Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FDHCX (FIRST TRUST SHORT DURATION HIGH INCOME FUND CLASS C) | -0.65% | 3.54% | 6.27% | 3.11% | 2.94% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FDHCX (FIRST TRUST SHORT DURATION HIGH INCOME FUND CLASS C) | 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 (%) | -0.06 | 3.54 | 6.27 | 3.11 | 2.94 | NA | NA | … | … | -0.65 | 6.25 | 6.03 | 10.14 | -6.22 | 2.54 | 2.62 | 7.57 | -2.57 | 1.97 | 7.53 | -2.20 | 1.30 | 5.94 | 0.95 |
| Sharpe Ratio | NA | 0.60 | 1.17 | 0.20 | 0.30 | NA | NA | … | … | -1.14 | 1.25 | 0.87 | 2.06 | -1.75 | 2.12 | 0.21 | 2.45 | -2.10 | 0.85 | 2.35 | -0.81 | 0.55 | 3.86 | 5.09 |
| Standard Deviation(%) | NA | 2.65 | 2.87 | 3.16 | 4.41 | NA | NA | … | … | 3.23 | 2.71 | 2.77 | 3.18 | 4.39 | 1.18 | 11.31 | 2.49 | 1.90 | 1.55 | 3.11 | 2.76 | 2.34 | 1.53 | 1.27 |
| Draw Down(%) | NA | 2.83 | 2.83 | 9.52 | 20.42 | NA | NA | … | … | 2.83 | 2.81 | 1.27 | 2.31 | 9.52 | 0.87 | 20.42 | 1.07 | 4.44 | 1.67 | 2.38 | 6.04 | 3.17 | 1.80 | 0.65 |
| Yield(%) | 0.00 | 4.71 | 6.17 | 4.75 | 3.74 | 3.24 | 2.43 | … | … | 1.66 | 5.38 | 6.93 | 6.63 | 3.42 | 2.51 | 3.10 | 2.82 | 2.76 | 2.52 | 3.31 | 3.37 | 3.09 | 3.25 | 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 |
|---|---|---|---|---|
| FDHCX (FIRST TRUST SHORT DURATION HIGH INCOME FUND CLASS C) |
-1.65%
Mar 2017 – Mar 2020 |
-0.12%
Mar 2015 – Mar 2020 |
1.59%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDHCX (FIRST TRUST SHORT DURATION HIGH INCOME FUND CLASS C) |
7.78%
Sep 2022 – Sep 2025 |
5.09%
Mar 2020 – Mar 2025 |
3.49%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart