Skip to main content

Want a detailed portfolio tracker?

OverviewPerformanceDividendsCorrelations

Performance analysis of FTBI (FIRST TRUST BALANCED INCOME ETF)

Annual Return

Since May 29, 2025, FTBI has had an average annual return of +17.54%, underperforming the benchmark SPY, which returned +26.03% annual.

20262025
+5.81%+11.78%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+2.03%+1.46%-3.47%+4.14%+1.94%-0.28%+5.81%
2025+0.22%+3.17%+0.81%+1.78%+2.64%+0.87%+1.30%+0.45%+11.78%

Drawdown analysis of FTBI (FIRST TRUST BALANCED INCOME ETF)

The maximum drawdown for the FTBI was -5.34%, occurring on Mar 30, 2026. Recovery took 13 trading sessions.

The current FTBI drawdown is -0.86%.

DepthStartTo BottomBottomTo RecoverEndTotal
-5.34%Feb 25, 202623Mar 30, 202613Apr 17, 202636
-2.56%Jun 2, 20266Jun 10, 2026OngoingOngoingOngoing
-2.52%Nov 12, 20256Nov 20, 20254Nov 26, 202510
-1.58%May 6, 20269May 19, 20263May 22, 202612
-1.47%Oct 8, 20252Oct 10, 20256Oct 20, 20258
-1.34%Jan 29, 20265Feb 5, 20261Feb 6, 20266
-1.23%Dec 11, 20254Dec 17, 20254Dec 23, 20258
-1.00%Jan 15, 20262Jan 20, 20262Jan 22, 20264
-0.99%Jul 22, 20258Aug 1, 20255Aug 8, 202513
-0.98%Feb 10, 20262Feb 12, 20268Feb 25, 202610
-0.98%Oct 27, 20254Oct 31, 20258Nov 12, 202512
-0.98%Oct 21, 20251Oct 22, 20253Oct 27, 20254
-0.91%Dec 26, 20253Dec 31, 20253Jan 6, 20266
-0.86%Aug 13, 20254Aug 19, 20253Aug 22, 20257
-0.85%Apr 24, 20263Apr 29, 20264May 5, 20267
-0.63%Jul 10, 20253Jul 15, 20254Jul 21, 20257
-0.61%Jun 12, 20255Jun 20, 20251Jun 23, 20256
-0.58%Aug 28, 20252Sep 2, 20252Sep 4, 20254
-0.47%Sep 11, 20253Sep 16, 20253Sep 19, 20256
-0.37%Jul 3, 20252Jul 8, 20252Jul 10, 20254
-0.34%Apr 20, 20261Apr 21, 20262Apr 23, 20263
-0.31%Sep 22, 20252Sep 24, 20251Sep 25, 20253
-0.30%Sep 25, 20252Sep 29, 20252Oct 1, 20254
-0.29%Jan 6, 20261Jan 7, 20262Jan 9, 20263
-0.28%Jun 26, 20251Jun 27, 20251Jun 30, 20252