Performance analysis of FXO (FIRST TRUST FINANCIALS ALPHADEX FUND)
Annual Return
Over the past 3 years, FXO has had an average annual return of +18.84%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, FXO has had an average annual return of +7.43%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, FXO has had an average annual return of +11.85%, underperforming the benchmark SPY, which returned +15.44% annual.
Since May 10, 2007, FXO has had an average annual return of +7.84%, underperforming the benchmark SPY, which returned +10.87% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -3.33% | +13.59% | +27.71% | +9.26% | -9.25% | +37.72% | +5.86% | +26.30% | -11.71% | +17.88% | +18.35% | +1.11% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| +8.75% | +40.62% | +21.09% | -7.57% | +19.22% | +33.60% | -39.14% | -20.20% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.04% | -3.33% | -3.87% | +6.80% | -2.53% | -1.09% | -3.33% | ||||||
| 2025 | +5.21% | -2.18% | -4.42% | -3.98% | +5.95% | +4.39% | +1.73% | +4.14% | +0.40% | -3.22% | +3.36% | +2.18% | +13.59% |
| 2024 | +0.74% | +2.77% | +6.38% | -5.66% | +4.62% | -0.70% | +9.14% | +1.88% | -0.12% | +3.29% | +11.51% | -7.51% | +27.71% |
| 2023 | +10.91% | -2.31% | -15.39% | +0.80% | -6.24% | +7.81% | +10.05% | -4.67% | -3.41% | -4.36% | +10.83% | +8.91% | +9.26% |
| 2022 | -0.22% | +0.17% | -0.41% | -9.58% | +5.16% | -10.60% | +6.82% | -1.74% | -9.00% | +13.12% | +5.57% | -5.98% | -9.25% |
| 2021 | +1.92% | +12.28% | +6.46% | +5.82% | +3.54% | -3.77% | -0.66% | +5.23% | -2.57% | +6.78% | -4.63% | +3.38% | +37.72% |
| 2020 | -1.67% | -10.77% | -27.46% | +13.10% | +2.89% | +4.49% | +1.45% | +2.86% | -3.59% | +7.57% | +15.94% | +9.03% | +5.86% |
| 2019 | +10.59% | +3.65% | -2.07% | +5.98% | -6.42% | +5.80% | +2.15% | -4.42% | +3.52% | +0.44% | +4.07% | +1.51% | +26.30% |
| 2018 | +2.93% | -3.47% | +0.06% | -0% | +1.77% | -0.29% | +2.23% | +2.53% | -2.22% | -6.75% | +2.11% | -10.32% | -11.71% |
| 2017 | +0.78% | +4.52% | -2.39% | +0.33% | -0.86% | +4.19% | +2.83% | -1.39% | +2.68% | +2.29% | +2.97% | +0.91% | +17.88% |
Drawdown analysis of FXO (FIRST TRUST FINANCIALS ALPHADEX FUND)
The maximum drawdown for the FXO was -71.30%, occurring on Mar 6, 2009. Recovery took 1031 trading sessions.
The current FXO drawdown is -6.22%.
Since May 10, 2007 FXO has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 5 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -71.30% | May 24, 2007 | 449 | Mar 6, 2009 | 1031 | Apr 11, 2013 | 1480 |
| -48.55% | Feb 20, 2020 | 22 | Mar 23, 2020 | 179 | Dec 4, 2020 | 201 |
| -28.81% | Jan 11, 2022 | 329 | May 4, 2023 | 220 | Mar 20, 2024 | 549 |
| -21.48% | Sep 20, 2018 | 65 | Dec 24, 2018 | 137 | Jul 12, 2019 | 202 |
| -21.35% | Nov 25, 2024 | 90 | Apr 8, 2025 | 87 | Aug 13, 2025 | 177 |
| -19.26% | Aug 10, 2015 | 128 | Feb 11, 2016 | 122 | Aug 5, 2016 | 250 |
| -11.72% | Feb 6, 2026 | 34 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -9.66% | Jan 26, 2018 | 9 | Feb 8, 2018 | 133 | Aug 20, 2018 | 142 |
| -9.32% | Jun 1, 2021 | 33 | Jul 19, 2021 | 27 | Aug 25, 2021 | 60 |
| -9.11% | Nov 3, 2021 | 32 | Dec 20, 2021 | 15 | Jan 11, 2022 | 47 |
| -8.14% | Jul 31, 2024 | 3 | Aug 5, 2024 | 14 | Aug 23, 2024 | 17 |
| -8.13% | Jul 24, 2019 | 15 | Aug 14, 2019 | 57 | Nov 4, 2019 | 72 |
| -7.51% | Mar 28, 2024 | 13 | Apr 17, 2024 | 20 | May 15, 2024 | 33 |
| -7.20% | Sep 2, 2014 | 31 | Oct 15, 2014 | 12 | Oct 31, 2014 | 43 |
| -7.14% | Sep 19, 2025 | 19 | Oct 16, 2025 | 38 | Dec 10, 2025 | 57 |
| -7.04% | Dec 31, 2013 | 22 | Feb 3, 2014 | 20 | Mar 4, 2014 | 42 |
| -6.93% | Jan 14, 2021 | 10 | Jan 29, 2021 | 6 | Feb 8, 2021 | 16 |
| -6.33% | Mar 1, 2017 | 31 | Apr 13, 2017 | 55 | Jul 3, 2017 | 86 |
| -5.80% | Aug 27, 2021 | 16 | Sep 21, 2021 | 12 | Oct 7, 2021 | 28 |
| -5.68% | May 17, 2024 | 19 | Jun 14, 2024 | 17 | Jul 11, 2024 | 36 |
| -5.53% | May 17, 2013 | 25 | Jun 24, 2013 | 9 | Jul 8, 2013 | 34 |
| -5.45% | Aug 2, 2013 | 20 | Aug 30, 2013 | 30 | Oct 14, 2013 | 50 |
| -5.18% | Mar 15, 2021 | 7 | Mar 24, 2021 | 12 | Apr 12, 2021 | 19 |
| -4.96% | Aug 30, 2024 | 7 | Sep 11, 2024 | 6 | Sep 19, 2024 | 13 |
| -4.90% | Dec 29, 2014 | 12 | Jan 15, 2015 | 19 | Feb 12, 2015 | 31 |