Performance analysis of KNGZ (FIRST TRUST S&P 500 DIVERSIFIED DIVIDEND ARISTOCRATS ETF)
Annual Return
Over the past 3 years, KNGZ has had an average annual return of +14.25%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, KNGZ has had an average annual return of +9.67%, underperforming the benchmark SPY, which returned +12.78% annual.
Since Jun 22, 2017, KNGZ has had an average annual return of +11.06%, underperforming the benchmark SPY, which returned +14.86% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +13.89% | +14.28% | +11.05% | +9.75% | -7.56% | +28.96% | +5.51% | +27.30% | -7.09% | +9.90% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.07% | +1.37% | -5.13% | +8.47% | +5.71% | -2.26% | +0.57% | +13.89% | |||||
| 2025 | +3.54% | +1.01% | -3.95% | -4.26% | +4.12% | +5.47% | -0.23% | +5.63% | +1.73% | -1.12% | +0.05% | +2.01% | +14.28% |
| 2024 | -0.07% | +1.32% | +5.51% | -4.14% | +4.53% | -0.22% | +4.42% | +2.97% | +2.36% | -2.04% | +4.09% | -7.36% | +11.05% |
| 2023 | +6.01% | -3.85% | +0.09% | -1.30% | -3.58% | +7.11% | +3.79% | -2.86% | -4.77% | -4.10% | +8.21% | +5.92% | +9.75% |
| 2022 | -1.98% | -1.84% | +2.63% | -4.64% | +2.88% | -9.17% | +6.43% | -3.59% | -9.71% | +10.96% | +7.20% | -4.67% | -7.56% |
| 2021 | +1.93% | +5.64% | +6.69% | +3.59% | +2.89% | -1.55% | +0.93% | +1.43% | -2.90% | +1.48% | +1.27% | +4.72% | +28.96% |
| 2020 | -3.39% | -8.64% | -16.37% | +11.17% | +3.21% | +2.27% | +2.86% | +5.41% | -2.97% | -2.03% | +17.04% | +0.99% | +5.51% |
| 2019 | +7.42% | +4.08% | +0.29% | +3.75% | -8.52% | +6.67% | +2.74% | -4.77% | +5.41% | +1.60% | +4.91% | +2.02% | +27.30% |
| 2018 | +4.24% | -3.48% | -2.53% | +0.13% | +1.60% | +1.28% | +1.91% | +3.23% | -0.35% | -7.12% | +3.47% | -8.72% | -7.09% |
| 2017 | -0.30% | +0.10% | -1.17% | +3.91% | +0.22% | +4.58% | +2.31% | +9.90% |
Drawdown analysis of KNGZ (FIRST TRUST S&P 500 DIVERSIFIED DIVIDEND ARISTOCRATS ETF)
The maximum drawdown for the KNGZ was -37.44%, occurring on Mar 23, 2020. Recovery took 171 trading sessions.
The current KNGZ drawdown is -3.39%.
Since Jun 22, 2017 KNGZ has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -37.44% | Jan 17, 2020 | 44 | Mar 23, 2020 | 171 | Nov 23, 2020 | 215 |
| -19.72% | Jan 11, 2022 | 181 | Sep 30, 2022 | 310 | Dec 26, 2023 | 491 |
| -19.70% | Nov 25, 2024 | 90 | Apr 8, 2025 | 59 | Jul 3, 2025 | 149 |
| -16.97% | Sep 20, 2018 | 65 | Dec 24, 2018 | 82 | Apr 24, 2019 | 147 |
| -10.57% | Jan 26, 2018 | 10 | Feb 9, 2018 | 133 | Aug 21, 2018 | 143 |
| -9.41% | Feb 11, 2026 | 26 | Mar 20, 2026 | 28 | Apr 30, 2026 | 54 |
| -8.85% | May 3, 2019 | 19 | May 31, 2019 | 37 | Jul 24, 2019 | 56 |
| -7.97% | Jul 24, 2019 | 16 | Aug 15, 2019 | 22 | Sep 17, 2019 | 38 |
| -6.73% | Oct 27, 2025 | 18 | Nov 20, 2025 | 8 | Dec 3, 2025 | 26 |
| -6.10% | Jul 16, 2024 | 14 | Aug 5, 2024 | 14 | Aug 23, 2024 | 28 |
| -5.73% | Jun 4, 2021 | 30 | Jul 19, 2021 | 19 | Aug 13, 2021 | 49 |
| -5.45% | Aug 13, 2021 | 26 | Sep 21, 2021 | 33 | Nov 5, 2021 | 59 |
| -5.45% | Mar 28, 2024 | 13 | Apr 17, 2024 | 20 | May 15, 2024 | 33 |
| -4.49% | Sep 17, 2019 | 12 | Oct 3, 2019 | 12 | Oct 21, 2019 | 24 |
| -4.08% | Jun 2, 2026 | 15 | Jun 24, 2026 | Ongoing | Ongoing | Ongoing |
| -3.98% | Jul 3, 2025 | 20 | Aug 1, 2025 | 8 | Aug 13, 2025 | 28 |
| -3.89% | Oct 3, 2025 | 5 | Oct 10, 2025 | 11 | Oct 27, 2025 | 16 |
| -3.79% | Jun 26, 2017 | 38 | Aug 18, 2017 | 16 | Sep 12, 2017 | 54 |
| -3.62% | Mar 22, 2021 | 2 | Mar 24, 2021 | 7 | Apr 5, 2021 | 9 |
| -3.37% | Oct 14, 2024 | 15 | Nov 4, 2024 | 15 | Nov 25, 2024 | 30 |
| -3.34% | Jan 21, 2021 | 6 | Jan 29, 2021 | 5 | Feb 5, 2021 | 11 |
| -3.21% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -3.11% | Dec 9, 2020 | 9 | Dec 22, 2020 | 10 | Jan 7, 2021 | 19 |
| -3.05% | Dec 16, 2021 | 2 | Dec 20, 2021 | 3 | Dec 23, 2021 | 5 |
| -2.92% | May 7, 2021 | 3 | May 12, 2021 | 2 | May 14, 2021 | 5 |