Performance analysis of GRID (FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FUND)
Annual Return
Over the past 3 years, GRID has had an average annual return of +20.23%, outperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, GRID has had an average annual return of +15.25%, outperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, GRID has had an average annual return of +18.66%, outperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 17, 2009, GRID has had an average annual return of +12.54%, underperforming the benchmark SPY, which returned +14.12% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +18.27% | +29.65% | +15.18% | +21.56% | -13.89% | +27.64% | +48.82% | +42.80% | -22.68% | +27.43% | +22.69% | -5.52% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | ||||||
| -0.58% | +26.61% | +18.35% | -20.84% | -0.33% | +6.58% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.74% | +7.87% | -7.97% | +16.76% | +1.09% | -0.29% | -6.06% | +18.27% | |||||
| 2025 | +1.17% | -2.80% | -3.49% | +4.85% | +9.53% | +7.65% | +2.30% | +0.48% | +5.89% | +3.98% | -2.81% | +0.44% | +29.65% |
| 2024 | -4.45% | +8.75% | +5.42% | -1.83% | +6.51% | -3.02% | +3.14% | +2.34% | +4.51% | -4.39% | +3.58% | -5.10% | +15.18% |
| 2023 | +9.23% | -0.92% | +3.53% | -0.91% | +1.67% | +7.56% | +0.58% | -4.55% | -6.81% | -7.82% | +11.75% | +8.63% | +21.56% |
| 2022 | -10.03% | -1.95% | +4% | -9.54% | +1.45% | -9.68% | +15.20% | -6.31% | -9.79% | +10.49% | +12.20% | -6.18% | -13.89% |
| 2021 | +0.27% | +4.53% | +1.71% | +1.84% | +3.20% | +2.48% | +4.17% | +2.62% | -6.24% | +10% | -0.75% | +1.58% | +27.64% |
| 2020 | -1.69% | +0.76% | -21.14% | +14.80% | +8.03% | +3.63% | +5.67% | +11.56% | -2.25% | +1.45% | +17.92% | +7.55% | +48.82% |
| 2019 | +13.54% | +2.44% | -3.74% | +5.92% | -6.22% | +12.21% | +1.53% | -2.49% | +4.19% | +3.34% | +2.65% | +4.57% | +42.80% |
| 2018 | +3.02% | -3.66% | -1.66% | -1.67% | +4.48% | -3.93% | +2.48% | +0.06% | -4.67% | -11.27% | +0.83% | -8.24% | -22.68% |
| 2017 | +0.74% | -0.49% | +3.19% | +3.06% | -0.21% | +2.03% | +4.81% | +1.97% | +5.60% | +3.24% | -1.36% | +2.15% | +27.43% |
Drawdown analysis of GRID (FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FUND)
The maximum drawdown for the GRID was -40.56%, occurring on Mar 18, 2020. Recovery took 97 trading sessions.
The current GRID drawdown is -9.48%.
Since Nov 17, 2009 GRID has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 7 times
- 10% or more: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -40.56% | Feb 20, 2020 | 19 | Mar 18, 2020 | 97 | Aug 5, 2020 | 116 |
| -35.42% | Apr 4, 2011 | 164 | Nov 25, 2011 | 458 | Sep 24, 2013 | 622 |
| -29.65% | Jan 26, 2018 | 229 | Dec 24, 2018 | 217 | Nov 4, 2019 | 446 |
| -29.64% | Nov 19, 2021 | 226 | Oct 14, 2022 | 165 | Jun 13, 2023 | 391 |
| -26.65% | Mar 6, 2014 | 488 | Feb 11, 2016 | 129 | Aug 16, 2016 | 617 |
| -20.76% | Jul 18, 2023 | 72 | Oct 27, 2023 | 79 | Feb 22, 2024 | 151 |
| -20.62% | Sep 26, 2024 | 132 | Apr 8, 2025 | 26 | May 15, 2025 | 158 |
| -18.68% | Jan 8, 2010 | 103 | Jun 8, 2010 | 159 | Jan 24, 2011 | 262 |
| -11.72% | Feb 25, 2026 | 23 | Mar 30, 2026 | 9 | Apr 13, 2026 | 32 |
| -11.02% | May 11, 2026 | 47 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -10.62% | Jul 16, 2024 | 14 | Aug 5, 2024 | 30 | Sep 17, 2024 | 44 |
| -8.34% | Sep 2, 2020 | 14 | Sep 23, 2020 | 8 | Oct 5, 2020 | 22 |
| -7.91% | Feb 18, 2011 | 17 | Mar 16, 2011 | 10 | Mar 30, 2011 | 27 |
| -7.80% | Oct 29, 2025 | 16 | Nov 20, 2025 | 38 | Jan 16, 2026 | 54 |
| -7.40% | Sep 2, 2021 | 21 | Oct 4, 2021 | 18 | Oct 28, 2021 | 39 |
| -6.94% | Jan 7, 2021 | 15 | Jan 29, 2021 | 28 | Mar 11, 2021 | 43 |
| -6.88% | Oct 6, 2016 | 19 | Nov 2, 2016 | 14 | Nov 22, 2016 | 33 |
| -6.79% | Oct 16, 2020 | 8 | Oct 28, 2020 | 6 | Nov 5, 2020 | 14 |
| -6.47% | Apr 27, 2021 | 11 | May 12, 2021 | 13 | Jun 1, 2021 | 24 |
| -6.10% | Jan 17, 2014 | 10 | Feb 3, 2014 | 9 | Feb 14, 2014 | 19 |
| -6.02% | Oct 24, 2013 | 34 | Dec 12, 2013 | 12 | Dec 31, 2013 | 46 |
| -5.30% | May 5, 2017 | 9 | May 18, 2017 | 10 | Jun 2, 2017 | 19 |
| -5.23% | Jan 25, 2017 | 30 | Mar 9, 2017 | 31 | Apr 24, 2017 | 61 |
| -5.13% | Mar 15, 2021 | 7 | Mar 24, 2021 | 7 | Apr 5, 2021 | 14 |
| -4.89% | Jul 12, 2021 | 5 | Jul 19, 2021 | 7 | Jul 28, 2021 | 12 |