Performance analysis of SHRY (FIRST TRUST BLOOMBERG SHAREHOLDER YIELD ETF)
Annual Return
Over the past 3 years, SHRY has had an average annual return of +12.23%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, SHRY has had an average annual return of +8.38%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Jun 22, 2017, SHRY has had an average annual return of +11.01%, underperforming the benchmark SPY, which returned +14.96% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.06% | +7.29% | +17.27% | +17.46% | -14.22% | +30.49% | +11.84% | +30.68% | -9.34% | +10.12% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.86% | +3.74% | -3.51% | +2.65% | -1.71% | -2.07% | +4.21% | +7.06% | |||||
| 2025 | +2.69% | +1.26% | -1.59% | -2.17% | +4.16% | +3.20% | -2.51% | +3.29% | +0.77% | -3.02% | -0.18% | +1.52% | +7.29% |
| 2024 | +0.16% | +5.19% | +5.40% | -4.08% | +4.34% | -0.40% | +4.98% | +3.09% | +0.99% | -2.40% | +6.59% | -6.82% | +17.27% |
| 2023 | +6.31% | -2.55% | +0.57% | -0.41% | -2.18% | +7.79% | +3.63% | -2.55% | -5.11% | -3.45% | +9.22% | +6.23% | +17.46% |
| 2022 | -6.48% | -1.12% | +2.47% | -6.90% | +1.91% | -9.80% | +9.09% | -4.31% | -9.57% | +9.94% | +7.05% | -4.78% | -14.22% |
| 2021 | +0% | +5.45% | +5.12% | +3.78% | +1.79% | +0.95% | +1.80% | +2.18% | -4.44% | +5.32% | -0.63% | +6.10% | +30.49% |
| 2020 | -1.85% | -8.98% | -14.90% | +13.51% | +4.48% | +1.48% | +3.92% | +5.51% | -2.75% | -2.08% | +13.55% | +3.11% | +11.84% |
| 2019 | +9.07% | +3.78% | +0.88% | +3.60% | -7.15% | +7.51% | +2.14% | -2.47% | +2.81% | +1.06% | +3.77% | +3.04% | +30.68% |
| 2018 | +4.46% | -2.84% | -2.56% | +0.38% | +1.38% | +0.65% | +1.80% | +3.09% | -0.19% | -8.51% | +3.73% | -9.97% | -9.34% |
| 2017 | +0.10% | +0.96% | -0.90% | +3.10% | +1.52% | +3.50% | +1.50% | +10.12% |
Drawdown analysis of SHRY (FIRST TRUST BLOOMBERG SHAREHOLDER YIELD ETF)
The maximum drawdown for the SHRY was -36.67%, occurring on Mar 23, 2020. Recovery took 163 trading sessions.
The current SHRY drawdown is -1.13%.
Since Jun 22, 2017 SHRY has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.67% | Feb 12, 2020 | 27 | Mar 23, 2020 | 163 | Nov 11, 2020 | 190 |
| -23.94% | Jan 4, 2022 | 186 | Sep 30, 2022 | 310 | Dec 26, 2023 | 496 |
| -19.56% | Sep 21, 2018 | 64 | Dec 24, 2018 | 82 | Apr 24, 2019 | 146 |
| -15.34% | Nov 29, 2024 | 87 | Apr 8, 2025 | 56 | Jun 30, 2025 | 143 |
| -10.32% | Jan 26, 2018 | 10 | Feb 9, 2018 | 138 | Aug 28, 2018 | 148 |
| -7.52% | Apr 24, 2019 | 26 | May 31, 2019 | 21 | Jul 1, 2019 | 47 |
| -7.20% | Oct 6, 2025 | 33 | Nov 20, 2025 | 36 | Jan 14, 2026 | 69 |
| -6.56% | Mar 2, 2026 | 77 | Jun 22, 2026 | Ongoing | Ongoing | Ongoing |
| -6.37% | Jul 26, 2019 | 14 | Aug 15, 2019 | 19 | Sep 12, 2019 | 33 |
| -5.49% | Mar 28, 2024 | 13 | Apr 17, 2024 | 20 | May 15, 2024 | 33 |
| -4.90% | Sep 2, 2021 | 21 | Oct 4, 2021 | 13 | Oct 21, 2021 | 34 |
| -4.77% | Sep 12, 2019 | 14 | Oct 2, 2019 | 18 | Oct 28, 2019 | 32 |
| -4.54% | Nov 16, 2021 | 10 | Dec 1, 2021 | 16 | Dec 23, 2021 | 26 |
| -4.52% | Jan 20, 2021 | 7 | Jan 29, 2021 | 6 | Feb 8, 2021 | 13 |
| -4.50% | Jul 3, 2025 | 20 | Aug 1, 2025 | 43 | Oct 2, 2025 | 63 |
| -4.25% | Feb 24, 2021 | 6 | Mar 4, 2021 | 5 | Mar 11, 2021 | 11 |
| -4.04% | Jan 23, 2020 | 6 | Jan 31, 2020 | 7 | Feb 11, 2020 | 13 |
| -4.01% | May 7, 2021 | 3 | May 12, 2021 | 16 | Jun 4, 2021 | 19 |
| -3.85% | Oct 17, 2024 | 10 | Oct 31, 2024 | 4 | Nov 6, 2024 | 14 |
| -3.74% | Jul 31, 2024 | 3 | Aug 5, 2024 | 9 | Aug 16, 2024 | 12 |
| -3.69% | Jun 11, 2021 | 5 | Jun 18, 2021 | 10 | Jul 2, 2021 | 15 |
| -3.42% | Jul 12, 2021 | 5 | Jul 19, 2021 | 5 | Jul 26, 2021 | 10 |
| -2.56% | Dec 28, 2023 | 12 | Jan 17, 2024 | 3 | Jan 22, 2024 | 15 |
| -2.33% | May 17, 2024 | 19 | Jun 14, 2024 | 4 | Jun 21, 2024 | 23 |
| -2.28% | Mar 17, 2021 | 5 | Mar 24, 2021 | 2 | Mar 26, 2021 | 7 |