First Trust NASDAQ Global Auto Index Fund (CARZ)
CARZ is a passive ETF by First Trust tracking the investment results of the NASDAQ OMX Global Automobile (TR). CARZ launched on May 9, 2011 and has a 0.70% expense ratio.
ETF Info
| 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 |
Trading Data
| Previous Close | $52.15 |
|---|---|
| Year Range | $44.31 - $65.16 |
| EMA (50) | $49.01 |
| EMA (200) | $53.16 |
| Average Volume | $3.69K |
CARZShare Price Chart
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CARZPerformance
The chart shows the growth of $10,000 invested in First Trust NASDAQ Global Auto Index Fund in May 2011 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $20,963 for a total return of roughly 109.63%. All prices are adjusted for splits and dividends.
CARZReturns in periods
| Period | Return | Benchmark |
|---|---|---|
| 1M | 16.02% | 12.08% |
| 6M | -12.50% | -4.97% |
| YTD | -12.29% | -10.20% |
| 1Y | -12.97% | -3.65% |
| 5Y | 9.30% | 12.34% |
| 10Y | 10.07% | 11.97% |
CARZMonthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -0.99% | -3.36% | 1.41% | -13.49% | 3.31% | -12.44% | 10.54% | 4.49% | ||||
| 2021 | 4.23% | 0.74% | 5.97% | -3.61% | 6.62% | 2.56% | 0.40% | -2.19% | -1.77% | 9.21% | -3.16% | -1.30% |
| 2020 | -2.12% | -6.09% | -22.83% | 16.34% | 6.21% | 4.87% | 7.23% | 19.79% | -0.91% | 0.05% | 21.81% | 8.47% |
| 2019 | 9.25% | 0.48% | -4.41% | 6.46% | -10.98% | 7.30% | -2.42% | -4.44% | 5.54% | 4.60% | -0.45% | 1.87% |
| 2018 | 3.51% | -2.20% | -4.33% | 1.00% | -3.54% | -5.39% | 0.75% | -3.08% | 0.49% | -5.78% | -0.85% | -7.03% |
| 2017 | 3.71% | 0.76% | 0.94% | -0.25% | 0.76% | 1.99% | 1.44% | 1.07% | 7.31% | 3.28% | 1.93% | 0.18% |
| 2016 | -11.29% | -4.51% | 9.50% | -2.50% | 0.92% | -8.61% | 11.25% | 1.84% | -1.58% | 2.51% | -1.37% | 3.68% |
| 2015 | 0.36% | 8.13% | -0.06% | 1.87% | -0.22% | -4.05% | -4.23% | -6.78% | -4.53% | 11.14% | 0.87% | -2.45% |
| 2014 | -4.87% | 5.55% | 3.40% | -4.08% | 1.91% | 2.24% | -2.55% | -0.17% | -4.76% | -1.64% | 4.30% | -3.22% |
| 2013 | 4.46% | 0.63% | -1.57% | 6.85% | 9.48% | -2.61% | 6.55% | -0.50% | 7.50% | 2.08% | 0.71% | -0.45% |
| 2012 | 13.90% | 6.90% | 0.50% | -2.33% | -10.04% | -1.05% | -2.40% | 2.24% | 0.81% | 2.92% | 7.72% | 8.38% |
| 2011 | -0.99% | 3.24% | -1.30% | -15.91% | -12.24% | 16.40% | -9.69% | -3.12% |
CARZDividend History
First Trust NASDAQ Global Auto Index Fund granted a 2.75% dividend yield in the last twelve months. The annual payout for that period amounted to $1.44 per share.
| Period | TTM | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.44 | $1.35 | $0.33 | $1.09 | $0.89 | $0.89 | $0.85 | $0.59 | $0.63 | $0.29 | $0.23 | $0.07 |
Dividend yield | 2.75% | 2.27% | 0.65% | 3.35% | 3.06% | 2.31% | 2.78% | 1.89% | 1.99% | 0.86% | 0.94% | 0.38% |
CARZDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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, 2018 | 535 | Mar 18, 2020 | 162 | Nov 5, 2020 | 697 |
| -33.03% | Jul 8, 2011 | 42 | Sep 22, 2011 | 306 | Mar 11, 2013 | 348 |
| -31.99% | Nov 5, 2021 | 166 | Jul 6, 2022 | — | — | — |
| -31.17% | Apr 28, 2015 | 201 | Feb 11, 2016 | 398 | Sep 19, 2017 | 599 |
| -16.13% | Jul 7, 2014 | 70 | Oct 13, 2014 | 122 | Apr 10, 2015 | 192 |
| -10.94% | May 22, 2013 | 23 | Jun 24, 2013 | 13 | Jul 12, 2013 | 36 |
| -9.92% | Jun 7, 2021 | 74 | Sep 20, 2021 | 24 | Oct 22, 2021 | 98 |
| -9.89% | Apr 6, 2021 | 27 | May 12, 2021 | 13 | Jun 1, 2021 | 40 |
| -8.51% | Jan 23, 2014 | 8 | Feb 3, 2014 | 22 | Mar 6, 2014 | 30 |
| -8.12% | Feb 10, 2021 | 16 | Mar 4, 2021 | 21 | Apr 5, 2021 | 37 |
CARZVolatility Chart
Current First Trust NASDAQ Global Auto Index Fund volatility is 34.01%. 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.