Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FTRI (First Trust Indxx Global Natural Resources Income ETF) 6.79% 20.99% 14.07% 7.62% 10.01% -1.66% NA
Data as of 06/11/2026, Common starting date is 03/12/2010
More Performance Analytics Comparison
Name Start Date End Date
FTRI (First Trust Indxx Global Natural Resources Income ETF) 03/12/2010 06/11/2026
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
Annualized Return (%) -3.86 20.99 14.07 7.62 10.01 -1.66 NA 6.79 33.58 -3.89 1.53 7.45 25.33 -0.83 21.95 -8.33 10.62 22.12 -45.59 -16.40 -24.95 5.42 -30.03 44.86
Sharpe Ratio NA 1.14 0.66 0.24 0.37 NA NA 0.70 1.68 -0.46 -0.11 0.22 1.16 -0.03 1.46 -0.62 0.91 0.76 -1.21 -0.69 -0.98 0.19 -0.65 1.51
Standard Deviation(%) NA 17.81 18.04 20.87 22.20 NA NA 21.47 18.32 16.48 18.82 27.96 21.76 41.42 14.01 15.64 11.04 28.79 37.64 23.83 25.45 28.87 45.97 38.32
Draw Down(%) NA 12.12 15.21 27.50 43.82 NA NA 12.12 13.58 13.20 19.72 27.50 14.34 43.82 13.57 17.26 7.37 13.57 52.25 34.59 38.22 33.28 46.11 31.60
Yield(%) 0.00 2.86 4.33 4.90 5.89 1.56 1.58 0.42 3.03 3.96 6.35 8.25 7.61 3.40 7.15 3.70 2.75 3.56 0.64 2.68 1.55 1.69 3.07 1.15
Data as of 06/11/2026, Common starting date is 03/12/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FTRI (First Trust Indxx Global Natural Resources Income ETF) -31.19%
Jan 2013 – Jan 2016
-24.67%
Feb 2011 – Feb 2016
-9.99%
Oct 2010 – Oct 2020
-2.71%
Dec 2010 – Dec 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FTRI (First Trust Indxx Global Natural Resources Income ETF) 24.26%
Mar 2020 – Mar 2023
16.27%
Oct 2020 – Oct 2025
12.83%
Feb 2016 – Feb 2026
0.84%
Jun 2010 – Jun 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return