Performance analysis of FXN (FIRST TRUST ENERGY ALPHADEX FUND)
Annual Return
Over the past 3 years, FXN has had an average annual return of +11.38%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, FXN has had an average annual return of +18.50%, outperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, FXN has had an average annual return of +6.30%, underperforming the benchmark SPY, which returned +14.95% annual.
Since May 10, 2007, FXN has had an average annual return of +2.04%, underperforming the benchmark SPY, which returned +10.72% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +30.38% | +3.39% | +0.29% | +0.95% | +46.94% | +51.78% | -19.96% | -6.75% | -24.78% | -5.03% | +20.57% | -32.58% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| -15.93% | +28.41% | +3.97% | -8.37% | +27.60% | +46.59% | -50.25% | +16.78% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +11.42% | +9.54% | +12.15% | +0.36% | -4.61% | -5.63% | +5.44% | +30.38% | |||||
| 2025 | +2.20% | -1.31% | +0.90% | -15.79% | +4.10% | +5.48% | +3.89% | +5.08% | -1.04% | -2.64% | +6.05% | -1.48% | +3.39% |
| 2024 | -2.46% | +4.92% | +10.14% | -1.86% | +2.77% | -3.23% | +0.61% | -4.97% | -5.86% | -0.44% | +9.85% | -7.38% | +0.29% |
| 2023 | +1.46% | -6.63% | -2.57% | +0.19% | -7.27% | +9.16% | +10.36% | +1.62% | -0.27% | -0.52% | -2.60% | -0.49% | +0.95% |
| 2022 | +12.92% | +6.76% | +11.18% | -5.08% | +16.34% | -15.44% | +13.81% | +4.95% | -10.86% | +19.60% | +1.08% | -8.78% | +46.94% |
| 2021 | +5.12% | +19.32% | +1.81% | +0% | +5.63% | +6.78% | -9.55% | +0.59% | +10.95% | +10.46% | -5.21% | -0.31% | +51.78% |
| 2020 | -16.28% | -18.75% | -44.09% | +62.60% | -0.48% | +2.12% | -0.60% | +3.68% | -13.37% | +0.18% | +31.01% | +8.68% | -19.96% |
| 2019 | +14.68% | -4.46% | +2.64% | -0.45% | -17.18% | +7.69% | -5.23% | -13.69% | +5.51% | -4.08% | -2.44% | +15.63% | -6.75% |
| 2018 | -2.07% | -10.42% | +5.98% | +10.37% | +6.37% | +0.48% | +1.13% | -0.59% | +3.15% | -14.00% | -6.91% | -17.40% | -24.78% |
| 2017 | -2.97% | -2.44% | -3.35% | -5.04% | -6.85% | +0.22% | +2.48% | -6.46% | +12.87% | -1.12% | +3.53% | +5.72% | -5.03% |
Drawdown analysis of FXN (FIRST TRUST ENERGY ALPHADEX FUND)
The maximum drawdown for the FXN was -87.40%, occurring on Mar 23, 2020. Recovery took 1510 trading sessions.
The current FXN drawdown is -7.70%.
Since May 10, 2007 FXN has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -87.40% | Jun 23, 2014 | 1447 | Mar 23, 2020 | 1510 | Mar 26, 2026 | 2957 |
| -72.47% | Jun 23, 2008 | 177 | Mar 6, 2009 | 1331 | Jun 19, 2014 | 1508 |
| -16.00% | Jan 3, 2008 | 13 | Jan 23, 2008 | 22 | Feb 25, 2008 | 35 |
| -15.90% | Jul 19, 2007 | 20 | Aug 16, 2007 | 39 | Oct 11, 2007 | 59 |
| -13.41% | Mar 27, 2026 | 65 | Jul 1, 2026 | Ongoing | Ongoing | Ongoing |
| -12.11% | Feb 28, 2008 | 15 | Mar 20, 2008 | 12 | Apr 8, 2008 | 27 |
| -8.12% | Oct 16, 2007 | 22 | Nov 15, 2007 | 26 | Dec 24, 2007 | 48 |
| -6.46% | Apr 21, 2008 | 8 | May 1, 2008 | 3 | May 6, 2008 | 11 |
| -5.55% | Jun 18, 2007 | 7 | Jun 27, 2007 | 11 | Jul 13, 2007 | 18 |
| -4.80% | May 20, 2008 | 6 | May 29, 2008 | 7 | Jun 9, 2008 | 13 |
| -3.68% | May 21, 2007 | 3 | May 24, 2007 | 5 | Jun 1, 2007 | 8 |
| -3.68% | Jun 4, 2007 | 4 | Jun 8, 2007 | 4 | Jun 14, 2007 | 8 |
| -2.38% | Jun 18, 2008 | 2 | Jun 20, 2008 | 1 | Jun 23, 2008 | 3 |
| -2.36% | Jun 9, 2008 | 1 | Jun 10, 2008 | 5 | Jun 17, 2008 | 6 |
| -1.56% | Jul 13, 2007 | 2 | Jul 17, 2007 | 2 | Jul 19, 2007 | 4 |
| -1.24% | May 13, 2008 | 1 | May 14, 2008 | 2 | May 16, 2008 | 3 |
| -1.22% | Apr 9, 2008 | 2 | Apr 11, 2008 | 2 | Apr 15, 2008 | 4 |
| -1.20% | Dec 28, 2007 | 1 | Dec 31, 2007 | 1 | Jan 2, 2008 | 2 |
| -0.86% | Feb 26, 2008 | 1 | Feb 27, 2008 | 1 | Feb 28, 2008 | 2 |
| -0.56% | May 8, 2008 | 1 | May 9, 2008 | 1 | May 12, 2008 | 2 |
| -0.41% | May 6, 2008 | 1 | May 7, 2008 | 1 | May 8, 2008 | 2 |
| -0.40% | May 11, 2007 | 1 | May 14, 2007 | 1 | May 15, 2007 | 2 |