Performance analysis of FTRI (FIRST TRUST INDXX GLOBAL NATURAL RESOURCES INCOME ETF)
Annual Return
Over the past 3 years, FTRI has had an average annual return of +16.48%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, FTRI has had an average annual return of +8.21%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, FTRI has had an average annual return of +10.44%, underperforming the benchmark SPY, which returned +15.45% annual.
Since Dec 21, 2015, FTRI has had an average annual return of +10.98%, underperforming the benchmark SPY, which returned +15.29% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +10.98% | +33.60% | -3.94% | +1.51% | +7.61% | +25.21% | -0.82% | +21.93% | -8.33% | +11.77% | +22.13% | +0.78% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +9.84% | +10.66% | -5.91% | -1.43% | -2.48% | +0.95% | +10.98% | ||||||
| 2025 | +4.44% | -0.64% | +6.34% | -0.85% | +3.98% | +5.35% | -0.80% | +6.16% | +1.91% | -2.60% | +3.26% | +3.27% | +33.60% |
| 2024 | -4.61% | -0.08% | +7.47% | +0.44% | +3.32% | -4.47% | +3.93% | -0.45% | +1.70% | -3.25% | +0.92% | -7.93% | -3.94% |
| 2023 | +7.37% | -7.68% | -1.21% | -1.59% | -9.36% | +8.64% | +7.83% | -4.40% | -1.36% | -3.22% | +3.66% | +4.87% | +1.51% |
| 2022 | +5.52% | +6.83% | +7.45% | -5.49% | +2.17% | -15.09% | +3.45% | +0.18% | -8.16% | +4.33% | +12.69% | -3.17% | +7.61% |
| 2021 | -0.09% | +12.76% | +1.01% | +5.48% | +5.69% | -0.93% | +0% | -1.69% | -6.67% | -0.23% | -0.77% | +9.67% | +25.21% |
| 2020 | -3.84% | -11.00% | -20.35% | +8.43% | +4.27% | +2.71% | +2.18% | +4.40% | -5.02% | -4.18% | +20.04% | +7.53% | -0.82% |
| 2019 | +10.44% | +2.74% | +0.52% | +0.40% | -4.06% | +4.69% | -2.05% | -7.03% | +4.91% | +0.35% | +1.13% | +9.34% | +21.93% |
| 2018 | +4.76% | -3.00% | -1.50% | +2.92% | +0.95% | -2.35% | +3.24% | -1.88% | +2.74% | -5.41% | -3.74% | -4.73% | -8.33% |
| 2017 | -0.05% | -2.39% | +0.64% | +1.87% | -1.36% | -1.65% | +4.37% | +0.87% | +3.46% | +2.53% | -0.25% | +3.39% | +11.77% |
Drawdown analysis of FTRI (FIRST TRUST INDXX GLOBAL NATURAL RESOURCES INCOME ETF)
The maximum drawdown for the FTRI was -43.82%, occurring on Mar 18, 2020. Recovery took 203 trading sessions.
The current FTRI drawdown is -9.02%.
Since Dec 21, 2015 FTRI has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.82% | Jan 17, 2020 | 41 | Mar 18, 2020 | 203 | Jan 6, 2021 | 244 |
| -27.55% | Apr 18, 2022 | 60 | Jul 14, 2022 | 731 | Jun 12, 2025 | 791 |
| -17.27% | May 21, 2018 | 151 | Dec 26, 2018 | 70 | Apr 8, 2019 | 221 |
| -14.55% | Dec 23, 2015 | 17 | Jan 20, 2016 | 29 | Mar 2, 2016 | 46 |
| -14.39% | May 10, 2021 | 136 | Nov 19, 2021 | 36 | Jan 12, 2022 | 172 |
| -13.58% | Apr 8, 2019 | 98 | Aug 27, 2019 | 77 | Dec 16, 2019 | 175 |
| -11.87% | Mar 2, 2026 | 14 | Mar 20, 2026 | Ongoing | Ongoing | Ongoing |
| -10.18% | Apr 29, 2016 | 40 | Jun 27, 2016 | 14 | Jul 18, 2016 | 54 |
| -9.42% | Jan 14, 2021 | 10 | Jan 29, 2021 | 11 | Feb 16, 2021 | 21 |
| -8.90% | Jan 26, 2018 | 9 | Feb 8, 2018 | 65 | May 14, 2018 | 74 |
| -8.48% | Mar 17, 2016 | 12 | Apr 5, 2016 | 6 | Apr 13, 2016 | 18 |
| -8.35% | Jul 18, 2016 | 43 | Sep 16, 2016 | 55 | Dec 5, 2016 | 98 |
| -8.32% | Mar 11, 2021 | 8 | Mar 23, 2021 | 17 | Apr 16, 2021 | 25 |
| -7.38% | Jan 25, 2017 | 30 | Mar 9, 2017 | 100 | Aug 1, 2017 | 130 |
| -7.27% | Mar 3, 2022 | 8 | Mar 15, 2022 | 4 | Mar 21, 2022 | 12 |
| -6.29% | Oct 8, 2025 | 19 | Nov 4, 2025 | 26 | Dec 11, 2025 | 45 |
| -5.61% | Jan 28, 2026 | 6 | Feb 5, 2026 | 4 | Feb 11, 2026 | 10 |
| -5.60% | Apr 20, 2016 | 3 | Apr 25, 2016 | 2 | Apr 27, 2016 | 5 |
| -5.23% | Mar 7, 2016 | 6 | Mar 15, 2016 | 2 | Mar 17, 2016 | 8 |
| -4.52% | Jul 22, 2025 | 7 | Jul 31, 2025 | 16 | Aug 22, 2025 | 23 |
| -4.10% | Feb 24, 2021 | 2 | Feb 26, 2021 | 5 | Mar 5, 2021 | 7 |
| -3.86% | Jan 19, 2022 | 3 | Jan 24, 2022 | 7 | Feb 2, 2022 | 10 |
| -3.50% | Feb 11, 2022 | 8 | Feb 24, 2022 | 4 | Mar 2, 2022 | 12 |
| -3.27% | Aug 1, 2017 | 12 | Aug 17, 2017 | 11 | Sep 1, 2017 | 23 |
| -3.17% | Nov 6, 2017 | 7 | Nov 15, 2017 | 25 | Dec 21, 2017 | 32 |