Performance analysis of FTC (First Trust Large Capital Growth AlphaDEX Fund)
Annual Return
Over the past 3 years, FTC has had an average annual return of +25.63%, outperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, FTC has had an average annual return of +13.08%, underperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, FTC has had an average annual return of +14.86%, underperforming the benchmark SPY, which returned +15.53% annual.
Since May 11, 2007, FTC has had an average annual return of +10.76%, underperforming the benchmark SPY, which returned +10.87% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +17.29% | +15.89% | +26.60% | +20.72% | -23.28% | +24.43% | +33.32% | +28.07% | -6.03% | +25.32% | +2.59% | +4.31% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| +14.33% | +37.79% | +10.94% | -2.86% | +23.60% | +28.85% | -40.62% | +2.58% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.50% | +0.82% | -5.74% | +11.21% | +7.47% | +1.74% | +17.29% | ||||||
| 2025 | +5.45% | -3.15% | -6.91% | +1.23% | +7.71% | +5.45% | +3.30% | +0.48% | +2.61% | +1.75% | -2.21% | +0.02% | +15.89% |
| 2024 | +1.89% | +7.76% | +2.50% | -5.36% | +3.07% | +1.94% | +0.46% | +3.43% | +3.32% | +1.14% | +11.55% | -6.59% | +26.60% |
| 2023 | +4.47% | -3.49% | +1.23% | +0.42% | -1.15% | +9.82% | +2.80% | -2.05% | -5.02% | -3.80% | +11.43% | +5.83% | +20.72% |
| 2022 | -12.23% | -1.58% | +2.80% | -9.85% | +0.30% | -8.51% | +9.98% | -3.12% | -8.61% | +9.35% | +4.50% | -6.15% | -23.28% |
| 2021 | +0.12% | +2.17% | -1.22% | +5.78% | -0.09% | +6.37% | +2.71% | +4.30% | -5.54% | +8.14% | -1.19% | +1.31% | +24.43% |
| 2020 | +1.87% | -6.60% | -13.27% | +13.70% | +9.03% | +3.26% | +6.97% | +5.50% | -2.84% | -1.83% | +11.63% | +5.02% | +33.32% |
| 2019 | +9.30% | +4.95% | +2.08% | +3.24% | -4.96% | +7.14% | +1.56% | -0.77% | -1.08% | +0.49% | +2.59% | +1.24% | +28.07% |
| 2018 | +7.41% | -1.96% | -0.94% | -0.41% | +4.31% | -0.38% | +1.48% | +4.93% | +0.24% | -11.31% | +0.88% | -8.85% | -6.03% |
| 2017 | +3.41% | +3.16% | +0.70% | +1.31% | +2.46% | +0.69% | +1.70% | +0.87% | +2.06% | +3.71% | +2.62% | +0.18% | +25.32% |
Drawdown analysis of FTC (First Trust Large Capital Growth AlphaDEX Fund)
The maximum drawdown for the FTC was -54.05%, occurring on Mar 9, 2009. Recovery took 964 trading sessions.
Since May 11, 2007 FTC 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: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.05% | Oct 11, 2007 | 353 | Mar 9, 2009 | 964 | Jan 4, 2013 | 1317 |
| -34.66% | Feb 19, 2020 | 23 | Mar 23, 2020 | 74 | Jul 8, 2020 | 97 |
| -31.18% | Nov 16, 2021 | 147 | Jun 17, 2022 | 428 | Mar 4, 2024 | 575 |
| -24.68% | Sep 14, 2018 | 69 | Dec 24, 2018 | 121 | Jun 19, 2019 | 190 |
| -21.41% | Feb 18, 2025 | 35 | Apr 8, 2025 | 55 | Jun 27, 2025 | 90 |
| -15.06% | Aug 5, 2015 | 128 | Feb 8, 2016 | 101 | Jul 1, 2016 | 229 |
| -13.32% | Feb 12, 2021 | 15 | Mar 8, 2021 | 68 | Jun 14, 2021 | 83 |
| -12.10% | Jul 19, 2007 | 20 | Aug 16, 2007 | 35 | Oct 5, 2007 | 55 |
| -10.36% | Jan 6, 2026 | 57 | Mar 30, 2026 | 10 | Apr 14, 2026 | 67 |
| -9.67% | Jan 26, 2018 | 9 | Feb 8, 2018 | 20 | Mar 9, 2018 | 29 |
| -9.14% | Sep 2, 2020 | 15 | Sep 24, 2020 | 12 | Oct 12, 2020 | 27 |
| -9.14% | Sep 5, 2014 | 26 | Oct 13, 2014 | 14 | Oct 31, 2014 | 40 |
| -8.91% | Oct 27, 2025 | 18 | Nov 20, 2025 | 30 | Jan 6, 2026 | 48 |
| -8.76% | Jul 16, 2024 | 14 | Aug 5, 2024 | 19 | Aug 30, 2024 | 33 |
| -8.48% | Mar 27, 2024 | 16 | Apr 19, 2024 | 53 | Jul 8, 2024 | 69 |
| -8.31% | Jul 29, 2016 | 68 | Nov 3, 2016 | 66 | Feb 9, 2017 | 134 |
| -8.25% | Sep 3, 2021 | 20 | Oct 4, 2021 | 15 | Oct 25, 2021 | 35 |
| -7.84% | Oct 13, 2020 | 13 | Oct 30, 2020 | 4 | Nov 5, 2020 | 17 |
| -7.83% | Mar 12, 2018 | 14 | Apr 2, 2018 | 43 | Jun 1, 2018 | 57 |
| -7.77% | Dec 6, 2024 | 23 | Jan 13, 2025 | 24 | Feb 18, 2025 | 47 |
| -7.25% | Mar 6, 2014 | 26 | Apr 11, 2014 | 36 | Jun 4, 2014 | 62 |
| -6.40% | May 17, 2013 | 25 | Jun 24, 2013 | 12 | Jul 11, 2013 | 37 |
| -6.39% | Jul 26, 2019 | 6 | Aug 5, 2019 | 81 | Nov 27, 2019 | 87 |
| -6.22% | Jan 10, 2014 | 15 | Feb 3, 2014 | 8 | Feb 13, 2014 | 23 |
| -6.12% | Nov 6, 2020 | 2 | Nov 10, 2020 | 13 | Nov 30, 2020 | 15 |