Performance analysis of FXR (FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND)
Annual Return
Over the past 3 years, FXR has had an average annual return of +13.59%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, FXR has had an average annual return of +9.29%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, FXR has had an average annual return of +12.70%, underperforming the benchmark SPY, which returned +14.95% annual.
Since May 10, 2007, FXR has had an average annual return of +8.89%, underperforming the benchmark SPY, which returned +10.72% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +10.21% | +7.57% | +16.19% | +26.98% | -16.69% | +25.06% | +12.77% | +33.42% | -15.11% | +24.20% | +26.71% | -13.42% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| +8.02% | +46.77% | +15.61% | -6.56% | +26.05% | +41.96% | -45.99% | -2.22% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.84% | +5.99% | -9.65% | +7.54% | -0.62% | +4.63% | -3.67% | +10.21% | |||||
| 2025 | +4.88% | -5.72% | -5.71% | -3.28% | +6.15% | +3.97% | +4.04% | +2.63% | -1.29% | +0.18% | -0.15% | +2.51% | +7.57% |
| 2024 | -0.55% | +6.71% | +6.11% | -6.09% | +2.13% | -2.50% | +7.52% | +0.62% | +3.06% | -0.36% | +10.12% | -9.81% | +16.19% |
| 2023 | +10.04% | -0.62% | -1.21% | -1.06% | -2.80% | +12.68% | +2.98% | -2.13% | -5.00% | -5.73% | +9.94% | +9.30% | +26.98% |
| 2022 | -7.47% | -1.13% | -0.84% | -5.84% | +1.24% | -10.47% | +11.53% | -5.25% | -9.42% | +10.30% | +6.65% | -4.44% | -16.69% |
| 2021 | -1.85% | +8.18% | +6.45% | +4.36% | +1.44% | -1.49% | +0.85% | +2.74% | -6.07% | +5.36% | -1.90% | +5.49% | +25.06% |
| 2020 | -2.70% | -10.68% | -21.99% | +13% | +7.63% | +2.70% | +3.30% | +7.34% | -2.23% | +0.73% | +16.55% | +4.63% | +12.77% |
| 2019 | +12% | +4.97% | -0.42% | +4.91% | -7.45% | +9.42% | +0.14% | -3.74% | +2.86% | +2.37% | +4.53% | +1.10% | +33.42% |
| 2018 | +3.45% | -4.55% | -1.08% | -2.80% | +3.77% | -1.87% | +5.62% | +2.91% | -0.16% | -13.10% | +6.52% | -12.59% | -15.11% |
| 2017 | +2.68% | +2.93% | -1.12% | +0.91% | +0.98% | +1.26% | -0.06% | +0.31% | +4.89% | +2.50% | +4.65% | +2.11% | +24.20% |
Drawdown analysis of FXR (FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND)
The maximum drawdown for the FXR was -63.81%, occurring on Mar 9, 2009. Recovery took 962 trading sessions.
The current FXR drawdown is -3.81%.
Since May 10, 2007 FXR has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 6 times
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -63.81% | May 31, 2007 | 446 | Mar 9, 2009 | 962 | Jan 2, 2013 | 1408 |
| -44.71% | Jan 16, 2020 | 45 | Mar 23, 2020 | 162 | Nov 10, 2020 | 207 |
| -27.25% | Feb 24, 2015 | 228 | Jan 20, 2016 | 207 | Nov 11, 2016 | 435 |
| -26.85% | Jan 4, 2022 | 182 | Sep 26, 2022 | 306 | Dec 13, 2023 | 488 |
| -26.65% | Nov 25, 2024 | 90 | Apr 8, 2025 | 186 | Jan 5, 2026 | 276 |
| -25.38% | Sep 18, 2018 | 67 | Dec 24, 2018 | 139 | Jul 16, 2019 | 206 |
| -13.78% | Jun 9, 2014 | 88 | Oct 13, 2014 | 30 | Nov 24, 2014 | 118 |
| -13.66% | Feb 20, 2026 | 26 | Mar 30, 2026 | Ongoing | Ongoing | Ongoing |
| -10.64% | Jan 26, 2018 | 66 | May 2, 2018 | 77 | Aug 21, 2018 | 143 |
| -9.34% | Jul 24, 2019 | 16 | Aug 15, 2019 | 52 | Oct 29, 2019 | 68 |
| -8.15% | Mar 28, 2024 | 69 | Jul 9, 2024 | 5 | Jul 16, 2024 | 74 |
| -7.89% | Jan 22, 2014 | 8 | Feb 3, 2014 | 17 | Feb 27, 2014 | 25 |
| -7.64% | Jul 31, 2024 | 3 | Aug 5, 2024 | 14 | Aug 23, 2024 | 17 |
| -7.34% | Nov 25, 2014 | 34 | Jan 15, 2015 | 20 | Feb 13, 2015 | 54 |
| -7.14% | Nov 16, 2021 | 10 | Dec 1, 2021 | 23 | Jan 4, 2022 | 33 |
| -6.86% | Aug 27, 2021 | 23 | Sep 30, 2021 | 24 | Nov 3, 2021 | 47 |
| -6.77% | May 7, 2021 | 49 | Jul 19, 2021 | 27 | Aug 25, 2021 | 76 |
| -6.40% | May 21, 2013 | 23 | Jun 24, 2013 | 12 | Jul 11, 2013 | 35 |
| -6.30% | Jan 20, 2021 | 7 | Jan 29, 2021 | 6 | Feb 8, 2021 | 13 |
| -6.18% | Mar 28, 2013 | 14 | Apr 18, 2013 | 13 | May 7, 2013 | 27 |
| -5.90% | Mar 1, 2017 | 31 | Apr 13, 2017 | 34 | Jun 2, 2017 | 65 |
| -5.27% | Aug 30, 2024 | 4 | Sep 6, 2024 | 7 | Sep 17, 2024 | 11 |
| -5.11% | Apr 2, 2014 | 7 | Apr 11, 2014 | 20 | May 12, 2014 | 27 |
| -4.70% | Aug 2, 2013 | 20 | Aug 30, 2013 | 6 | Sep 10, 2013 | 26 |
| -4.67% | Jul 14, 2017 | 29 | Aug 24, 2017 | 16 | Sep 18, 2017 | 45 |