Performance analysis of FXD (FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND)
Annual Return
Over the past 3 years, FXD has had an average annual return of +10.49%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, FXD has had an average annual return of +3.18%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, FXD has had an average annual return of +7.93%, underperforming the benchmark SPY, which returned +15.53% annual.
Since May 10, 2007, FXD has had an average annual return of +7.40%, underperforming the benchmark SPY, which returned +10.92% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.49% | +6.70% | +10.56% | +23.39% | -21.57% | +22.71% | +12.96% | +24.22% | -11.59% | +19.77% | +5.22% | -3.93% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| +11.62% | +43.26% | +15.60% | +0.94% | +31.98% | +57.14% | -42.66% | -15.15% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.67% | +0.94% | -7.69% | +4.77% | +1.32% | -1.08% | -1.49% | ||||||
| 2025 | +3.39% | -5.03% | -8.56% | -2.19% | +8.69% | +3.41% | +1.83% | +6.39% | -0.62% | -3.48% | +2.71% | +1.28% | +6.70% |
| 2024 | -2.41% | +7.16% | +4.79% | -9.37% | +4.09% | -1.44% | +1.30% | +1.57% | +2.97% | -1.56% | +8.51% | -4.11% | +10.56% |
| 2023 | +14.20% | -3.53% | -1.87% | +0.58% | -5.69% | +12.20% | +3.99% | -5.25% | -6.13% | -6.16% | +11.55% | +10.75% | +23.39% |
| 2022 | -7.38% | -1.95% | -3.17% | -5.16% | -2.54% | -10.91% | +10.78% | -3.29% | -9.98% | +10.74% | +8.55% | -6.57% | -21.57% |
| 2021 | +3.17% | +6.35% | +4.35% | +4.35% | -0.28% | +0.32% | +1% | +1.01% | -4.36% | +4.59% | -1.88% | +2.55% | +22.71% |
| 2020 | -4.06% | -9.98% | -31.06% | +22.77% | +8.46% | +4.48% | +6.29% | +9.67% | -2.26% | -0.36% | +13.87% | +5.48% | +12.96% |
| 2019 | +10.66% | +2.74% | +0.56% | +4.68% | -9.17% | +7.16% | +1.45% | -4.84% | +2.17% | +2.47% | +2.88% | +2.54% | +24.22% |
| 2018 | +4.58% | -4.88% | -1.87% | -1.24% | +0.66% | +4.26% | +0.12% | +3.27% | -0.68% | -7.06% | +1.64% | -9.92% | -11.59% |
| 2017 | +1.07% | +1.56% | +1.25% | +0.55% | -1.14% | +1.34% | +1.41% | -1.62% | +4.40% | +0.44% | +7.02% | +2.19% | +19.77% |
Drawdown analysis of FXD (FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND)
The maximum drawdown for the FXD was -65.27%, occurring on Mar 9, 2009. Recovery took 483 trading sessions.
The current FXD drawdown is -6.76%.
Since May 10, 2007 FXD has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 7 times
- 10% or more: 12 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -65.27% | Jul 9, 2007 | 420 | Mar 9, 2009 | 483 | Feb 4, 2011 | 903 |
| -49.54% | Feb 19, 2020 | 20 | Mar 18, 2020 | 168 | Nov 13, 2020 | 188 |
| -33.75% | Nov 16, 2021 | 219 | Sep 30, 2022 | 373 | Mar 27, 2024 | 592 |
| -26.02% | Dec 4, 2024 | 84 | Apr 8, 2025 | 94 | Aug 22, 2025 | 178 |
| -24.03% | Jul 7, 2011 | 61 | Oct 3, 2011 | 111 | Mar 13, 2012 | 172 |
| -22.16% | Jan 24, 2018 | 231 | Dec 24, 2018 | 227 | Nov 18, 2019 | 458 |
| -20.18% | Mar 20, 2015 | 226 | Feb 11, 2016 | 208 | Dec 7, 2016 | 434 |
| -14.19% | Mar 26, 2012 | 48 | Jun 4, 2012 | 145 | Jan 2, 2013 | 193 |
| -13.94% | Jan 13, 2026 | 52 | Mar 30, 2026 | Ongoing | Ongoing | Ongoing |
| -12.24% | Mar 28, 2024 | 88 | Aug 5, 2024 | 53 | Oct 18, 2024 | 141 |
| -11.00% | Sep 8, 2025 | 53 | Nov 20, 2025 | 30 | Jan 6, 2026 | 83 |
| -10.15% | Sep 5, 2014 | 26 | Oct 13, 2014 | 22 | Nov 12, 2014 | 48 |
| -8.69% | Dec 31, 2013 | 22 | Feb 3, 2014 | 15 | Feb 25, 2014 | 37 |
| -8.66% | May 12, 2011 | 21 | Jun 13, 2011 | 14 | Jul 1, 2011 | 35 |
| -7.79% | Mar 7, 2014 | 25 | Apr 11, 2014 | 53 | Jun 27, 2014 | 78 |
| -6.64% | May 21, 2013 | 23 | Jun 24, 2013 | 9 | Jul 8, 2013 | 32 |
| -6.04% | May 7, 2021 | 29 | Jun 18, 2021 | 28 | Jul 29, 2021 | 57 |
| -6.03% | Aug 11, 2021 | 39 | Oct 6, 2021 | 18 | Nov 1, 2021 | 57 |
| -5.81% | Mar 15, 2021 | 7 | Mar 24, 2021 | 21 | Apr 23, 2021 | 28 |
| -5.76% | Feb 18, 2011 | 17 | Mar 16, 2011 | 13 | Apr 4, 2011 | 30 |
| -5.68% | Dec 8, 2016 | 27 | Jan 19, 2017 | 125 | Jul 19, 2017 | 152 |
| -5.55% | Dec 29, 2014 | 12 | Jan 15, 2015 | 17 | Feb 10, 2015 | 29 |
| -5.25% | Jan 16, 2020 | 10 | Jan 31, 2020 | 12 | Feb 19, 2020 | 22 |
| -4.93% | Aug 2, 2013 | 17 | Aug 27, 2013 | 12 | Sep 13, 2013 | 29 |
| -4.83% | Jul 3, 2014 | 24 | Aug 7, 2014 | 13 | Aug 26, 2014 | 37 |