First Trust Capital Strength UCITS ETF Acc (CAPS.L)
CAPS.L is a passive ETF by First Trust tracking the investment results of the Russell 1000 TR USD. CAPS.L launched on Dec 17, 2019 and has a 0.60% expense ratio.
ETF Info
| ISIN | IE00BL0L0D23 |
|---|---|
| WKN | A2PYF3 |
| Issuer | First Trust |
| Inception Date | Dec 17, 2019 |
| Category | Large Cap Blend Equities |
| Index Tracked | Russell 1000 TR USD |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
The First Trust Capital Strength UCITS ETF Acc has a high expense ratio of 0.60%, indicating higher-than-average management fees.
Share Price Chart
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Popular comparisons: CAPS.L vs. VOO
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in First Trust Capital Strength UCITS ETF Acc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
First Trust Capital Strength UCITS ETF Acc had a return of 5.35% year-to-date (YTD) and 12.51% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 5.35% | 6.33% |
| 1 month | -1.62% | -2.81% |
| 6 months | 9.90% | 21.13% |
| 1 year | 12.51% | 24.56% |
| 5 years (annualized) | N/A | 11.55% |
| 10 years (annualized) | N/A | 10.55% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.16% | 3.32% | 2.52% | |||||||||
| 2023 | 0.87% | -1.78% | 2.44% | 3.18% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
First Trust Capital Strength UCITS ETF Acc(CAPS.L)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for First Trust Capital Strength UCITS ETF Acc (CAPS.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the First Trust Capital Strength UCITS ETF Acc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the First Trust Capital Strength UCITS ETF Acc was 21.97%, occurring on Mar 11, 2024. The portfolio has not yet recovered.
The current First Trust Capital Strength UCITS ETF Acc drawdown is 21.17%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -21.97% | Feb 26, 2024 | 11 | Mar 11, 2024 | — | — | — |
| -13.19% | Jan 4, 2022 | 38 | Feb 24, 2022 | 117 | Aug 15, 2022 | 155 |
| -11.31% | Nov 10, 2022 | 168 | Jul 13, 2023 | 139 | Jan 30, 2024 | 307 |
| -6.37% | Aug 22, 2022 | 37 | Oct 13, 2022 | 12 | Oct 31, 2022 | 49 |
| -5.61% | Aug 23, 2021 | 30 | Oct 4, 2021 | 16 | Oct 26, 2021 | 46 |
Volatility
Volatility Chart
The current First Trust Capital Strength UCITS ETF Acc volatility is 2.42%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.