Performance analysis of TDIV (FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND)
Annual Return
Over the past 3 years, TDIV has had an average annual return of +24.33%, outperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, TDIV has had an average annual return of +15.53%, outperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, TDIV has had an average annual return of +16.84%, outperforming the benchmark SPY, which returned +14.91% annual.
Since Aug 14, 2012, TDIV has had an average annual return of +15.47%, outperforming the benchmark SPY, which returned +14.65% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +12.19% | +25.29% | +24.41% | +36.69% | -22.13% | +29.47% | +17.49% | +33.26% | -3.16% | +21.95% | +20.16% | -6.42% |
| 2014 | 2013 | 2012 | |||||||||
| +15.51% | +30.99% | -2.06% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.97% | +0.05% | -4.88% | +15.34% | +14.06% | -6.42% | -6.09% | +12.19% | |||||
| 2025 | +2.92% | -1.81% | -6.83% | -0.15% | +10.46% | +11.46% | +0.35% | +1.47% | +7.68% | +2.31% | -3.23% | -0.29% | +25.29% |
| 2024 | +2.45% | +3.59% | +2.71% | -3.92% | +7.89% | +5.27% | +1.12% | +1.60% | +3.62% | -2.83% | +2.49% | -1.35% | +24.41% |
| 2023 | +8.04% | -2.57% | +7.93% | -2.11% | +4.27% | +6.73% | +2.45% | -0.73% | -5.62% | -2.34% | +11.41% | +5.75% | +36.69% |
| 2022 | -4.07% | -3.98% | +2.19% | -8.31% | +3.89% | -10.13% | +6.74% | -6.46% | -12.25% | +7.94% | +8.99% | -6.24% | -22.13% |
| 2021 | +1.11% | +2.06% | +6.08% | +2.63% | +1.73% | +2.17% | +0.94% | +2.11% | -4.03% | +2.18% | +3.28% | +6.21% | +29.47% |
| 2020 | +0.69% | -8.57% | -10.37% | +10.12% | +3.31% | +4.13% | +4.39% | +5.10% | -3.84% | -4.03% | +13.20% | +4.87% | +17.49% |
| 2019 | +7.33% | +5.08% | +2.87% | +4.41% | -10.15% | +9.26% | +3% | -3.70% | +4.30% | +1.59% | +2.85% | +3.68% | +33.26% |
| 2018 | +5.65% | -0.91% | -2.29% | -1.26% | +2.52% | -1.51% | +3.47% | +4.20% | +1.10% | -7.89% | +1.78% | -7.09% | -3.16% |
| 2017 | +3.45% | +3.14% | +0.93% | +0.22% | +1.45% | -2.49% | +1.60% | +1.29% | +1.53% | +5.90% | +2.25% | +0.95% | +21.95% |
Drawdown analysis of TDIV (FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND)
The maximum drawdown for the TDIV was -31.97%, occurring on Oct 12, 2022. Recovery took 292 trading sessions.
The current TDIV drawdown is -15.62%.
Since Aug 14, 2012 TDIV has experienced the following drawdowns:
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.97% | Jan 4, 2022 | 194 | Oct 12, 2022 | 292 | Dec 11, 2023 | 486 |
| -31.59% | Feb 12, 2020 | 27 | Mar 23, 2020 | 111 | Aug 28, 2020 | 138 |
| -23.00% | Feb 20, 2025 | 33 | Apr 8, 2025 | 40 | Jun 5, 2025 | 73 |
| -18.49% | Oct 3, 2018 | 56 | Dec 24, 2018 | 55 | Mar 15, 2019 | 111 |
| -18.41% | Feb 24, 2015 | 228 | Jan 20, 2016 | 120 | Jul 12, 2016 | 348 |
| -15.62% | Jun 2, 2026 | 32 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -12.13% | Apr 23, 2019 | 28 | Jun 3, 2019 | 35 | Jul 23, 2019 | 63 |
| -11.43% | Jul 16, 2024 | 14 | Aug 5, 2024 | 35 | Sep 24, 2024 | 49 |
| -10.72% | Oct 28, 2025 | 104 | Mar 30, 2026 | 12 | Apr 16, 2026 | 116 |
| -10.54% | Sep 2, 2020 | 39 | Oct 28, 2020 | 13 | Nov 16, 2020 | 52 |
| -10.17% | Jan 26, 2018 | 9 | Feb 8, 2018 | 20 | Mar 9, 2018 | 29 |
| -9.71% | Sep 14, 2012 | 42 | Nov 15, 2012 | 39 | Jan 14, 2013 | 81 |
| -9.36% | Sep 18, 2014 | 20 | Oct 16, 2014 | 23 | Nov 18, 2014 | 43 |
| -8.90% | Jul 24, 2019 | 16 | Aug 15, 2019 | 51 | Oct 28, 2019 | 67 |
| -8.25% | Mar 12, 2018 | 14 | Apr 2, 2018 | 102 | Aug 24, 2018 | 116 |
| -7.81% | Mar 7, 2024 | 30 | Apr 19, 2024 | 17 | May 14, 2024 | 47 |
| -7.16% | Dec 26, 2014 | 23 | Jan 30, 2015 | 10 | Feb 13, 2015 | 33 |
| -6.54% | Jan 16, 2014 | 13 | Feb 5, 2014 | 30 | Mar 20, 2014 | 43 |
| -6.25% | Feb 12, 2021 | 13 | Mar 4, 2021 | 7 | Mar 15, 2021 | 20 |
| -5.93% | Dec 3, 2014 | 9 | Dec 16, 2014 | 7 | Dec 26, 2014 | 16 |
| -5.61% | Jun 18, 2013 | 4 | Jun 24, 2013 | 14 | Jul 15, 2013 | 18 |
| -5.38% | Jan 23, 2025 | 2 | Jan 27, 2025 | 16 | Feb 19, 2025 | 18 |
| -4.99% | Oct 14, 2024 | 13 | Oct 31, 2024 | 31 | Dec 16, 2024 | 44 |
| -4.78% | Sep 30, 2016 | 25 | Nov 4, 2016 | 12 | Nov 22, 2016 | 37 |
| -4.66% | Sep 3, 2021 | 26 | Oct 12, 2021 | 17 | Nov 4, 2021 | 43 |