Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HSMV (First Trust Horizon Managed Volatility Small/Mid ETF) | 3.62% | 5.27% | 9.10% | 3.79% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/08/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HSMV (First Trust Horizon Managed Volatility Small/Mid ETF) | 04/08/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.15 | 5.27 | 9.10 | 3.79 | NA | NA | NA | … | … | 3.62 | 1.56 | 13.16 | 5.00 | -9.44 | 23.74 | 30.71 |
| Sharpe Ratio | NA | 0.27 | 0.48 | 0.09 | NA | NA | NA | … | … | 0.72 | -0.09 | 0.75 | 0.09 | -0.55 | 1.73 | 1.97 |
| Standard Deviation(%) | NA | 10.31 | 13.25 | 14.98 | NA | NA | NA | … | … | 10.71 | 14.05 | 12.73 | 14.94 | 19.85 | 13.72 | 22.33 |
| Draw Down(%) | NA | 7.83 | 15.46 | 19.17 | NA | NA | NA | … | … | 7.83 | 11.52 | 7.71 | 15.65 | 19.17 | 6.88 | 9.48 |
| Yield(%) | 0.00 | 2.06 | 1.93 | 1.49 | 1.23 | 0.82 | 0.62 | … | … | 0.33 | 2.01 | 1.60 | 1.48 | 1.13 | 0.95 | 1.03 |
Data as of 06/04/2026, Common starting date is 04/08/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSMV (First Trust Horizon Managed Volatility Small/Mid ETF) |
1.09%
Apr 2021 – Apr 2024 |
3.93%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSMV (First Trust Horizon Managed Volatility Small/Mid ETF) |
10.68%
Sep 2022 – Sep 2025 |
9.90%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart