Performance analysis of FXH (FIRST TRUST HEALTH CARE ALPHADEX FUND)
Annual Return
Over the past 3 years, FXH has had an average annual return of +4.78%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, FXH has had an average annual return of +0.80%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, FXH has had an average annual return of +7.42%, underperforming the benchmark SPY, which returned +15.04% annual.
Since May 10, 2007, FXH has had an average annual return of +10.06%, underperforming the benchmark SPY, which returned +10.77% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +8.21% | +10.18% | +0.96% | -4.53% | -12.24% | +15.20% | +28.01% | +22.26% | -1.33% | +21.82% | -5.21% | +0.26% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| +25.42% | +47.61% | +20.62% | +5.68% | +19.02% | +51.22% | -29.50% | +1.50% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.44% | +1.67% | -5.40% | +2.88% | +1.98% | +6.38% | +0.35% | +8.21% | |||||
| 2025 | +6.50% | -3.66% | -2.97% | -2.86% | +1.03% | +2.03% | -4.67% | +8.64% | +2.69% | +1.63% | +6% | -3.54% | +10.18% |
| 2024 | -1.13% | +4.20% | +2.83% | -5.64% | +1.63% | -0.44% | +4.51% | +4.21% | -1.62% | -4.30% | +4% | -6.39% | +0.96% |
| 2023 | +3.32% | -4.80% | +0.58% | +1.52% | -6.51% | +6.16% | -1.81% | -2.51% | -6.26% | -6.73% | +6.23% | +7.71% | -4.53% |
| 2022 | -10.95% | +0.59% | +3.10% | -6.99% | +1.50% | -4.73% | +5.36% | -6.05% | -4.67% | +7.61% | +4.51% | -0.43% | -12.24% |
| 2021 | +0.66% | -0.65% | +0.76% | +5.49% | -0.33% | +2.56% | +4.22% | +2.84% | -5.16% | +1.62% | -3.36% | +6.20% | +15.20% |
| 2020 | -1.76% | -4.22% | -6.64% | +14.06% | +8.51% | -1.48% | +5.50% | -0.60% | +0.16% | +0.67% | +7.40% | +5.21% | +28.01% |
| 2019 | +8.49% | +1.87% | +0.38% | -3.36% | -3.44% | +8.63% | +0.18% | -2.74% | -1.91% | +3.50% | +8.38% | +1.41% | +22.26% |
| 2018 | +6.22% | -3.74% | -2.76% | -0.04% | +4.92% | +1.98% | +3.50% | +8.02% | +2.29% | -10.59% | +3.03% | -11.92% | -1.33% |
| 2017 | +3.91% | +5.37% | -0.51% | +1.86% | +1.27% | +3.84% | +0.07% | +1.06% | -0.30% | +0.43% | +2.85% | +0.23% | +21.82% |
Drawdown analysis of FXH (FIRST TRUST HEALTH CARE ALPHADEX FUND)
The maximum drawdown for the FXH was -43.70%, occurring on Nov 20, 2008. Recovery took 267 trading sessions.
The current FXH drawdown is -3.08%.
Since May 10, 2007 FXH has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 6 times
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.70% | Oct 10, 2007 | 282 | Nov 20, 2008 | 267 | Dec 14, 2009 | 549 |
| -30.61% | Feb 19, 2020 | 23 | Mar 23, 2020 | 46 | May 28, 2020 | 69 |
| -29.49% | Sep 3, 2021 | 540 | Oct 27, 2023 | 670 | Jul 2, 2026 | 1210 |
| -29.42% | Jul 17, 2015 | 141 | Feb 8, 2016 | 479 | Jan 2, 2018 | 620 |
| -24.59% | Sep 28, 2018 | 59 | Dec 24, 2018 | 251 | Dec 23, 2019 | 310 |
| -22.08% | Jul 7, 2011 | 22 | Aug 8, 2011 | 159 | Mar 26, 2012 | 181 |
| -13.27% | Mar 23, 2010 | 112 | Aug 31, 2010 | 41 | Oct 28, 2010 | 153 |
| -11.86% | Jan 29, 2018 | 43 | Apr 2, 2018 | 50 | Jun 12, 2018 | 93 |
| -10.56% | Mar 4, 2014 | 28 | Apr 11, 2014 | 48 | Jun 20, 2014 | 76 |
| -9.98% | Feb 12, 2021 | 13 | Mar 4, 2021 | 30 | Apr 16, 2021 | 43 |
| -8.24% | Aug 5, 2020 | 23 | Sep 8, 2020 | 21 | Oct 7, 2020 | 44 |
| -8.24% | May 2, 2012 | 22 | Jun 4, 2012 | 64 | Sep 4, 2012 | 86 |
| -8.21% | Oct 4, 2012 | 28 | Nov 15, 2012 | 34 | Jan 7, 2013 | 62 |
| -7.41% | Sep 24, 2014 | 15 | Oct 15, 2014 | 7 | Oct 24, 2014 | 22 |
| -7.03% | Jan 19, 2010 | 14 | Feb 8, 2010 | 15 | Mar 2, 2010 | 29 |
| -7.01% | May 29, 2020 | 9 | Jun 11, 2020 | 16 | Jul 6, 2020 | 25 |
| -5.83% | May 23, 2007 | 59 | Aug 16, 2007 | 23 | Sep 19, 2007 | 82 |
| -5.73% | Apr 23, 2015 | 5 | Apr 30, 2015 | 34 | Jun 18, 2015 | 39 |
| -5.41% | Jan 22, 2020 | 7 | Jan 31, 2020 | 7 | Feb 11, 2020 | 14 |
| -5.29% | May 18, 2011 | 17 | Jun 13, 2011 | 17 | Jul 7, 2011 | 34 |
| -5.25% | Jan 20, 2021 | 5 | Jan 27, 2021 | 11 | Feb 11, 2021 | 16 |
| -5.13% | Oct 13, 2020 | 13 | Oct 30, 2020 | 3 | Nov 4, 2020 | 16 |
| -4.68% | Jan 22, 2014 | 8 | Feb 3, 2014 | 8 | Feb 13, 2014 | 16 |
| -4.60% | Apr 26, 2021 | 12 | May 12, 2021 | 20 | Jun 10, 2021 | 32 |
| -4.58% | Apr 3, 2012 | 4 | Apr 10, 2012 | 11 | Apr 25, 2012 | 15 |