Performance analysis of FXU (FIRST TRUST UTILITIES ALPHADEX FUND)
Annual Return
Over the past 3 years, FXU has had an average annual return of +16.79%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, FXU has had an average annual return of +12.83%, outperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, FXU has had an average annual return of +8.89%, underperforming the benchmark SPY, which returned +14.95% annual.
Since May 10, 2007, FXU has had an average annual return of +7.86%, underperforming the benchmark SPY, which returned +10.72% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +10.59% | +21.85% | +22.50% | -2.13% | +3.67% | +17.67% | +1.47% | +11.66% | +5.44% | +1.01% | +22.60% | -6.50% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| +25.49% | +17.72% | +3.47% | +10.48% | +10.40% | +22.70% | -28.80% | -3.71% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.56% | +9.42% | -2.31% | +0.34% | -3.76% | +3.48% | -0.02% | +10.59% | |||||
| 2025 | +2.84% | +4.71% | +1.21% | +0.36% | +3.84% | -0.37% | +4.93% | -0.47% | +3.32% | +0.88% | +3.71% | -4.61% | +21.85% |
| 2024 | -4.80% | +1.22% | +6.91% | +0.55% | +7.15% | -4.82% | +5.39% | +4.36% | +6.52% | -0.38% | +7.13% | -7.26% | +22.50% |
| 2023 | +0.93% | -5.01% | +3.57% | +1.45% | -6.04% | +2.05% | +2.39% | -6.39% | -5.46% | +0.18% | +5.94% | +5.37% | -2.13% |
| 2022 | -1.63% | -2.61% | +9% | -3.00% | +5.73% | -7.05% | +6.25% | +0.84% | -11.32% | +4.94% | +7.30% | -2.66% | +3.67% |
| 2021 | -1.97% | -3.99% | +11.86% | +3.63% | -1.23% | -1.36% | +2.97% | +2.83% | -6.03% | +4.05% | -2.09% | +9.23% | +17.67% |
| 2020 | +1.75% | -5.96% | -11.53% | +7.17% | +3.84% | -3.93% | +6.90% | -2.25% | -0.80% | +3.40% | +3.54% | +1.02% | +1.47% |
| 2019 | +3.51% | +2.09% | +0.46% | +0.39% | -1.83% | +3.30% | +0.45% | -0.03% | +3.80% | -0.31% | -2.60% | +2.08% | +11.66% |
| 2018 | -2.00% | -3.65% | +3.75% | +2.29% | -0.81% | +2.50% | +0.76% | +4.32% | +0.51% | +0.21% | +3.84% | -5.87% | +5.44% |
| 2017 | +1.87% | +2.06% | -0.86% | +0.33% | +2.04% | -2.41% | +1.70% | +1.44% | -3.01% | +1.45% | +0.77% | -4.10% | +1.01% |
Drawdown analysis of FXU (FIRST TRUST UTILITIES ALPHADEX FUND)
The maximum drawdown for the FXU was -49.02%, occurring on Mar 9, 2009. Recovery took 548 trading sessions.
The current FXU drawdown is -3.48%.
Since May 10, 2007 FXU has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -49.02% | May 22, 2007 | 452 | Mar 9, 2009 | 548 | May 10, 2011 | 1000 |
| -34.81% | Feb 18, 2020 | 24 | Mar 23, 2020 | 267 | Apr 14, 2021 | 291 |
| -21.88% | Sep 12, 2022 | 265 | Oct 2, 2023 | 152 | May 9, 2024 | 417 |
| -17.01% | Jul 7, 2011 | 22 | Aug 8, 2011 | 238 | Jul 18, 2012 | 260 |
| -14.69% | Jun 16, 2017 | 163 | Feb 8, 2018 | 126 | Aug 9, 2018 | 289 |
| -14.65% | Dec 29, 2014 | 173 | Sep 4, 2015 | 125 | Mar 7, 2016 | 298 |
| -14.50% | Apr 20, 2022 | 41 | Jun 17, 2022 | 38 | Aug 12, 2022 | 79 |
| -10.21% | Oct 18, 2012 | 18 | Nov 15, 2012 | 81 | Mar 15, 2013 | 99 |
| -9.25% | Dec 3, 2018 | 14 | Dec 24, 2018 | 53 | Mar 13, 2019 | 67 |
| -9.03% | Nov 26, 2024 | 15 | Dec 18, 2024 | 58 | Mar 17, 2025 | 73 |
| -9.00% | Jul 25, 2016 | 77 | Nov 10, 2016 | 67 | Feb 17, 2017 | 144 |
| -8.63% | Apr 9, 2026 | 36 | Jun 1, 2026 | Ongoing | Ongoing | Ongoing |
| -8.57% | Apr 2, 2025 | 4 | Apr 8, 2025 | 17 | May 2, 2025 | 21 |
| -7.91% | Sep 2, 2021 | 17 | Sep 28, 2021 | 55 | Dec 15, 2021 | 72 |
| -7.88% | Jun 30, 2014 | 26 | Aug 6, 2014 | 58 | Oct 28, 2014 | 84 |
| -7.81% | Dec 31, 2021 | 36 | Feb 23, 2022 | 21 | Mar 24, 2022 | 57 |
| -7.09% | May 21, 2013 | 21 | Jun 20, 2013 | 16 | Jul 15, 2013 | 37 |
| -6.48% | Aug 8, 2013 | 19 | Sep 5, 2013 | 33 | Oct 22, 2013 | 52 |
| -6.21% | May 21, 2024 | 27 | Jul 1, 2024 | 22 | Aug 1, 2024 | 49 |
| -5.88% | Jun 20, 2019 | 38 | Aug 14, 2019 | 19 | Sep 11, 2019 | 57 |
| -5.78% | Nov 28, 2025 | 26 | Jan 7, 2026 | 23 | Feb 10, 2026 | 49 |
| -5.67% | Feb 27, 2026 | 15 | Mar 20, 2026 | 12 | Apr 8, 2026 | 27 |
| -5.48% | Nov 6, 2013 | 24 | Dec 11, 2013 | 41 | Feb 11, 2014 | 65 |
| -4.86% | Apr 1, 2016 | 33 | May 18, 2016 | 15 | Jun 9, 2016 | 48 |
| -4.74% | May 12, 2011 | 23 | Jun 15, 2011 | 12 | Jul 1, 2011 | 35 |