Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TDIV (First Trust NASDAQ Technology Dividend Index Fund) | 28.74% | 50.88% | 33.15% | 18.95% | 19.07% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/14/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TDIV (First Trust NASDAQ Technology Dividend Index Fund) | 08/14/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.60 | 50.88 | 33.15 | 18.95 | 19.07 | NA | NA | … | … | 28.74 | 25.27 | 24.43 | 36.71 | -22.13 | 29.47 | 17.49 | 33.26 | -3.17 | 21.28 | 20.16 | -6.82 | 15.52 | 31.00 | -2.06 |
| Sharpe Ratio | NA | 2.79 | 1.49 | 0.81 | 0.83 | NA | NA | … | … | 3.99 | 0.93 | 1.16 | 2.06 | -0.90 | 1.93 | 0.48 | 1.97 | -0.24 | 2.23 | 1.24 | -0.40 | 1.28 | 2.58 | -0.44 |
| Standard Deviation(%) | NA | 18.20 | 19.91 | 20.58 | 20.86 | NA | NA | … | … | 19.84 | 24.07 | 17.95 | 16.21 | 26.21 | 15.30 | 35.72 | 16.12 | 19.18 | 9.31 | 16.06 | 17.06 | 12.11 | 11.98 | 12.46 |
| Draw Down(%) | NA | 10.74 | 23.00 | 31.97 | 31.97 | NA | NA | … | … | 9.39 | 23.00 | 11.43 | 9.89 | 31.97 | 6.25 | 31.59 | 12.13 | 18.49 | 4.43 | 10.01 | 18.13 | 9.35 | 5.61 | 9.71 |
| Yield(%) | 0.00 | 1.68 | 2.32 | 2.16 | 3.90 | 4.26 | 3.19 | … | … | 0.32 | 1.73 | 1.98 | 2.33 | 1.88 | 2.27 | 2.35 | 2.94 | 2.76 | 2.02 | 2.89 | 1.88 | 3.18 | 2.84 | 1.01 |
Data as of 06/04/2026, Common starting date is 08/14/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TDIV (First Trust NASDAQ Technology Dividend Index Fund) |
5.18%
Sep 2019 – Sep 2022 |
8.25%
Mar 2015 – Mar 2020 |
10.86%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TDIV (First Trust NASDAQ Technology Dividend Index Fund) |
33.54%
Sep 2022 – Sep 2025 |
21.46%
Oct 2020 – Oct 2025 |
19.03%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart