Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSMB (First Trust Short Duration Managed Municipal ETF) | 1.13% | 4.45% | 3.60% | 1.59% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/27/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSMB (First Trust Short Duration Managed Municipal ETF) | 11/27/2018 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.25 | 4.45 | 3.60 | 1.59 | NA | NA | NA | … | … | 1.13 | 4.52 | 2.35 | 3.56 | -3.70 | 1.25 | 3.56 | 3.78 | 0.64 |
| Sharpe Ratio | NA | 1.19 | 0.21 | -0.48 | NA | NA | NA | … | … | 0.09 | 0.77 | -0.73 | -0.04 | -2.23 | 1.01 | 0.50 | 2.04 | 3.84 |
| Standard Deviation(%) | NA | 1.47 | 1.95 | 1.98 | NA | NA | NA | … | … | 1.61 | 2.14 | 1.75 | 2.21 | 2.31 | 1.22 | 6.56 | 1.14 | 1.52 |
| Draw Down(%) | NA | 1.29 | 1.77 | 5.96 | NA | NA | NA | … | … | 1.29 | 1.76 | 0.85 | 1.92 | 5.87 | 0.91 | 6.32 | 0.53 | 0.25 |
| Yield(%) | 0.00 | 3.44 | 3.05 | 2.31 | 1.69 | 1.13 | 0.85 | … | … | 1.32 | 3.38 | 2.87 | 2.42 | 1.39 | 1.20 | 1.82 | 2.31 | 0.19 |
Data as of 06/03/2026, Common starting date is 11/27/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSMB (First Trust Short Duration Managed Municipal ETF) |
-0.44%
Sep 2020 – Sep 2023 |
1.28%
May 2019 – May 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSMB (First Trust Short Duration Managed Municipal ETF) |
3.91%
Oct 2022 – Oct 2025 |
1.84%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart