Performance analysis of LMBS (FIRST TRUST LOW DURATION OPPORTUNITIES ETF)
Annual Return
Over the past 3 years, LMBS has had an average annual return of +5.77%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, LMBS has had an average annual return of +3.05%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, LMBS has had an average annual return of +2.69%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 5, 2014, LMBS has had an average annual return of +3.01%, underperforming the benchmark SPY, which returned +14% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.34% | +7.05% | +5.15% | +6.10% | -3.07% | -0.91% | +1.63% | +4.11% | +1.61% | +1.69% | +6.48% | +2.56% |
| 2014 | |||||||||||
| +1.57% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.70% | +0.88% | -0.91% | +0.42% | +0.30% | -0.05% | +1.34% | ||||||
| 2025 | +0.49% | +1.17% | +0.39% | +0.23% | -0.06% | +1.08% | +0.16% | +1.24% | +0.70% | +0.62% | +0.54% | +0.27% | +7.05% |
| 2024 | +0.53% | -0.23% | +0.69% | -1.00% | +1.17% | +0.52% | +1.75% | +1% | +1.10% | -1.23% | +1.05% | -0.27% | +5.15% |
| 2023 | +1.61% | -0.53% | +0.75% | +0.47% | +0.13% | -0.18% | +0.27% | +0.48% | -0.61% | -0.62% | +2.28% | +1.94% | +6.10% |
| 2022 | -0.38% | -0.23% | -1.02% | -0.31% | -0.16% | -0.38% | +0.62% | -0.28% | -1.83% | -0.83% | +1.26% | +0.47% | -3.07% |
| 2021 | +0.24% | -0.17% | -0.34% | +0.36% | -0.10% | -0.04% | +0.02% | +0.02% | -0.18% | -0.11% | -0.40% | -0.21% | -0.91% |
| 2020 | +0.96% | +0.60% | -2.50% | +1.47% | +0.19% | +0.25% | +0.41% | +0.06% | +0.12% | -0.15% | +0.39% | -0.12% | +1.63% |
| 2019 | +0.39% | +0.24% | +0.51% | +0.29% | +0.59% | +0.57% | +0.44% | +0.54% | +0.23% | -0.15% | +0.39% | -0.02% | +4.11% |
| 2018 | -0.09% | +0.10% | +0.15% | -0.11% | +0.29% | +0.11% | +0.09% | +0.33% | -0.12% | +0.00880% | +0.40% | +0.45% | +1.61% |
| 2017 | +0.21% | +0.34% | -0.13% | +0.34% | +0.27% | +0.18% | +0.28% | +0.09% | +0.09% | -0.08% | +0.07% | +0.02% | +1.69% |
Drawdown analysis of LMBS (FIRST TRUST LOW DURATION OPPORTUNITIES ETF)
The maximum drawdown for the LMBS was -6.49%, occurring on Oct 21, 2022. Recovery took 285 trading sessions.
The current LMBS drawdown is -0.25%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -6.49% | Mar 6, 2020 | 663 | Oct 21, 2022 | 285 | Dec 11, 2023 | 948 |
| -1.86% | Jan 6, 2015 | 12 | Jan 23, 2015 | 33 | Mar 12, 2015 | 45 |
| -1.73% | Apr 4, 2025 | 5 | Apr 11, 2025 | 41 | Jun 11, 2025 | 46 |
| -1.51% | Oct 1, 2024 | 23 | Nov 1, 2024 | 63 | Feb 5, 2025 | 86 |
| -1.45% | Mar 27, 2024 | 13 | Apr 16, 2024 | 21 | May 15, 2024 | 34 |
| -1.43% | Feb 27, 2026 | 20 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -1.25% | Aug 24, 2015 | 4 | Aug 28, 2015 | 26 | Oct 6, 2015 | 30 |
| -0.97% | Dec 4, 2014 | 1 | Dec 5, 2014 | 14 | Dec 26, 2014 | 15 |
| -0.90% | Apr 6, 2015 | 16 | Apr 28, 2015 | 7 | May 7, 2015 | 23 |
| -0.86% | Nov 4, 2016 | 35 | Dec 27, 2016 | 67 | Apr 4, 2017 | 102 |
| -0.84% | Feb 1, 2024 | 8 | Feb 13, 2024 | 15 | Mar 6, 2024 | 23 |
| -0.80% | Feb 18, 2016 | 8 | Mar 1, 2016 | 12 | Mar 17, 2016 | 20 |
| -0.74% | May 15, 2024 | 9 | May 29, 2024 | 5 | Jun 5, 2024 | 14 |
| -0.74% | Mar 12, 2015 | 3 | Mar 17, 2015 | 3 | Mar 20, 2015 | 6 |
| -0.68% | Jan 11, 2016 | 4 | Jan 15, 2016 | 2 | Jan 20, 2016 | 6 |
| -0.67% | Oct 21, 2015 | 12 | Nov 6, 2015 | 10 | Nov 20, 2015 | 22 |
| -0.66% | Mar 8, 2024 | 6 | Mar 18, 2024 | 5 | Mar 25, 2024 | 11 |
| -0.65% | May 8, 2015 | 26 | Jun 16, 2015 | 24 | Jul 21, 2015 | 50 |
| -0.64% | Feb 8, 2016 | 4 | Feb 12, 2016 | 3 | Feb 18, 2016 | 7 |
| -0.59% | Jun 25, 2024 | 4 | Jul 1, 2024 | 3 | Jul 5, 2024 | 7 |
| -0.58% | Jan 20, 2016 | 7 | Jan 29, 2016 | 5 | Feb 5, 2016 | 12 |
| -0.58% | Nov 20, 2015 | 4 | Nov 27, 2015 | 5 | Dec 4, 2015 | 9 |
| -0.53% | Dec 18, 2015 | 4 | Dec 24, 2015 | 7 | Jan 6, 2016 | 11 |
| -0.52% | Mar 25, 2015 | 5 | Apr 1, 2015 | 2 | Apr 6, 2015 | 7 |
| -0.50% | Sep 4, 2019 | 7 | Sep 13, 2019 | 13 | Oct 2, 2019 | 20 |