Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FDHIX (FIRST TRUST SHORT DURATION HIGH INCOME FUND CLASS I) | -0.26% | 4.44% | 7.31% | 4.13% | 3.89% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FDHIX (FIRST TRUST SHORT DURATION HIGH INCOME FUND CLASS I) | 11/05/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.06 | 4.44 | 7.31 | 4.13 | 3.89 | NA | NA | … | … | -0.26 | 7.31 | 7.09 | 11.19 | -5.21 | 3.58 | 3.65 | 8.36 | -1.84 | 2.66 | 8.84 | -1.22 | 2.30 | 6.80 | 1.05 |
| Sharpe Ratio | NA | 0.91 | 1.44 | 0.50 | 0.51 | NA | NA | … | … | -0.84 | 1.56 | 1.16 | 2.28 | -1.49 | 2.64 | 0.30 | 2.68 | -1.54 | 1.18 | 2.72 | -0.44 | 0.93 | 3.96 | 5.48 |
| Standard Deviation(%) | NA | 2.82 | 3.07 | 3.30 | 4.50 | NA | NA | … | … | 3.40 | 2.85 | 2.99 | 3.33 | 4.48 | 1.35 | 11.36 | 2.57 | 2.10 | 1.70 | 3.17 | 2.83 | 2.45 | 1.71 | 1.30 |
| Draw Down(%) | NA | 2.72 | 2.72 | 9.09 | 20.32 | NA | NA | … | … | 2.72 | 2.72 | 1.27 | 2.22 | 9.09 | 0.92 | 20.32 | 1.12 | 4.27 | 1.54 | 2.25 | 5.51 | 2.97 | 1.72 | 0.60 |
| Yield(%) | 0.00 | 5.62 | 7.15 | 5.66 | 4.62 | 4.05 | 3.04 | … | … | 1.98 | 6.37 | 7.91 | 7.63 | 4.40 | 3.52 | 4.06 | 3.59 | 3.50 | 3.20 | 4.56 | 4.37 | 4.07 | 4.08 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| FDHIX (FIRST TRUST SHORT DURATION HIGH INCOME FUND CLASS I) |
-0.94%
Mar 2017 – Mar 2020 |
0.75%
Mar 2015 – Mar 2020 |
2.55%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDHIX (FIRST TRUST SHORT DURATION HIGH INCOME FUND CLASS I) |
8.85%
Sep 2022 – Sep 2025 |
6.16%
Mar 2020 – Mar 2025 |
4.47%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart