Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FUMB (First Trust Ultra Short Duration Municipal ETF) | 1.15% | 2.86% | 3.08% | 2.07% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/05/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FUMB (First Trust Ultra Short Duration Municipal ETF) | 11/05/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 2.86 | 3.08 | 2.07 | NA | NA | NA | … | … | 1.15 | 3.02 | 3.05 | 2.84 | -0.02 | 0.60 | 1.19 | 1.76 | 0.30 |
| Sharpe Ratio | NA | 0.36 | -0.13 | -0.40 | NA | NA | NA | … | … | 0.25 | 0.12 | -0.43 | -0.58 | -1.26 | 0.57 | 0.25 | 0.27 | 0.16 |
| Standard Deviation(%) | NA | 0.85 | 1.23 | 1.19 | NA | NA | NA | … | … | 0.78 | 1.14 | 1.33 | 1.41 | 1.15 | 0.99 | 3.79 | 1.06 | 2.04 |
| Draw Down(%) | NA | 0.22 | 0.60 | 1.15 | NA | NA | NA | … | … | 0.22 | 0.60 | 0.40 | 0.40 | 1.15 | 0.35 | 2.68 | 0.45 | 0.35 |
| Yield(%) | 0.00 | 3.02 | 2.85 | 2.10 | 1.36 | 0.91 | 0.68 | … | … | 1.14 | 3.13 | 2.86 | 2.26 | 1.01 | 0.43 | 0.95 | 1.74 | 0.15 |
Data as of 06/04/2026, Common starting date is 11/05/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUMB (First Trust Ultra Short Duration Municipal ETF) |
0.33%
Oct 2019 – Oct 2022 |
1.27%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUMB (First Trust Ultra Short Duration Municipal ETF) |
3.15%
Feb 2023 – Feb 2026 |
2.05%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart