Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FGD (First Trust Dow Jones Global Select Dividend Index Fund) | 11.52% | 33.28% | 22.74% | 10.46% | 9.73% | 7.59% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGD (First Trust Dow Jones Global Select Dividend Index Fund) | 11/27/2007 | 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 (%) | -0.41 | 33.28 | 22.74 | 10.46 | 9.73 | 7.59 | NA | … | … | 11.52 | 44.42 | 5.71 | 8.21 | -7.21 | 20.80 | -5.23 | 20.65 | -12.47 | 17.87 | 11.92 | -10.15 | -1.79 | 17.58 | 16.13 | -2.53 | 12.47 | 60.11 | -50.20 | 2.70 |
| Sharpe Ratio | NA | 2.65 | 1.49 | 0.56 | 0.45 | NA | NA | … | … | 2.01 | 3.06 | 0.17 | 0.33 | -0.43 | 1.58 | -0.14 | 1.60 | -1.03 | 2.10 | 0.63 | -0.62 | -0.16 | 1.36 | 0.98 | -0.10 | 0.57 | 1.40 | -0.99 | 0.99 |
| Standard Deviation(%) | NA | 12.54 | 13.33 | 14.91 | 18.38 | NA | NA | … | … | 14.86 | 13.65 | 12.09 | 13.83 | 20.17 | 13.15 | 39.86 | 11.98 | 13.46 | 8.24 | 18.69 | 16.42 | 11.60 | 12.93 | 16.46 | 25.75 | 21.80 | 42.93 | 51.46 | 32.07 |
| Draw Down(%) | NA | 9.82 | 11.50 | 28.67 | 44.84 | NA | NA | … | … | 9.82 | 11.50 | 8.95 | 13.33 | 28.67 | 9.10 | 44.84 | 10.82 | 20.87 | 2.37 | 10.22 | 18.71 | 13.79 | 10.80 | 12.90 | 19.19 | 16.72 | 35.08 | 60.04 | 8.68 |
| Yield(%) | 0.00 | 6.38 | 6.80 | 5.14 | 5.59 | 5.03 | 3.73 | … | … | 0.36 | 7.64 | 5.89 | 6.53 | 4.98 | 6.13 | 5.39 | 5.93 | 4.83 | 4.50 | 4.72 | 4.34 | 4.93 | 5.00 | 5.32 | 4.75 | 4.45 | 4.76 | 4.58 | 0.53 |
Data as of 06/04/2026, Common starting date is 11/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGD (First Trust Dow Jones Global Select Dividend Index Fund) |
-8.20%
Mar 2017 – Mar 2020 |
-3.82%
Mar 2015 – Mar 2020 |
1.96%
Mar 2010 – Mar 2020 |
3.00%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGD (First Trust Dow Jones Global Select Dividend Index Fund) |
34.95%
Feb 2009 – Feb 2012 |
25.66%
Feb 2009 – Feb 2014 |
13.13%
Feb 2009 – Feb 2019 |
10.29%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart