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First Trust NASDAQ Global Auto Index Fund (CARZ)

ETF · Currency in USD
ISIN
US33734X3098
CUSIP
33734X309
Issuer
First Trust
Inception Date
May 9, 2011
Region
Developed Markets (Broad)
Category
Consumer Discretionary Equities
Expense Ratio
0.70%
Index Tracked
NASDAQ OMX Global Automobile (TR)
ETF Home Page
www.ftportfolios.com
Asset Class
Equity

Asset Class Size

Large-Cap

Asset Class Style

Value

CARZPrice Chart


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CARZPerformance

The chart shows the growth of $10,000 invested in First Trust NASDAQ Global Auto Index Fund on May 11, 2011 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $23,797 for a total return of roughly 137.97%. All prices are adjusted for splits and dividends.


CARZ (First Trust NASDAQ Global Auto Index Fund)
Benchmark (S&P 500)

CARZReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD-0.43%-7.73%
1M1.95%-5.40%
6M3.44%0.70%
1Y5.55%14.18%
5Y13.10%14.63%
10Y11.00%12.53%

CARZMonthly Returns Heatmap


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CARZSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current First Trust NASDAQ Global Auto Index Fund Sharpe ratio is 0.22. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


CARZ (First Trust NASDAQ Global Auto Index Fund)
Benchmark (S&P 500)

CARZDividends

First Trust NASDAQ Global Auto Index Fund granted a 2.26% dividend yield in the last twelve months, as of Jan 22, 2022. The annual payout for that period amounted to $1.35 per share.


PeriodTTM20212020201920182017201620152014201320122011
Dividend$1.35$1.35$0.33$1.09$0.89$0.89$0.85$0.59$0.63$0.29$0.23$0.07

Dividend yield

2.26%2.25%0.64%3.33%3.04%2.30%2.76%1.88%1.97%0.86%0.93%0.38%

CARZDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


CARZ (First Trust NASDAQ Global Auto Index Fund)
Benchmark (S&P 500)

CARZWorst Drawdowns

The table below shows the maximum drawdowns of the First Trust NASDAQ Global Auto Index Fund. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the First Trust NASDAQ Global Auto Index Fund is 51.20%, recorded on Mar 18, 2020. It took 162 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-51.2%Jan 24, 2018535Mar 18, 2020162Nov 5, 2020697
-33.03%Jul 8, 201142Sep 22, 2011306Mar 11, 2013348
-31.17%Apr 28, 2015201Feb 11, 2016398Sep 19, 2017599
-16.13%Jul 7, 201470Oct 13, 2014122Apr 10, 2015192
-11.98%Nov 5, 202131Dec 20, 2021
-10.94%May 22, 201323Jun 24, 201313Jul 12, 201336
-9.92%Jun 7, 202174Sep 20, 202124Oct 22, 202198
-9.89%Apr 6, 202127May 12, 202113Jun 1, 202140
-8.51%Jan 23, 20148Feb 3, 201422Mar 6, 201430
-8.12%Feb 10, 202116Mar 4, 202121Apr 5, 202137

CARZVolatility Chart

Current First Trust NASDAQ Global Auto Index Fund volatility is 26.16%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


CARZ (First Trust NASDAQ Global Auto Index Fund)
Benchmark (S&P 500)

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