Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FDHAX (FIRST TRUST SHORT DURATION HIGH INCOME FUND CLASS A) | -0.40% | 4.24% | 7.04% | 3.87% | 3.62% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FDHAX (FIRST TRUST SHORT DURATION HIGH INCOME FUND CLASS A) | 11/05/2012 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 4.24 | 7.04 | 3.87 | 3.62 | NA | NA | … | … | -0.40 | 7.03 | 6.82 | 10.97 | -5.51 | 3.30 | 3.38 | 8.11 | -1.97 | 2.45 | 8.18 | -1.45 | 2.06 | 6.60 | 1.05 |
| Sharpe Ratio | NA | 0.83 | 1.38 | 0.43 | 0.45 | NA | NA | … | … | -0.93 | 1.50 | 1.09 | 2.23 | -1.57 | 2.49 | 0.28 | 2.63 | -1.69 | 1.08 | 2.54 | -0.52 | 0.85 | 3.94 | 5.59 |
| Standard Deviation(%) | NA | 2.77 | 3.01 | 3.26 | 4.47 | NA | NA | … | … | 3.32 | 2.77 | 2.95 | 3.32 | 4.44 | 1.32 | 11.35 | 2.52 | 1.99 | 1.66 | 3.14 | 2.83 | 2.40 | 1.67 | 1.28 |
| Draw Down(%) | NA | 2.71 | 2.75 | 9.23 | 20.36 | NA | NA | … | … | 2.71 | 2.75 | 1.27 | 2.24 | 9.23 | 0.87 | 20.36 | 1.07 | 4.31 | 1.61 | 2.27 | 5.63 | 2.97 | 1.73 | 0.65 |
| Yield(%) | 0.00 | 5.38 | 6.90 | 5.42 | 4.37 | 3.82 | 2.87 | … | … | 1.90 | 6.11 | 7.66 | 7.38 | 4.12 | 3.25 | 3.82 | 3.40 | 3.31 | 3.04 | 3.94 | 4.13 | 3.84 | 3.89 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/05/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDHAX (FIRST TRUST SHORT DURATION HIGH INCOME FUND CLASS A) |
-1.13%
Mar 2017 – Mar 2020 |
0.47%
Mar 2015 – Mar 2020 |
2.27%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDHAX (FIRST TRUST SHORT DURATION HIGH INCOME FUND CLASS A) |
8.58%
Sep 2022 – Sep 2025 |
5.89%
Mar 2020 – Mar 2025 |
4.18%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart