Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMB (First Trust Managed Municipal ETF) | 1.87% | 7.22% | 4.05% | 0.80% | 2.36% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/15/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMB (First Trust Managed Municipal ETF) | 05/15/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.47 | 7.22 | 4.05 | 0.80 | 2.36 | NA | NA | … | … | 1.87 | 4.02 | 1.95 | 6.31 | -9.91 | 2.44 | 4.44 | 8.27 | 0.90 | 7.00 | 1.26 | 3.91 | 4.26 |
| Sharpe Ratio | NA | 1.62 | 0.24 | -0.47 | 0.15 | NA | NA | … | … | 0.45 | 0.29 | -0.48 | 0.62 | -2.73 | 1.35 | 0.41 | 3.13 | -0.18 | 1.94 | 0.27 | 0.91 | 1.58 |
| Standard Deviation(%) | NA | 2.68 | 3.81 | 3.71 | 4.56 | NA | NA | … | … | 2.95 | 3.95 | 3.49 | 4.30 | 4.16 | 1.78 | 10.16 | 2.17 | 2.73 | 3.29 | 3.83 | 4.27 | 4.31 |
| Draw Down(%) | NA | 2.74 | 4.76 | 14.15 | 14.15 | NA | NA | … | … | 2.74 | 4.30 | 2.32 | 4.84 | 13.72 | 2.10 | 13.92 | 1.48 | 2.01 | 1.54 | 6.01 | 2.33 | 1.51 |
| Yield(%) | 0.00 | 3.90 | 3.43 | 2.69 | 2.68 | 2.28 | 1.71 | … | … | 1.52 | 3.65 | 3.19 | 3.07 | 2.17 | 1.97 | 2.24 | 2.61 | 2.55 | 2.38 | 2.89 | 2.66 | 1.74 |
Data as of 06/04/2026, Common starting date is 05/15/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMB (First Trust Managed Municipal ETF) |
-2.37%
Oct 2019 – Oct 2022 |
0.23%
Jul 2020 – Jul 2025 |
2.29%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMB (First Trust Managed Municipal ETF) |
6.01%
Feb 2017 – Feb 2020 |
4.82%
Aug 2014 – Aug 2019 |
2.89%
Jul 2014 – Jul 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart