Performance analysis of FUMB (FIRST TRUST ULTRA SHORT DURATION MUNICIPAL ETF)
Annual Return
Over the past 3 years, FUMB has had an average annual return of +2.99%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, FUMB has had an average annual return of +1.97%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Nov 5, 2018, FUMB has had an average annual return of +1.76%, underperforming the benchmark SPY, which returned +16.07% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.07% | +2.78% | +3.05% | +2.84% | -0.03% | +0.38% | +1.24% | +1.76% | +0.30% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.53% | +0.18% | -0.07% | +0.21% | +0.22% | +0% | +1.07% | ||||||
| 2025 | +0.33% | +0.17% | +0.27% | +0.07% | +0.35% | +0.35% | +0.34% | +0.24% | +0.13% | +0.03% | +0.26% | +0.20% | +2.78% |
| 2024 | +0.36% | +0.21% | -0.06% | +0.15% | +0.41% | +0.27% | +0.59% | +0.33% | +0.11% | +0.04% | +0.46% | +0.15% | +3.05% |
| 2023 | +0.26% | -0.11% | +0.43% | +0.11% | +0.09% | +0.45% | +0.14% | +0.15% | -0.00950% | +0.24% | +0.73% | +0.33% | +2.84% |
| 2022 | -0.44% | -0.02% | -0.44% | -0.11% | +0.26% | +0.06% | +0.21% | -0.30% | -0.34% | +0.24% | +0.66% | +0.18% | -0.03% |
| 2021 | +0.06% | -0.05% | +0.24% | -0.05% | +0.12% | +0.00965% | +0.05% | +0.05% | -0.07% | -0.11% | +0.11% | +0.02% | +0.38% |
| 2020 | -0.05% | +0.10% | +0.24% | +0.09% | +0.05% | +0.03% | +0.52% | +0.07% | -0.12% | -0.11% | +0.26% | +0.16% | +1.24% |
| 2019 | -0.14% | +0.15% | +0.16% | +0.15% | +0.21% | +0.21% | +0.15% | +0.36% | +0.11% | +0.32% | -0.08% | +0.16% | +1.76% |
| 2018 | -0% | +0.30% | +0.30% |
Drawdown analysis of FUMB (FIRST TRUST ULTRA SHORT DURATION MUNICIPAL ETF)
The maximum drawdown for the FUMB was -2.68%, occurring on Mar 20, 2020. Recovery took 4 trading sessions.
The current FUMB drawdown is -0.03%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -2.68% | Mar 9, 2020 | 9 | Mar 20, 2020 | 4 | Mar 26, 2020 | 13 |
| -1.25% | Aug 5, 2021 | 193 | May 11, 2022 | 167 | Jan 10, 2023 | 360 |
| -1.14% | Mar 26, 2020 | 6 | Apr 3, 2020 | 81 | Jul 30, 2020 | 87 |
| -0.59% | Apr 3, 2025 | 6 | Apr 11, 2025 | 23 | May 15, 2025 | 29 |
| -0.50% | Dec 27, 2023 | 13 | Jan 17, 2024 | 10 | Jan 31, 2024 | 23 |
| -0.47% | Aug 19, 2020 | 22 | Sep 21, 2020 | 52 | Dec 3, 2020 | 74 |
| -0.44% | Dec 31, 2018 | 5 | Jan 8, 2019 | 32 | Feb 25, 2019 | 37 |
| -0.37% | Jan 26, 2023 | 17 | Feb 21, 2023 | 13 | Mar 10, 2023 | 30 |
| -0.35% | Dec 30, 2019 | 10 | Jan 14, 2020 | 27 | Feb 24, 2020 | 37 |
| -0.35% | Nov 5, 2018 | 1 | Nov 6, 2018 | 18 | Dec 3, 2018 | 19 |
| -0.35% | Feb 8, 2021 | 13 | Feb 26, 2021 | 74 | Jun 14, 2021 | 87 |
| -0.30% | Dec 6, 2018 | 6 | Dec 14, 2018 | 5 | Dec 21, 2018 | 11 |
| -0.30% | Feb 1, 2024 | 1 | Feb 2, 2024 | 13 | Feb 22, 2024 | 14 |
| -0.29% | Aug 14, 2023 | 3 | Aug 17, 2023 | 3 | Aug 22, 2023 | 6 |
| -0.29% | Jul 30, 2020 | 3 | Aug 4, 2020 | 3 | Aug 7, 2020 | 6 |
| -0.28% | Mar 18, 2024 | 14 | Apr 8, 2024 | 14 | Apr 26, 2024 | 28 |
| -0.27% | Sep 13, 2023 | 14 | Oct 3, 2023 | 7 | Oct 12, 2023 | 21 |
| -0.25% | Nov 16, 2023 | 1 | Nov 17, 2023 | 2 | Nov 21, 2023 | 3 |
| -0.25% | Feb 29, 2024 | 1 | Mar 1, 2024 | 4 | Mar 7, 2024 | 5 |
| -0.25% | Dec 21, 2018 | 4 | Dec 28, 2018 | 1 | Dec 31, 2018 | 5 |
| -0.23% | Oct 27, 2023 | 1 | Oct 30, 2023 | 4 | Nov 3, 2023 | 5 |
| -0.22% | Jan 14, 2021 | 1 | Jan 15, 2021 | 5 | Jan 25, 2021 | 6 |
| -0.22% | Mar 13, 2026 | 12 | Mar 31, 2026 | 23 | May 4, 2026 | 35 |
| -0.21% | Aug 31, 2023 | 2 | Sep 5, 2023 | 2 | Sep 7, 2023 | 4 |
| -0.20% | Dec 3, 2020 | 3 | Dec 8, 2020 | 12 | Dec 24, 2020 | 15 |