Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMBS (First Trust Low Duration Opportunities ETF) | 1.29% | 6.24% | 5.85% | 3.13% | 2.78% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/06/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMBS (First Trust Low Duration Opportunities ETF) | 11/06/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.04 | 6.24 | 5.85 | 3.13 | 2.78 | NA | NA | … | … | 1.29 | 7.42 | 5.15 | 6.16 | -3.03 | -0.89 | 1.64 | 4.11 | 1.63 | 1.69 | 6.22 | 2.31 | 1.58 |
| Sharpe Ratio | NA | 1.98 | 1.10 | 0.25 | 0.49 | NA | NA | … | … | 0.42 | 1.78 | 0.58 | 0.81 | -1.71 | -0.68 | 0.36 | 2.38 | 0.24 | 0.82 | 2.12 | 0.54 | 2.44 |
| Standard Deviation(%) | NA | 2.01 | 2.61 | 2.57 | 2.37 | NA | NA | … | … | 2.18 | 2.55 | 2.63 | 3.13 | 2.62 | 1.34 | 3.90 | 1.11 | 1.06 | 1.27 | 2.83 | 4.22 | 4.60 |
| Draw Down(%) | NA | 1.43 | 1.72 | 6.06 | 6.44 | NA | NA | … | … | 1.43 | 1.72 | 1.52 | 1.67 | 5.19 | 1.37 | 5.35 | 0.50 | 0.41 | 0.50 | 0.86 | 1.85 | 0.97 |
| Yield(%) | 0.00 | 4.51 | 4.45 | 3.40 | 2.97 | 2.32 | 1.74 | … | … | 1.70 | 4.54 | 4.32 | 4.05 | 2.12 | 1.98 | 2.26 | 2.60 | 2.74 | 2.71 | 2.70 | 2.78 | 0.38 |
Data as of 06/04/2026, Common starting date is 11/06/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMBS (First Trust Low Duration Opportunities ETF) |
-1.22%
Oct 2019 – Oct 2022 |
0.34%
Oct 2017 – Oct 2022 |
2.46%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMBS (First Trust Low Duration Opportunities ETF) |
6.44%
Oct 2022 – Oct 2025 |
3.40%
Feb 2015 – Feb 2020 |
3.02%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart