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
QQXT (First Trust NASDAQ-100 Ex-Technology Sector Index Fund) -0.84% 0.92% 7.47% 4.21% 10.04% 10.96% NA
Data as of 06/04/2026, Common starting date is 05/07/2007
More Performance Analytics Comparison
Name Start Date End Date
QQXT (First Trust NASDAQ-100 Ex-Technology Sector Index Fund) 05/07/2007 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 2013 2012 2011 2010 2009 2008 2007
Annualized Return (%) -0.32 0.92 7.47 4.21 10.04 10.96 NA -0.84 8.03 6.71 16.81 -13.09 12.02 36.84 28.02 -5.74 20.70 -2.25 4.08 16.07 41.56 20.23 -1.17 20.41 46.74 -43.29 1.62
Sharpe Ratio NA -0.14 0.36 0.10 0.48 NA NA -0.42 0.32 0.28 0.89 -0.60 0.90 1.16 1.96 -0.40 2.36 -0.15 0.25 1.17 3.21 1.37 -0.05 1.08 1.52 -1.16 -0.02
Standard Deviation(%) NA 10.80 13.41 16.24 17.60 NA NA 11.54 16.04 11.12 14.84 24.42 13.26 31.45 13.54 17.94 8.52 16.13 16.29 13.75 12.94 14.84 23.89 18.89 30.72 37.91 17.95
Draw Down(%) NA 7.59 14.92 24.75 30.40 NA NA 7.59 14.92 6.15 13.76 23.24 7.90 30.40 7.24 19.04 4.92 15.60 14.15 9.57 6.35 9.92 20.57 16.56 22.70 53.91 11.19
Yield(%) 0.00 1.22 1.25 1.00 1.27 1.80 1.52 0.20 1.29 1.03 1.27 0.79 0.39 0.38 0.44 0.35 0.38 0.31 0.41 0.97 0.37 1.56 0.35 0.88 0.41 0.06 0.00
Data as of 06/04/2026, Common starting date is 05/07/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
QQXT (First Trust NASDAQ-100 Ex-Technology Sector Index Fund) -6.86%
Jun 2007 – Jun 2010
1.44%
Oct 2007 – Oct 2012
7.81%
Oct 2007 – Oct 2017
8.46%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
QQXT (First Trust NASDAQ-100 Ex-Technology Sector Index Fund) 31.00%
Feb 2009 – Feb 2012
28.64%
Feb 2009 – Feb 2014
17.78%
Feb 2009 – Feb 2019
15.88%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return