Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPX (First Trust US Equity Opportunities ETF) | 18.01% | 38.73% | 32.03% | 10.26% | 14.59% | 15.35% | 13.07% | … | … |
Data as of 06/04/2026, Common starting date is 04/13/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPX (First Trust US Equity Opportunities ETF) | 04/13/2006 | 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 (%) | -1.06 | 38.73 | 32.03 | 10.26 | 14.59 | 15.35 | 13.07 | … | … | 18.01 | 37.62 | 24.76 | 22.27 | -35.11 | 3.69 | 47.87 | 30.37 | -8.34 | 26.82 | 6.72 | 2.28 | 11.71 | 47.77 | 30.46 | 3.04 | 18.15 | 44.59 | -43.77 | 14.81 | 10.40 |
| Sharpe Ratio | NA | 1.82 | 1.19 | 0.30 | 0.54 | NA | NA | … | … | 2.06 | 1.09 | 0.95 | 0.88 | -1.14 | 0.15 | 1.31 | 2.00 | -0.50 | 2.92 | 0.39 | 0.13 | 0.75 | 3.25 | 2.05 | 0.13 | 0.99 | 1.69 | -1.08 | 0.67 | 0.75 |
| Standard Deviation(%) | NA | 23.22 | 26.08 | 26.52 | 24.38 | NA | NA | … | … | 24.45 | 31.99 | 22.20 | 21.39 | 32.09 | 24.62 | 36.20 | 14.48 | 19.45 | 9.01 | 16.65 | 16.70 | 15.63 | 14.68 | 14.98 | 23.50 | 18.22 | 26.32 | 41.15 | 17.46 | 15.07 |
| Draw Down(%) | NA | 12.28 | 30.88 | 43.14 | 43.14 | NA | NA | … | … | 10.28 | 30.88 | 13.39 | 19.97 | 36.44 | 18.69 | 36.97 | 9.26 | 23.55 | 3.29 | 16.37 | 16.20 | 10.85 | 6.68 | 12.04 | 22.63 | 15.68 | 23.71 | 55.67 | 14.36 | 12.80 |
| Yield(%) | 0.00 | 0.67 | 0.47 | 0.37 | 0.85 | 1.62 | 1.80 | … | … | 0.05 | 0.72 | 0.12 | 0.34 | 0.70 | 0.15 | 0.41 | 0.87 | 0.79 | 0.65 | 0.83 | 0.63 | 0.89 | 0.73 | 1.43 | 1.07 | 1.09 | 2.24 | 0.62 | 0.29 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/13/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPX (First Trust US Equity Opportunities ETF) |
-8.17%
Jan 2021 – Jan 2024 |
2.48%
May 2007 – May 2012 |
6.77%
Oct 2013 – Oct 2023 |
8.73%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPX (First Trust US Equity Opportunities ETF) |
34.09%
May 2023 – May 2026 |
32.08%
Feb 2009 – Feb 2014 |
20.34%
Feb 2009 – Feb 2019 |
15.96%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart