Performance analysis of FYC (FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND)
Annual Return
Over the past 3 years, FYC has had an average annual return of +26.15%, outperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, FYC has had an average annual return of +10.49%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, FYC has had an average annual return of +14.30%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Apr 20, 2011, FYC has had an average annual return of +12.39%, underperforming the benchmark SPY, which returned +14.14% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +20.01% | +24.24% | +23.99% | +14.52% | -25.86% | +21.63% | +32.35% | +16.79% | -5.54% | +22.97% | +13.82% | +1.21% |
| 2014 | 2013 | 2012 | 2011 | ||||||||
| -1.12% | +43.46% | +11.58% | -6.30% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.95% | +0.60% | -3.52% | +14.81% | +4.37% | -0.74% | +20.01% | ||||||
| 2025 | +2.34% | -6.32% | -7.32% | -0.55% | +8.48% | +7.22% | +0.48% | +8.64% | +4.52% | +4.61% | +0.70% | +0.58% | +24.24% |
| 2024 | -3.80% | +6.13% | +2.27% | -4.54% | +6.87% | -1.58% | +8.27% | +1.78% | +2.90% | -0.01% | +13.82% | -8.35% | +23.99% |
| 2023 | +9.21% | -1.18% | -2.93% | -2.44% | -0.87% | +7.74% | +6.10% | -5.18% | -6.82% | -7.06% | +9.74% | +9.73% | +14.52% |
| 2022 | -11.44% | +1.52% | +1.95% | -12.09% | -1.09% | -8.85% | +11.17% | -1.03% | -9.56% | +10% | +0.71% | -7.40% | -25.86% |
| 2021 | +8.12% | +5.98% | -1.44% | +0.83% | +1.49% | +2.78% | -2.88% | +2.83% | -2.15% | +5.43% | -2.71% | +2.15% | +21.63% |
| 2020 | -1.13% | -8.43% | -22.81% | +14.84% | +8.03% | +4.85% | +4.61% | +8.05% | -1.41% | -0.30% | +18.10% | +10.96% | +32.35% |
| 2019 | +9.92% | +5.94% | -1.20% | +1.32% | -7.04% | +7.06% | +0.73% | -4.39% | -2.06% | +1.89% | +2.93% | +1.75% | +16.79% |
| 2018 | +2.99% | -2.63% | +1.80% | +1.18% | +8.36% | +2.03% | +0.51% | +8.94% | -1.52% | -13.51% | +0.95% | -12.14% | -5.54% |
| 2017 | +2.47% | +1.97% | +0.78% | +1.78% | -0.86% | +4.62% | +1.01% | -0.13% | +6.16% | +1.17% | +2.11% | -0.01% | +22.97% |
Drawdown analysis of FYC (FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND)
The maximum drawdown for the FYC was -47.85%, occurring on Mar 18, 2020. Recovery took 169 trading sessions.
The current FYC drawdown is -1.83%.
Since Apr 20, 2011 FYC has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 4 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -47.85% | Aug 31, 2018 | 387 | Mar 18, 2020 | 169 | Nov 16, 2020 | 556 |
| -35.38% | Nov 8, 2021 | 495 | Oct 27, 2023 | 258 | Nov 6, 2024 | 753 |
| -27.86% | Jul 7, 2011 | 61 | Oct 3, 2011 | 234 | Sep 6, 2012 | 295 |
| -27.79% | Nov 29, 2024 | 87 | Apr 8, 2025 | 87 | Aug 13, 2025 | 174 |
| -19.75% | Jun 23, 2015 | 161 | Feb 11, 2016 | 104 | Jul 12, 2016 | 265 |
| -14.87% | Mar 18, 2014 | 145 | Oct 13, 2014 | 89 | Feb 20, 2015 | 234 |
| -13.51% | Feb 12, 2021 | 61 | May 12, 2021 | 120 | Nov 1, 2021 | 181 |
| -12.15% | Sep 22, 2016 | 30 | Nov 3, 2016 | 10 | Nov 17, 2016 | 40 |
| -11.31% | Sep 14, 2012 | 42 | Nov 15, 2012 | 36 | Jan 9, 2013 | 78 |
| -10.48% | Jan 22, 2026 | 46 | Mar 30, 2026 | 9 | Apr 13, 2026 | 55 |
| -9.71% | Dec 24, 2013 | 28 | Feb 5, 2014 | 18 | Mar 4, 2014 | 46 |
| -9.70% | Apr 29, 2011 | 33 | Jun 16, 2011 | 14 | Jul 7, 2011 | 47 |
| -9.31% | Oct 24, 2025 | 19 | Nov 20, 2025 | 9 | Dec 4, 2025 | 28 |
| -8.64% | Jan 26, 2018 | 9 | Feb 8, 2018 | 20 | Mar 9, 2018 | 29 |
| -6.28% | Mar 20, 2013 | 17 | Apr 15, 2013 | 15 | May 6, 2013 | 32 |
| -6.13% | Mar 24, 2015 | 29 | May 5, 2015 | 31 | Jun 18, 2015 | 60 |
| -6.05% | Jul 25, 2017 | 18 | Aug 18, 2017 | 20 | Sep 18, 2017 | 38 |
| -5.91% | Mar 12, 2018 | 14 | Apr 2, 2018 | 11 | Apr 17, 2018 | 25 |
| -5.59% | Nov 11, 2024 | 4 | Nov 15, 2024 | 6 | Nov 25, 2024 | 10 |
| -5.23% | Jul 19, 2018 | 7 | Jul 30, 2018 | 16 | Aug 21, 2018 | 23 |
| -5.17% | Jan 22, 2021 | 5 | Jan 29, 2021 | 4 | Feb 4, 2021 | 9 |
| -5.06% | Jun 20, 2018 | 5 | Jun 27, 2018 | 14 | Jul 18, 2018 | 19 |
| -4.94% | Mar 1, 2017 | 31 | Apr 13, 2017 | 7 | Apr 25, 2017 | 38 |
| -4.84% | Jun 18, 2013 | 3 | Jun 21, 2013 | 10 | Jul 8, 2013 | 13 |
| -4.70% | Feb 19, 2013 | 4 | Feb 25, 2013 | 6 | Mar 5, 2013 | 10 |