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
FDD (First Trust Stoxx European Select Dividend Index Fund) 12.85% 34.33% 26.64% 11.32% 10.06% 6.98% NA
Data as of 06/04/2026, Common starting date is 08/31/2007
More Performance Analytics Comparison
Name Start Date End Date
FDD (First Trust Stoxx European Select Dividend Index Fund) 08/31/2007 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
Annualized Return (%) 0.31 34.33 26.64 11.32 10.06 6.98 NA 12.85 62.47 0.32 14.23 -16.14 16.09 -3.88 23.73 -8.98 19.07 1.98 -2.81 -1.88 17.06 9.38 -8.90 1.84 31.54 -60.49 -0.83
Sharpe Ratio NA 2.05 1.46 0.49 0.41 NA NA 1.65 3.40 -0.24 0.64 -0.68 1.21 -0.10 2.11 -0.78 1.99 0.09 -0.17 -0.13 1.23 0.48 -0.27 0.06 0.61 -1.15 -0.21
Standard Deviation(%) NA 15.47 16.23 18.42 20.31 NA NA 18.87 17.63 14.02 16.70 25.91 13.23 41.10 10.52 13.30 9.30 20.01 16.96 14.29 13.83 19.64 33.22 30.81 51.67 53.31 24.42
Draw Down(%) NA 9.39 13.06 35.10 41.43 NA NA 9.39 12.90 9.56 14.50 34.87 8.80 41.43 7.24 17.16 3.27 12.40 14.06 17.51 8.52 16.73 25.95 25.03 34.06 71.29 10.71
Yield(%) 0.00 4.51 6.87 4.71 5.05 4.12 1.91 0.34 6.24 7.18 7.13 4.75 3.82 3.63 5.55 4.37 3.19 4.59 4.10 4.13 4.07 5.17 4.79 3.88 4.45 4.02 0.78
Data as of 06/04/2026, Common starting date is 08/31/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FDD (First Trust Stoxx European Select Dividend Index Fund) -21.66%
Nov 2007 – Nov 2010
-13.68%
Oct 2007 – Oct 2012
-3.94%
Oct 2007 – Oct 2017
-3.29%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FDD (First Trust Stoxx European Select Dividend Index Fund) 27.55%
Sep 2022 – Sep 2025
16.64%
Oct 2020 – Oct 2025
10.51%
Feb 2016 – Feb 2026
7.01%
Jun 2010 – Jun 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return