Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FDL (First Trust Morningstar Dividend Leaders Index Fund) | 14.21% | 25.50% | 19.57% | 12.70% | 11.18% | 11.94% | 8.77% | … | … |
Data as of 06/04/2026, Common starting date is 03/15/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FDL (First Trust Morningstar Dividend Leaders Index Fund) | 03/15/2006 | 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 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.06 | 25.50 | 19.57 | 12.70 | 11.18 | 11.94 | 8.77 | … | … | 14.21 | 14.78 | 17.98 | 2.95 | 6.66 | 26.11 | -4.30 | 24.40 | -5.96 | 10.96 | 20.70 | 2.63 | 13.20 | 22.65 | 9.11 | 14.41 | 16.14 | 13.30 | -31.03 | -10.98 | 18.30 |
| Sharpe Ratio | NA | 1.98 | 1.24 | 0.71 | 0.56 | NA | NA | … | … | 2.99 | 0.80 | 1.22 | -0.05 | 0.29 | 2.16 | -0.12 | 1.97 | -0.53 | 1.59 | 1.90 | 0.19 | 1.42 | 2.23 | 1.01 | 0.87 | 1.20 | 0.38 | -0.69 | -0.83 | 2.15 |
| Standard Deviation(%) | NA | 11.25 | 13.18 | 14.32 | 17.17 | NA | NA | … | … | 11.50 | 14.95 | 11.76 | 14.32 | 18.24 | 12.06 | 37.63 | 11.62 | 13.82 | 6.49 | 10.79 | 13.54 | 9.27 | 10.14 | 9.07 | 16.54 | 13.42 | 34.90 | 46.38 | 17.18 | 9.28 |
| Draw Down(%) | NA | 4.27 | 12.25 | 16.46 | 41.40 | NA | NA | … | … | 3.58 | 12.25 | 8.90 | 14.66 | 16.46 | 6.19 | 41.40 | 7.05 | 13.30 | 4.29 | 5.05 | 11.18 | 5.08 | 6.08 | 8.55 | 12.74 | 9.01 | 41.20 | 46.03 | 18.57 | 3.94 |
| Yield(%) | 0.00 | 4.39 | 5.45 | 4.93 | 5.23 | 6.98 | 5.06 | … | … | 0.90 | 4.44 | 5.47 | 4.51 | 3.66 | 5.57 | 4.06 | 4.47 | 3.58 | 2.38 | 3.47 | 3.61 | 3.70 | 3.65 | 4.04 | 3.80 | 4.02 | 4.28 | 4.06 | 3.74 | 2.94 |
Data as of 06/04/2026, Common starting date is 03/15/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDL (First Trust Morningstar Dividend Leaders Index Fund) |
-15.64%
Apr 2006 – Apr 2009 |
-2.31%
May 2007 – May 2012 |
5.43%
May 2007 – May 2017 |
6.32%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDL (First Trust Morningstar Dividend Leaders Index Fund) |
31.26%
Feb 2009 – Feb 2012 |
25.01%
Feb 2009 – Feb 2014 |
17.05%
Feb 2009 – Feb 2019 |
14.29%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart