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
YDIV (First Trust S&P Int Div Aristocrats ETF) NA -1.97% 6.93% 2.41% NA NA NA
Data as of 08/29/2018, Common starting date is 08/26/2013
More Performance Analytics Comparison
Name Start Date End Date
YDIV (First Trust S&P Int Div Aristocrats ETF) 08/26/2013 08/29/2018
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2018 2017 2016 2015 2014 2013
Annualized Return (%) -0.11 -1.97 6.93 2.41 NA NA NA -3.03 22.12 0.62 -10.77 -0.79 5.76
Sharpe Ratio NA -0.20 0.38 0.13 NA NA NA -0.37 1.44 0.02 -0.61 -0.05 1.72
Standard Deviation(%) NA 14.91 16.20 15.83 NA NA NA 15.37 14.98 17.54 17.70 14.76 10.10
Draw Down(%) NA 10.31 14.72 31.13 NA NA NA 10.31 3.52 14.27 18.72 13.05 4.06
Yield(%) 0.00 4.61 4.92 4.56 2.26 1.51 1.13 3.10 5.02 4.76 3.40 4.87 3.65
Data as of 08/29/2018, Common starting date is 08/26/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
YDIV (First Trust S&P Int Div Aristocrats ETF) -4.16%
Nov 2013 – Nov 2016
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
YDIV (First Trust S&P Int Div Aristocrats ETF) 5.10%
Jan 2015 – Jan 2018
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return