +8.51% | +0.16% | +3.26% | +4.04% | +1.76% | -5.47% | -0.94% | -4.77% | -1.84% |
| 2023 | +8.20% | -1.53% | +4.43% | +4.04% | -5.03% | +1.83% | +4.70% | -2.51% | -5.88% | -3.93% | +10.86% | +5.89% | +21.29% |
| 2022 | -5.93% | -4.19% | +0.64% | -6.76% | -5.47% | -4.86% | +4.61% | -6.87% | -9.44% | +5.99% | +10.35% | +1.69% | -20.20% |
| 2021 | +0.23% | +0.65% | +1.84% | +3.75% | +5.48% | -1.20% | +5.39% | +1.17% | -7.20% | +6.10% | -2.11% | +5.27% | +20.16% |
| 2020 | -1.58% | -7.64% | -14.67% | +6.97% | +5.40% | +4.98% | +3.15% | +7.45% | -0.55% | -4.64% | +11.36% | +5.91% | +13.81% |
| 2019 | +7.54% | +0.68% | +1.40% | +4.22% | -3.45% | +8.03% | -4.85% | -2.36% | +2.29% | +3.84% | +2.18% | +4.63% | +25.90% |
| 2018 | +5.99% | -5.08% | -1.17% | -0.80% | -0.52% | -0.94% | +2.69% | +1.24% | -3.05% | -8.15% | -2.77% | -3.09% | -15.20% |
| 2017 | +4.04% | +2% | +3.59% | +5.28% | +5.54% | -0.60% | +2.25% | +0.70% | +2.29% | +0.12% | +0.60% | +1.93% | +31.30% |
Drawdown analysis of FSZ (FIRST TRUST SWITZERLAND ALPHADEX FUND)
The maximum drawdown for the FSZ was -34.03%, occurring on Oct 12, 2022. Recovery took 448 trading sessions.
The current FSZ drawdown is -3.18%.
Since Feb 16, 2012 FSZ has experienced the following drawdowns:
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.03% | Dec 29, 2021 | 198 | Oct 12, 2022 | 448 | Jul 26, 2024 | 646 |
| -33.97% | Jan 22, 2020 | 37 | Mar 16, 2020 | 119 | Sep 2, 2020 | 156 |
| -24.00% | Jan 26, 2018 | 229 | Dec 24, 2018 | 257 | Jan 2, 2020 | 486 |
| -19.04% | May 2, 2014 | 448 | Feb 11, 2016 | 245 | Feb 1, 2017 | 693 |
| -17.37% | Mar 19, 2012 | 54 | Jun 5, 2012 | 71 | Sep 14, 2012 | 125 |
| -13.93% | Sep 27, 2024 | 130 | Apr 7, 2025 | 14 | Apr 28, 2025 | 144 |
| -10.39% | Feb 25, 2026 | 17 | Mar 20, 2026 | Ongoing | Ongoing | Ongoing |
| -8.29% | Oct 12, 2020 | 12 | Oct 28, 2020 | 7 | Nov 6, 2020 | 19 |
| -7.65% | May 8, 2013 | 32 | Jun 24, 2013 | 14 | Jul 15, 2013 | 46 |
| -7.63% | Sep 2, 2021 | 18 | Sep 29, 2021 | 25 | Nov 3, 2021 | 43 |
| -7.43% | Oct 17, 2012 | 20 | Nov 16, 2012 | 13 | Dec 6, 2012 | 33 |
| -7.18% | Jul 23, 2025 | 85 | Nov 20, 2025 | 23 | Dec 24, 2025 | 108 |
| -5.65% | Feb 16, 2021 | 14 | Mar 8, 2021 | 19 | Apr 5, 2021 | 33 |
| -5.29% | Mar 15, 2013 | 22 | Apr 17, 2013 | 9 | Apr 30, 2013 | 31 |
| -5.03% | Nov 15, 2021 | 8 | Nov 26, 2021 | 22 | Dec 29, 2021 | 30 |
| -4.91% | Aug 8, 2013 | 16 | Aug 30, 2013 | 12 | Sep 18, 2013 | 28 |
| -4.72% | Jan 23, 2014 | 7 | Feb 3, 2014 | 6 | Feb 11, 2014 | 13 |
| -4.70% | Sep 2, 2020 | 16 | Sep 25, 2020 | 10 | Oct 9, 2020 | 26 |
| -4.48% | Sep 14, 2012 | 8 | Sep 26, 2012 | 15 | Oct 17, 2012 | 23 |
| -4.20% | Apr 16, 2021 | 18 | May 12, 2021 | 7 | May 21, 2021 | 25 |
| -4.07% | Apr 9, 2014 | 4 | Apr 15, 2014 | 9 | Apr 29, 2014 | 13 |
| -4.00% | Jun 12, 2025 | 5 | Jun 20, 2025 | 5 | Jun 27, 2025 | 10 |
| -3.69% | Mar 1, 2012 | 4 | Mar 7, 2012 | 6 | Mar 15, 2012 | 10 |
| -3.66% | Jan 22, 2021 | 5 | Jan 29, 2021 | 7 | Feb 9, 2021 | 12 |
| -3.56% | Jun 16, 2021 | 22 | Jul 19, 2021 | 5 | Jul 26, 2021 | 27 |