Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCVT (First Trust SSI Strategic Convertible Securities ETF) | 26.02% | 46.53% | 21.47% | 7.67% | 12.40% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/04/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCVT (First Trust SSI Strategic Convertible Securities ETF) | 11/04/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.45 | 46.53 | 21.47 | 7.67 | 12.40 | NA | NA | … | … | 26.02 | 19.72 | 11.92 | 7.12 | -20.87 | 4.22 | 51.02 | 22.30 | -2.28 | 12.66 | 7.86 | -1.96 |
| Sharpe Ratio | NA | 2.78 | 1.38 | 0.34 | 0.72 | NA | NA | … | … | 3.52 | 1.16 | 0.79 | 0.36 | -1.26 | 0.24 | 2.02 | 2.35 | -0.31 | 1.74 | 0.46 | -0.66 |
| Standard Deviation(%) | NA | 15.85 | 13.31 | 14.08 | 14.91 | NA | NA | … | … | 19.19 | 14.63 | 10.49 | 9.58 | 17.78 | 17.24 | 25.03 | 8.87 | 11.95 | 6.91 | 16.57 | 18.39 |
| Draw Down(%) | NA | 8.47 | 15.06 | 30.43 | 31.79 | NA | NA | … | … | 8.47 | 14.86 | 6.63 | 11.64 | 23.73 | 13.75 | 29.89 | 4.57 | 14.24 | 2.91 | 9.24 | 5.59 |
| Yield(%) | 0.00 | 1.84 | 2.09 | 5.06 | 6.35 | 4.24 | 3.18 | … | … | 0.51 | 2.46 | 1.46 | 1.86 | 2.83 | 19.65 | 2.53 | 1.93 | 1.77 | 2.42 | 1.88 | 0.58 |
Data as of 06/04/2026, Common starting date is 11/04/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCVT (First Trust SSI Strategic Convertible Securities ETF) |
-6.36%
Feb 2021 – Feb 2024 |
3.27%
Feb 2021 – Feb 2026 |
10.01%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCVT (First Trust SSI Strategic Convertible Securities ETF) |
24.39%
Dec 2018 – Dec 2021 |
19.84%
Feb 2016 – Feb 2021 |
12.53%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart