Performance analysis of FXL (FIRST TRUST TECHNOLOGY ALPHADEX FUND)
Annual Return
Over the past 3 years, FXL has had an average annual return of +22.89%, outperforming the benchmark SPY, which returned +20.51% annual.
Over the past 5 years, FXL has had an average annual return of +12.01%, underperforming the benchmark SPY, which returned +13.50% annual.
Over the past 10 years, FXL has had an average annual return of +20.76%, outperforming the benchmark SPY, which returned +15.42% annual.
Since May 10, 2007, FXL has had an average annual return of +13.45%, outperforming the benchmark SPY, which returned +10.76% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +25.90% | +13.29% | +16.13% | +40.49% | -30.44% | +18.19% | +54.19% | +38.65% | +2.72% | +35.82% | +15.39% | -3.33% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| +16.37% | +38.20% | +8.89% | -11.71% | +26.64% | +66.78% | -48.39% | +3.84% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.80% | -2.33% | -4.11% | +16.83% | +14.02% | +0.11% | +25.90% | ||||||
| 2025 | +5.72% | -7.72% | -8.74% | +3.15% | +7.69% | +7.11% | +1.83% | +0.07% | +4.76% | +4.58% | -5.42% | +1.27% | +13.29% |
| 2024 | +1.85% | +4.32% | -0.84% | -5.80% | +2.85% | +4.32% | -0.74% | +0.67% | +1.84% | +0.62% | +10.08% | -3.25% | +16.13% |
| 2023 | +10.87% | +0.29% | +3.42% | -6.42% | +9.24% | +7.01% | +4.39% | -2.90% | -4.66% | -4.86% | +12.60% | +7.88% | +40.49% |
| 2022 | -11.06% | -2.19% | +1.23% | -10.28% | +0% | -9.64% | +10.85% | -6.24% | -11.29% | +6.32% | +5.70% | -5.96% | -30.44% |
| 2021 | -0.30% | +4.03% | -2.02% | +4.11% | +0.34% | +4.59% | +1.07% | +2.22% | -4.19% | +7.93% | -1.33% | +0.98% | +18.19% |
| 2020 | +1.11% | -7.18% | -12.75% | +16.36% | +13.25% | +6.55% | +7.09% | +4.61% | -2.67% | -1.04% | +16.20% | +6.94% | +54.19% |
| 2019 | +12.39% | +7.83% | +0.57% | +6.98% | -9.84% | +7.98% | +4.13% | -3.74% | -2.23% | +1.92% | +6.40% | +2.79% | +38.65% |
| 2018 | +8.24% | +0.29% | -1.20% | -1.62% | +5.39% | -1.33% | +0.51% | +11.81% | +0.47% | -12.72% | +2.38% | -7.23% | +2.72% |
| 2017 | +3.83% | +4.42% | +2.39% | +1.50% | +4.97% | -2.72% | +3.65% | +3.51% | +2.81% | +6.71% | +1.37% | -1.06% | +35.82% |
Drawdown analysis of FXL (FIRST TRUST TECHNOLOGY ALPHADEX FUND)
The maximum drawdown for the FXL was -61.41%, occurring on Nov 20, 2008. Recovery took 517 trading sessions.
The current FXL drawdown is -5.44%.
Since May 10, 2007 FXL has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 4 times
- 20% or more: 7 times
- 10% or more: 18 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.41% | Oct 10, 2007 | 282 | Nov 20, 2008 | 517 | Dec 10, 2010 | 799 |
| -38.49% | Nov 9, 2021 | 234 | Oct 14, 2022 | 331 | Feb 9, 2024 | 565 |
| -33.96% | Feb 19, 2020 | 18 | Mar 16, 2020 | 52 | May 29, 2020 | 70 |
| -31.96% | Feb 17, 2011 | 157 | Oct 3, 2011 | 444 | Jul 11, 2013 | 601 |
| -28.27% | Feb 18, 2025 | 35 | Apr 8, 2025 | 74 | Jul 25, 2025 | 109 |
| -25.97% | Jun 3, 2015 | 175 | Feb 11, 2016 | 193 | Nov 15, 2016 | 368 |
| -25.37% | Sep 14, 2018 | 69 | Dec 24, 2018 | 59 | Mar 21, 2019 | 128 |
| -15.54% | Feb 12, 2021 | 15 | Mar 8, 2021 | 79 | Jun 29, 2021 | 94 |
| -14.05% | Jul 16, 2024 | 16 | Aug 7, 2024 | 47 | Oct 14, 2024 | 63 |
| -13.69% | Sep 18, 2014 | 17 | Oct 13, 2014 | 29 | Nov 21, 2014 | 46 |
| -13.56% | Jan 28, 2026 | 42 | Mar 30, 2026 | 12 | Apr 16, 2026 | 54 |
| -11.93% | Oct 27, 2025 | 18 | Nov 20, 2025 | 45 | Jan 28, 2026 | 63 |
| -11.68% | Sep 2, 2020 | 6 | Sep 11, 2020 | 20 | Oct 9, 2020 | 26 |
| -11.60% | Apr 30, 2019 | 23 | Jun 3, 2019 | 26 | Jul 10, 2019 | 49 |
| -10.87% | Jul 26, 2019 | 47 | Oct 2, 2019 | 52 | Dec 16, 2019 | 99 |
| -10.82% | Jul 19, 2007 | 20 | Aug 16, 2007 | 29 | Sep 27, 2007 | 49 |
| -10.77% | Feb 9, 2024 | 48 | Apr 19, 2024 | 53 | Jul 8, 2024 | 101 |
| -10.22% | Jan 26, 2018 | 9 | Feb 8, 2018 | 17 | Mar 6, 2018 | 26 |
| -9.99% | Jun 2, 2026 | 6 | Jun 10, 2026 | Ongoing | Ongoing | Ongoing |
| -9.91% | Mar 12, 2018 | 14 | Apr 2, 2018 | 52 | Jun 14, 2018 | 66 |
| -9.48% | Oct 13, 2020 | 14 | Nov 2, 2020 | 4 | Nov 6, 2020 | 18 |
| -7.44% | Mar 5, 2014 | 27 | Apr 11, 2014 | 41 | Jun 11, 2014 | 68 |
| -6.94% | Jun 14, 2018 | 9 | Jun 27, 2018 | 13 | Jul 17, 2018 | 22 |
| -6.87% | Nov 24, 2017 | 6 | Dec 4, 2017 | 22 | Jan 5, 2018 | 28 |
| -6.64% | Dec 6, 2024 | 23 | Jan 13, 2025 | 16 | Feb 5, 2025 | 39 |