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
RNLC (First Trust Large Cap US Equity Select ETF) NA 21.32% 9.48% 12.50% NA NA NA
Data as of 03/01/2024, Common starting date is 06/22/2017
More Performance Analytics Comparison
Name Start Date End Date
RNLC (First Trust Large Cap US Equity Select ETF) 06/22/2017 03/01/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019 2018 2017
Annualized Return (%) 1.88 21.32 9.48 12.50 NA NA NA 6.70 17.44 -14.17 30.48 11.83 30.68 -9.34 10.13
Sharpe Ratio NA 1.33 0.43 0.51 NA NA NA 3.76 0.96 -0.68 2.31 0.32 2.36 -0.67 3.51
Standard Deviation(%) NA 13.23 17.21 21.50 NA NA NA 11.66 13.90 23.09 13.19 35.76 12.43 15.88 5.55
Draw Down(%) NA 11.96 23.91 36.69 NA NA NA 2.20 11.96 23.91 4.88 36.69 7.52 19.56 1.94
Yield(%) 0.00 1.65 1.50 1.94 1.32 0.88 0.66 0.00 1.71 1.30 1.27 1.80 1.97 1.69 0.60
Data as of 03/01/2024, Common starting date is 06/22/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RNLC (First Trust Large Cap US Equity Select ETF) 5.94%
Oct 2017 – Oct 2020
7.14%
Sep 2017 – Sep 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RNLC (First Trust Large Cap US Equity Select ETF) 24.00%
Dec 2018 – Dec 2021
13.96%
Dec 2018 – Dec 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return