Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FBT (First Trust NYSE Arca Biotechnology Index Fund) 9.33% 38.29% 12.97% 7.23% 8.85% 11.75% NA
Data as of 06/04/2026, Common starting date is 06/23/2006
More Performance Analytics Comparison
Name Start Date End Date
FBT (First Trust NYSE Arca Biotechnology Index Fund) 06/23/2006 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006
Annualized Return (%) 2.29 38.29 12.97 7.23 8.85 11.75 NA 9.33 24.25 5.88 2.55 -4.83 -2.27 12.96 19.74 -0.30 37.07 -19.59 10.90 47.54 50.55 40.69 -16.49 36.94 45.05 -18.25 3.53 18.05
Sharpe Ratio NA 1.62 0.49 0.20 0.32 NA NA 0.79 1.12 -0.04 -0.10 -0.22 -0.12 0.39 0.83 -0.06 1.91 -0.62 0.39 1.79 2.32 1.83 -0.58 1.54 1.34 -0.55 0.03 1.99
Standard Deviation(%) NA 20.45 20.35 21.82 23.92 NA NA 22.65 23.65 17.09 17.49 28.96 19.36 32.13 22.15 27.76 19.16 31.84 27.98 26.60 21.81 22.36 28.65 23.89 33.50 35.04 16.62 17.17
Draw Down(%) NA 14.26 20.05 29.05 32.37 NA NA 14.26 20.05 11.80 19.88 24.38 17.18 26.57 22.24 28.05 7.17 30.83 25.51 19.74 10.29 13.03 34.04 20.88 24.10 39.83 11.15 6.86
Yield(%) 0.00 0.00 0.25 0.42 0.34 0.55 0.96 0.00 0.00 0.73 0.00 0.00 1.32 0.00 0.00 0.00 0.00 0.00 0.13 0.07 0.00 0.00 0.00 0.00 0.00 1.11 0.00 0.00
Data as of 06/04/2026, Common starting date is 06/23/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FBT (First Trust NYSE Arca Biotechnology Index Fund) -4.85%
Jan 2021 – Jan 2024
-1.31%
Sep 2018 – Sep 2023
2.87%
Jul 2015 – Jul 2025
10.70%
Apr 2010 – Apr 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FBT (First Trust NYSE Arca Biotechnology Index Fund) 46.79%
Nov 2011 – Nov 2014
35.60%
Feb 2009 – Feb 2014
23.52%
Feb 2009 – Feb 2019
15.26%
Aug 2006 – Aug 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return