Performance analysis of FTLS (FIRST TRUST LONG/SHORT EQUITY ETF)
Annual Return
Over the past 3 years, FTLS has had an average annual return of +13.36%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, FTLS has had an average annual return of +10.25%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, FTLS has had an average annual return of +9.51%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Sep 10, 2014, FTLS has had an average annual return of +9.01%, underperforming the benchmark SPY, which returned +13.68% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.28% | +9.09% | +18.80% | +16.94% | -5.57% | +19.65% | +2.55% | +16.16% | -4.81% | +14.41% | +6.55% | +4.71% |
| 2014 | |||||||||||
| +5.71% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.03% | -0.65% | -1.17% | +4.87% | +0.81% | -0.51% | +1.85% | +6.28% | |||||
| 2025 | +2.70% | -1.71% | -3.31% | -0.86% | +3.15% | +1.49% | +0.71% | +1.36% | +3.65% | +1.47% | +0.82% | -0.50% | +9.09% |
| 2024 | +3.16% | +3.88% | +2.48% | -3.89% | +3.53% | +2.52% | +0.53% | +1.24% | +0.06% | +0.55% | +3.82% | -0.25% | +18.80% |
| 2023 | +3.01% | -2.09% | +3.35% | +1.63% | -0.72% | +3.37% | +2.43% | -0.85% | -0.47% | -0.36% | +4.46% | +2.24% | +16.94% |
| 2022 | -3.99% | -0.66% | +1.87% | -1.65% | +2.18% | -4.52% | +3.13% | -1.86% | -4.74% | +4.47% | +4.27% | -3.55% | -5.57% |
| 2021 | +2.90% | +1.51% | -0.24% | +3.07% | +2.48% | +1.37% | +0.78% | +1.54% | -2.89% | +4.24% | -0.16% | +3.68% | +19.65% |
| 2020 | +0.65% | -6.63% | -6.54% | +6.01% | +3.42% | -0.19% | +4.95% | +3.24% | -4.13% | -1.89% | +2.59% | +2.07% | +2.55% |
| 2019 | +3.21% | +1.52% | +1.08% | +1.66% | -3.36% | +4.74% | +1.61% | -0.88% | +1.47% | +1.71% | +1.44% | +1.08% | +16.16% |
| 2018 | +3.82% | -3.21% | -1.31% | -0.79% | +1.82% | -0.65% | +1.79% | +2.49% | -0.23% | -4.96% | +0.80% | -4.08% | -4.81% |
| 2017 | -0.50% | +2.31% | -0.67% | +1.67% | +1.29% | +0.64% | +1.19% | -0.58% | +2.43% | +1.85% | +2.74% | +1.23% | +14.41% |
Drawdown analysis of FTLS (FIRST TRUST LONG/SHORT EQUITY ETF)
The maximum drawdown for the FTLS was -20.54%, occurring on Mar 23, 2020. Recovery took 112 trading sessions.
Since Sep 10, 2014 FTLS has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -20.54% | Feb 19, 2020 | 23 | Mar 23, 2020 | 112 | Aug 31, 2020 | 135 |
| -13.38% | Jan 26, 2018 | 229 | Dec 24, 2018 | 183 | Sep 17, 2019 | 412 |
| -11.69% | Jan 23, 2025 | 52 | Apr 8, 2025 | 97 | Aug 27, 2025 | 149 |
| -10.35% | Dec 29, 2021 | 186 | Sep 26, 2022 | 172 | Jun 2, 2023 | 358 |
| -9.26% | Dec 1, 2015 | 49 | Feb 11, 2016 | 114 | Jul 26, 2016 | 163 |
| -8.16% | May 27, 2015 | 63 | Aug 25, 2015 | 64 | Nov 24, 2015 | 127 |
| -7.44% | Sep 2, 2020 | 14 | Sep 23, 2020 | 73 | Jan 7, 2021 | 87 |
| -4.77% | Feb 11, 2021 | 14 | Mar 4, 2021 | 29 | Apr 15, 2021 | 43 |
| -4.44% | Jul 10, 2024 | 18 | Aug 5, 2024 | 16 | Aug 27, 2024 | 34 |
| -4.22% | Mar 28, 2024 | 15 | Apr 19, 2024 | 33 | Jun 6, 2024 | 48 |
| -3.95% | Sep 11, 2023 | 34 | Oct 27, 2023 | 10 | Nov 10, 2023 | 44 |
| -3.91% | Sep 18, 2014 | 22 | Oct 20, 2014 | 6 | Oct 28, 2014 | 28 |
| -3.86% | Aug 18, 2016 | 54 | Nov 3, 2016 | 4 | Nov 9, 2016 | 58 |
| -3.78% | Feb 2, 2026 | 33 | Mar 20, 2026 | 13 | Apr 9, 2026 | 46 |
| -3.46% | Nov 11, 2025 | 7 | Nov 20, 2025 | 23 | Dec 24, 2025 | 30 |
| -3.40% | Oct 2, 2025 | 6 | Oct 10, 2025 | 11 | Oct 27, 2025 | 17 |
| -3.35% | Sep 3, 2021 | 18 | Sep 30, 2021 | 13 | Oct 19, 2021 | 31 |
| -3.34% | Nov 16, 2021 | 10 | Dec 1, 2021 | 17 | Dec 27, 2021 | 27 |
| -3.21% | Aug 27, 2024 | 9 | Sep 10, 2024 | 18 | Oct 4, 2024 | 27 |
| -3.11% | May 7, 2021 | 3 | May 12, 2021 | 8 | May 24, 2021 | 11 |
| -3.08% | Jul 12, 2021 | 5 | Jul 19, 2021 | 5 | Jul 26, 2021 | 10 |
| -3.00% | Dec 17, 2024 | 1 | Dec 18, 2024 | 21 | Jan 22, 2025 | 22 |
| -2.85% | Aug 7, 2023 | 14 | Aug 25, 2023 | 10 | Sep 11, 2023 | 24 |
| -2.83% | Mar 1, 2017 | 31 | Apr 13, 2017 | 7 | Apr 25, 2017 | 38 |
| -2.72% | Dec 29, 2014 | 5 | Jan 6, 2015 | 11 | Jan 22, 2015 | 16 |