Performance analysis of UCON (FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF)
Annual Return
Over the past 3 years, UCON has had an average annual return of +5.59%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, UCON has had an average annual return of +2.69%, underperforming the benchmark SPY, which returned +12.55% annual.
Since Jun 5, 2018, UCON has had an average annual return of +3.62%, underperforming the benchmark SPY, which returned +14.76% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.44% | +7% | +4.69% | +7.71% | -5.72% | +1.01% | +6.53% | +7.39% | +1.11% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.20% | +0.96% | -1.66% | +0.85% | +0.54% | +0.18% | -0.60% | +0.44% | |||||
| 2025 | +0.60% | +1.19% | -0.24% | +0.29% | +0.28% | +1.10% | +0.14% | +0.99% | +1.22% | +0.48% | +0.67% | +0.08% | +7% |
| 2024 | +0.49% | -0.65% | +0.86% | -1.38% | +1.26% | +0.76% | +1.70% | +1.32% | +1.02% | -1.25% | +0.75% | -0.22% | +4.69% |
| 2023 | +2.28% | -1.83% | +1.14% | +1.84% | -0.59% | -0.35% | +1.22% | +0.18% | -1.20% | -0.55% | +2.84% | +2.60% | +7.71% |
| 2022 | -0.81% | -0.94% | -1.06% | -1.55% | +0.31% | -2.39% | +1.96% | -0.62% | -3.19% | -0.19% | +2.73% | +0.02% | -5.72% |
| 2021 | +0.28% | -0.03% | +0.15% | +0.19% | +0.24% | +0.24% | +0.07% | +0.08% | +0.11% | -0.28% | -0.34% | +0.31% | +1.01% |
| 2020 | +0.91% | +0.33% | -7.10% | +3.73% | +1.88% | +1.62% | +1.91% | +0.74% | +0.19% | +0.35% | +1.29% | +0.87% | +6.53% |
| 2019 | +1.40% | +0.09% | +1.13% | +0.92% | +0.44% | +1.02% | +0.40% | +0.50% | +0.03% | +0.88% | -0.21% | +0.58% | +7.39% |
| 2018 | +0% | +0.84% | +0.10% | +0.44% | -0.28% | -0.04% | +0.05% | +1.11% |
Drawdown analysis of UCON (FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF)
The maximum drawdown for the UCON was -15.31%, occurring on Mar 18, 2020. Recovery took 74 trading sessions.
The current UCON drawdown is -0.80%.
Since Jun 5, 2018 UCON has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -15.31% | Mar 5, 2020 | 9 | Mar 18, 2020 | 74 | Jul 2, 2020 | 83 |
| -9.60% | Sep 14, 2021 | 280 | Oct 24, 2022 | 287 | Dec 14, 2023 | 567 |
| -2.45% | Feb 26, 2026 | 20 | Mar 26, 2026 | 64 | Jun 29, 2026 | 84 |
| -1.70% | Feb 1, 2024 | 51 | Apr 16, 2024 | 21 | May 15, 2024 | 72 |
| -1.68% | Sep 24, 2024 | 28 | Nov 1, 2024 | 75 | Feb 24, 2025 | 103 |
| -1.53% | Mar 3, 2025 | 29 | Apr 11, 2025 | 33 | May 30, 2025 | 62 |
| -1.12% | Nov 9, 2018 | 29 | Dec 24, 2018 | 11 | Jan 10, 2019 | 40 |
| -1.06% | Feb 11, 2021 | 20 | Mar 12, 2021 | 52 | May 26, 2021 | 72 |
| -0.97% | Sep 4, 2019 | 7 | Sep 13, 2019 | 12 | Oct 1, 2019 | 19 |
| -0.88% | Feb 24, 2020 | 3 | Feb 27, 2020 | 3 | Mar 3, 2020 | 6 |
| -0.87% | Dec 28, 2023 | 5 | Jan 5, 2024 | 5 | Jan 12, 2024 | 10 |
| -0.83% | Oct 13, 2020 | 15 | Nov 3, 2020 | 2 | Nov 5, 2020 | 17 |
| -0.80% | Jun 29, 2026 | 9 | Jul 13, 2026 | Ongoing | Ongoing | Ongoing |
| -0.75% | Oct 28, 2025 | 16 | Nov 19, 2025 | 4 | Nov 25, 2025 | 20 |
| -0.74% | Feb 19, 2019 | 2 | Feb 21, 2019 | 9 | Mar 6, 2019 | 11 |
| -0.73% | May 15, 2024 | 9 | May 29, 2024 | 4 | Jun 4, 2024 | 13 |
| -0.65% | Jun 30, 2025 | 10 | Jul 15, 2025 | 4 | Jul 21, 2025 | 14 |
| -0.65% | Jan 12, 2024 | 4 | Jan 19, 2024 | 8 | Jan 31, 2024 | 12 |
| -0.58% | Sep 2, 2020 | 5 | Sep 10, 2020 | 18 | Oct 6, 2020 | 23 |
| -0.57% | Nov 26, 2025 | 11 | Dec 12, 2025 | 8 | Dec 24, 2025 | 19 |
| -0.57% | Jul 5, 2024 | 1 | Jul 8, 2024 | 4 | Jul 12, 2024 | 5 |
| -0.55% | Oct 25, 2018 | 5 | Nov 1, 2018 | 6 | Nov 9, 2018 | 11 |
| -0.51% | Jun 18, 2024 | 8 | Jul 1, 2024 | 3 | Jul 5, 2024 | 11 |
| -0.50% | Aug 1, 2019 | 8 | Aug 13, 2019 | 5 | Aug 20, 2019 | 13 |
| -0.49% | Jun 4, 2025 | 2 | Jun 6, 2025 | 4 | Jun 12, 2025 | 6 |