Performance analysis of MARB (FIRST TRUST MERGER ARBITRAGE ETF)
Annual Return
Over the past 3 years, MARB has had an average annual return of +4.29%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, MARB has had an average annual return of +2.64%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Feb 5, 2020, MARB has had an average annual return of +2.01%, underperforming the benchmark SPY, which returned +15.44% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.26% | +7.01% | +0.72% | +2.15% | +3.89% | +0.27% | -2.35% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.37% | -0.07% | -0% | +0.77% | +0.15% | +0.04% | +1.26% | ||||||
| 2025 | -0.43% | +1.19% | -0.30% | +0.41% | +1.24% | +0.71% | +1.20% | +0.33% | +0.16% | +0.51% | +1.40% | +0.40% | +7.01% |
| 2024 | -2.23% | +0.05% | +0.40% | -1.31% | +0.71% | -0.13% | +1.93% | +0.76% | -0.84% | -0.62% | +0.76% | +1.31% | +0.72% |
| 2023 | -0.46% | +0.20% | +0% | +0.26% | -2.13% | +1.55% | -0.30% | +1.91% | +0.34% | -0.49% | +0.58% | +0.76% | +2.15% |
| 2022 | +0.71% | +0.47% | +0.67% | -0.56% | +0.34% | -0.40% | +0.71% | +0.34% | +0.15% | +1.60% | -0.79% | +0.61% | +3.89% |
| 2021 | -0.01% | -0.51% | +0.66% | +0.83% | +0.53% | -1.06% | -0.47% | +0.29% | +0.35% | -0.16% | -0.41% | +0.26% | +0.27% |
| 2020 | -0.10% | -3.78% | +3.24% | -2.41% | -0.38% | +0.74% | -0.11% | +0.27% | +0.22% | +0.29% | -0.17% | -2.35% |
Drawdown analysis of MARB (FIRST TRUST MERGER ARBITRAGE ETF)
The maximum drawdown for the MARB was -11.99%, occurring on Mar 18, 2020. Recovery took 527 trading sessions.
Since Feb 5, 2020 MARB has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -11.99% | Feb 21, 2020 | 18 | Mar 18, 2020 | 527 | Apr 20, 2022 | 545 |
| -3.67% | Dec 21, 2023 | 85 | Apr 25, 2024 | 168 | Dec 24, 2024 | 253 |
| -3.45% | Feb 23, 2023 | 61 | May 22, 2023 | 67 | Aug 28, 2023 | 128 |
| -3.19% | Apr 20, 2022 | 40 | Jun 16, 2022 | 37 | Aug 10, 2022 | 77 |
| -2.43% | Jul 14, 2025 | 2 | Jul 16, 2025 | 4 | Jul 22, 2025 | 6 |
| -1.80% | Feb 13, 2025 | 37 | Apr 8, 2025 | 13 | Apr 28, 2025 | 50 |
| -1.71% | Nov 1, 2022 | 4 | Nov 7, 2022 | 72 | Feb 22, 2023 | 76 |
| -1.28% | Sep 13, 2022 | 17 | Oct 6, 2022 | 12 | Oct 24, 2022 | 29 |
| -1.23% | Oct 30, 2025 | 2 | Nov 3, 2025 | 4 | Nov 7, 2025 | 6 |
| -1.16% | Jan 24, 2025 | 7 | Feb 4, 2025 | 7 | Feb 13, 2025 | 14 |
| -1.13% | Oct 17, 2023 | 18 | Nov 10, 2023 | 19 | Dec 8, 2023 | 37 |
| -1.01% | Apr 6, 2026 | 1 | Apr 7, 2026 | 2 | Apr 9, 2026 | 3 |
| -0.90% | Aug 21, 2025 | 5 | Aug 28, 2025 | 42 | Oct 28, 2025 | 47 |
| -0.83% | Jan 23, 2026 | 36 | Mar 17, 2026 | 11 | Apr 1, 2026 | 47 |
| -0.79% | Nov 7, 2025 | 1 | Nov 10, 2025 | 1 | Nov 11, 2025 | 2 |
| -0.74% | Oct 24, 2022 | 2 | Oct 26, 2022 | 2 | Oct 28, 2022 | 4 |
| -0.69% | Aug 12, 2022 | 13 | Aug 31, 2022 | 8 | Sep 13, 2022 | 21 |
| -0.45% | Jan 14, 2025 | 1 | Jan 15, 2025 | 4 | Jan 22, 2025 | 5 |
| -0.45% | Sep 15, 2023 | 4 | Sep 21, 2023 | 5 | Sep 28, 2023 | 9 |
| -0.44% | May 22, 2025 | 1 | May 23, 2025 | 4 | May 30, 2025 | 5 |
| -0.40% | Jun 5, 2025 | 6 | Jun 13, 2025 | 2 | Jun 17, 2025 | 8 |
| -0.40% | Sep 28, 2023 | 3 | Oct 3, 2023 | 10 | Oct 17, 2023 | 13 |
| -0.35% | Dec 8, 2023 | 2 | Dec 12, 2023 | 1 | Dec 13, 2023 | 3 |
| -0.35% | Jun 17, 2025 | 3 | Jun 23, 2025 | 5 | Jun 30, 2025 | 8 |
| -0.33% | Jul 1, 2025 | 3 | Jul 7, 2025 | 1 | Jul 8, 2025 | 4 |