Performance analysis of FXG (FIRST TRUST CONSUMER STAPLES ALPHADEX FUND)
Annual Return
Over the past 3 years, FXG has had an average annual return of +2.18%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, FXG has had an average annual return of +4.87%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, FXG has had an average annual return of +4.56%, underperforming the benchmark SPY, which returned +15.04% annual.
Since May 10, 2007, FXG has had an average annual return of +8.07%, underperforming the benchmark SPY, which returned +10.77% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.18% | -2.65% | +3.21% | +1.96% | +3.28% | +21.72% | +4.82% | +20.64% | -11.49% | +7.87% | +4.67% | +6.18% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| +20.98% | +42.25% | +10.58% | +12.92% | +19.73% | +27.51% | -25.23% | -2.32% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.55% | +6.31% | -7.72% | +2.18% | -6.73% | +3.61% | +2.87% | +7.18% | |||||
| 2025 | +1.23% | +0.31% | +0.85% | +0.18% | -2.36% | -0.17% | -0.22% | +2.53% | -2.25% | -2.16% | +2.53% | -2.96% | -2.65% |
| 2024 | -1.49% | +5.15% | +4.96% | -3.22% | +0.61% | -2.88% | +2.97% | +3.11% | +0.35% | -3.68% | +6.45% | -8.12% | +3.21% |
| 2023 | +0.94% | -3.49% | +1.83% | +2.84% | -4.31% | +2.87% | +2.68% | -1.96% | -4.01% | -3.68% | +4.44% | +4.45% | +1.96% |
| 2022 | -0.05% | +0.66% | +2.62% | +1.63% | +0.14% | -5.15% | +3.98% | -1.40% | -9.20% | +11.32% | +4.46% | -4.27% | +3.28% |
| 2021 | +1.53% | +0.40% | +9.62% | +1.09% | +2.23% | -3.71% | -1.39% | +2.23% | -1.63% | +2.19% | -0.38% | +8.44% | +21.72% |
| 2020 | -4.54% | -8.94% | -7.67% | +11.18% | +5.27% | -1.14% | +5.78% | +2.22% | -3.12% | -1.32% | +8.21% | +0.90% | +4.82% |
| 2019 | +6.66% | -0.91% | +3.07% | +3.58% | -6.98% | +3.90% | +0.41% | +2.82% | +2.91% | -1.68% | +2.82% | +2.98% | +20.64% |
| 2018 | +3.53% | -5.18% | -1.66% | -0.64% | -3.18% | +4.78% | -1.36% | +3.29% | -1.13% | -0.28% | +0.47% | -9.88% | -11.49% |
| 2017 | -0.22% | +2.32% | -0.86% | +2.75% | -2.23% | -0.44% | +1.81% | -1.22% | -1.03% | -0.35% | +6.70% | +0.68% | +7.87% |
Drawdown analysis of FXG (FIRST TRUST CONSUMER STAPLES ALPHADEX FUND)
The maximum drawdown for the FXG was -38.69%, occurring on Mar 6, 2009. Recovery took 270 trading sessions.
The current FXG drawdown is -6.26%.
Since May 10, 2007 FXG has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -38.69% | Jun 4, 2007 | 443 | Mar 6, 2009 | 270 | Apr 1, 2010 | 713 |
| -27.54% | Dec 27, 2019 | 58 | Mar 23, 2020 | 93 | Aug 4, 2020 | 151 |
| -19.27% | Jan 26, 2018 | 229 | Dec 24, 2018 | 250 | Dec 20, 2019 | 479 |
| -15.70% | Apr 20, 2022 | 113 | Sep 30, 2022 | 361 | Mar 11, 2024 | 474 |
| -15.25% | Jul 7, 2011 | 61 | Oct 3, 2011 | 290 | Nov 28, 2012 | 351 |
| -12.75% | Feb 27, 2026 | 65 | Jun 2, 2026 | Ongoing | Ongoing | Ongoing |
| -12.01% | Nov 29, 2024 | 275 | Jan 7, 2026 | 21 | Feb 6, 2026 | 296 |
| -10.95% | Jul 8, 2016 | 102 | Dec 1, 2016 | 251 | Nov 30, 2017 | 353 |
| -10.92% | Apr 14, 2010 | 57 | Jul 6, 2010 | 70 | Oct 13, 2010 | 127 |
| -9.84% | Aug 17, 2015 | 30 | Sep 29, 2015 | 116 | Mar 16, 2016 | 146 |
| -8.93% | May 10, 2021 | 60 | Aug 4, 2021 | 72 | Nov 15, 2021 | 132 |
| -7.05% | Jan 14, 2014 | 13 | Feb 3, 2014 | 12 | Feb 20, 2014 | 25 |
| -6.47% | Jun 20, 2014 | 82 | Oct 16, 2014 | 10 | Oct 30, 2014 | 92 |
| -6.45% | Mar 27, 2024 | 70 | Jul 9, 2024 | 38 | Aug 30, 2024 | 108 |
| -6.23% | May 31, 2011 | 8 | Jun 10, 2011 | 15 | Jul 1, 2011 | 23 |
| -6.23% | Sep 2, 2020 | 14 | Sep 23, 2020 | 12 | Oct 9, 2020 | 26 |
| -6.02% | Oct 13, 2020 | 13 | Oct 30, 2020 | 8 | Nov 11, 2020 | 21 |
| -5.82% | Nov 15, 2021 | 11 | Dec 1, 2021 | 10 | Dec 15, 2021 | 21 |
| -5.64% | May 15, 2013 | 27 | Jun 24, 2013 | 12 | Jul 11, 2013 | 39 |
| -5.39% | Aug 5, 2013 | 20 | Sep 3, 2013 | 10 | Sep 17, 2013 | 30 |
| -4.91% | Jan 14, 2022 | 38 | Mar 11, 2022 | 10 | Mar 25, 2022 | 48 |
| -4.48% | Sep 18, 2013 | 14 | Oct 8, 2013 | 8 | Oct 18, 2013 | 22 |
| -4.26% | Sep 4, 2024 | 41 | Oct 31, 2024 | 16 | Nov 22, 2024 | 57 |
| -4.13% | Jan 27, 2021 | 3 | Feb 1, 2021 | 7 | Feb 10, 2021 | 10 |
| -4.08% | Feb 10, 2021 | 11 | Feb 26, 2021 | 6 | Mar 8, 2021 | 17 |