Performance analysis of First Trust High Yield Opportunities 2027 Term Fund (FTHY)
Annual Return
Over the past 3 years, FTHY has had an average annual return of +11.51%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, FTHY has had an average annual return of +2.38%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Jun 26, 2020, FTHY has had an average annual return of +3.45%, underperforming the benchmark SPY, which returned +17.84% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.34% | +7.79% | +15.70% | +14.64% | -26.12% | +7.56% | +4.64% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.68% | -1.10% | -1.78% | +2.43% | +1.65% | -0.02% | +0.51% | +3.34% | |||||
| 2025 | +3.09% | +0.24% | -0.92% | -0.88% | +2.24% | +4.10% | -0.71% | +1.07% | -0.24% | -0.52% | +0.39% | -0.18% | +7.79% |
| 2024 | +2.75% | +4.27% | +0.14% | -1.73% | +0.50% | +2.51% | +5% | +1.55% | +1.68% | -2.13% | +2.58% | -2.13% | +15.70% |
| 2023 | +9.13% | -0.85% | -2.58% | +2.09% | -3.35% | +2.45% | +3.01% | -0.85% | -2.21% | -2.87% | +7.09% | +3.56% | +14.64% |
| 2022 | -4.65% | -6.02% | -2.36% | -4.26% | -2.04% | -8.82% | +7.73% | -1.20% | -10.62% | +3.86% | +6.89% | -6.50% | -26.12% |
| 2021 | -3.55% | +1.59% | +0.90% | +2.63% | -1.35% | +1.57% | +1.40% | +3.51% | -0.48% | +2.64% | -2.55% | +1.27% | +7.56% |
| 2020 | +1.10% | +0.45% | +3.69% | -3.77% | -0.02% | -0.36% | +3.66% | +4.64% |
Drawdown analysis of First Trust High Yield Opportunities 2027 Term Fund (FTHY)
The maximum drawdown for the FTHY was -31.19%, occurring on Oct 14, 2022. Recovery took 660 trading sessions.
Since Jun 26, 2020 FTHY has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.19% | Jan 11, 2022 | 191 | Oct 14, 2022 | 660 | Jun 4, 2025 | 851 |
| -9.24% | Jul 24, 2020 | 44 | Sep 25, 2020 | 198 | Jul 12, 2021 | 242 |
| -5.68% | Nov 9, 2021 | 28 | Dec 20, 2021 | 15 | Jan 11, 2022 | 43 |
| -5.44% | Feb 9, 2026 | 34 | Mar 30, 2026 | 42 | May 29, 2026 | 76 |
| -4.31% | Sep 9, 2025 | 52 | Nov 20, 2025 | 53 | Feb 9, 2026 | 105 |
| -3.31% | May 29, 2026 | 5 | Jun 5, 2026 | 15 | Jun 29, 2026 | 20 |
| -3.28% | Sep 27, 2021 | 2 | Sep 29, 2021 | 22 | Oct 29, 2021 | 24 |
| -1.91% | Jul 12, 2021 | 5 | Jul 19, 2021 | 3 | Jul 22, 2021 | 8 |
| -1.68% | Aug 30, 2021 | 5 | Sep 7, 2021 | 14 | Sep 27, 2021 | 19 |
| -1.61% | Jul 18, 2025 | 9 | Jul 31, 2025 | 26 | Sep 8, 2025 | 35 |
| -1.47% | Aug 2, 2021 | 8 | Aug 12, 2021 | 8 | Aug 24, 2021 | 16 |
| -1.46% | Jul 16, 2020 | 2 | Jul 20, 2020 | 4 | Jul 24, 2020 | 6 |
| -1.36% | Jul 3, 2025 | 8 | Jul 16, 2025 | 2 | Jul 18, 2025 | 10 |
| -1.29% | Jul 8, 2020 | 4 | Jul 14, 2020 | 1 | Jul 15, 2020 | 5 |
| -1.26% | Jul 22, 2021 | 6 | Jul 30, 2021 | 1 | Aug 2, 2021 | 7 |
| -0.81% | Jul 1, 2026 | 2 | Jul 6, 2026 | 1 | Jul 7, 2026 | 3 |
| -0.73% | Jul 7, 2026 | 1 | Jul 8, 2026 | 9 | Jul 21, 2026 | 10 |
| -0.48% | Oct 29, 2021 | 2 | Nov 2, 2021 | 2 | Nov 4, 2021 | 4 |
| -0.41% | Jun 4, 2025 | 7 | Jun 13, 2025 | 1 | Jun 16, 2025 | 8 |
| -0.21% | Jun 29, 2026 | 1 | Jun 30, 2026 | 1 | Jul 1, 2026 | 2 |
| -0.21% | Jun 16, 2025 | 2 | Jun 18, 2025 | 1 | Jun 20, 2025 | 3 |
| -0.19% | Aug 25, 2021 | 2 | Aug 27, 2021 | 1 | Aug 30, 2021 | 3 |
| -0.17% | Nov 4, 2021 | 1 | Nov 5, 2021 | 1 | Nov 8, 2021 | 2 |