- ISIN
- IE00BKPSPT20
- Issuer
- First Trust
- Inception Date
- Mar 9, 2021
- Region
- Global (Broad)
- Category
- ESG, Global Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Domicile
- Ireland
- Distribution Policy
- Accumulating
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
CESG.L Performance Chart
First Trust Global Capital Strength ESG Leaders UCITS ETF Class A USD Acc (CESG.L) is up 2.7% since the beginning of the year. CESG.L is currently trading at $45 per share. Investors who bought $1,000 worth of CESG.L shares 5 years ago would now be looking at an investment worth $1,296.
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Returns By Period
First Trust Global Capital Strength ESG Leaders UCITS ETF Class A USD Acc (CESG.L) has returned 2.70% so far this year and 5.82% over the past 12 months.
First Trust Global Capital Strength ESG Leaders UCITS ETF Class A USD Acc
- 1D
- 0.11%
- 1M
- 2.28%
- 6M
- 2.77%
- YTD
- 2.70%
- 1Y
- 5.82%
- 3Y*
- 9.53%
- 5Y*
- 5.33%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.38%
- 1M
- 0.24%
- 6M
- 9.32%
- YTD
- 10.62%
- 1Y
- 21.28%
- 3Y*
- 18.90%
- 5Y*
- 11.84%
- 10Y*
- 13.36%
CESG.L Monthly Returns History
Based on dividend-adjusted daily data since Mar 9, 2021, CESG.L's average daily return is +0.03%, while the average monthly return is +0.68%. At this rate, an investment would double in approximately 8.5 years.
Historically, 63% of months were positive and 37% were negative. The best month was Nov 2023 with a return of +6.2%, while the worst month was Mar 2026 at -8.8%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 3 months.
On a daily basis, CESG.L closed higher 52% of trading days. The best single day was Apr 10, 2025 with a return of +4.5%, while the worst single day was Apr 7, 2025 at -5.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.43% | 3.84% | -8.78% | 3.18% | 1.83% | 2.19% | 1.42% | 2.70% | |||||
| 2025 | 3.06% | 0.77% | 0.44% | 1.20% | 4.76% | -1.31% | -0.42% | 1.67% | -0.21% | -1.78% | 2.52% | 0.41% | 11.47% |
| 2024 | 2.10% | 2.00% | 0.16% | -3.81% | 1.78% | 1.81% | 4.55% | 3.09% | 0.65% | -2.18% | 4.16% | -4.53% | 9.71% |
| 2023 | 2.51% | -2.94% | 1.71% | 3.63% | -3.80% | 5.61% | 1.59% | -1.19% | -3.26% | -2.31% | 6.15% | 4.69% | 12.32% |
| 2022 | -5.35% | -2.37% | 2.22% | -4.29% | -1.79% | -6.45% | 4.82% | -3.38% | -6.65% | 5.96% | 5.98% | -2.42% | -13.97% |
| 2021 | 5.20% | 3.30% | 3.68% | 0.65% | 3.26% | 2.19% | -4.57% | 3.97% | -1.82% | 5.80% | 23.33% |
Benchmark Metrics
First Trust Global Capital Strength ESG Leaders UCITS ETF Class A USD Acc has an annualized alpha of 4.06%, beta of 0.29, and R2 of 0.15 versus S&P 500 Index. Calculated based on daily prices since March 09, 2021.
- This ETF participated in 76.24% of S&P 500 Index downside but only 60.76% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.29 may look defensive, but with R2 of 0.15 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
- R2 of 0.15 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 4.06%
- Beta
- 0.29
- R²
- 0.15
- Upside Capture
- 60.76%
- Downside Capture
- 76.24%
Expense Ratio
CESG.L has an expense ratio of 0.75%, placing it in the medium range.
Return for Risk
Risk / Return Rank
CESG.L ranks 17 for risk / return — in the bottom 17% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for First Trust Global Capital Strength ESG Leaders UCITS ETF Class A USD Acc (CESG.L) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CESG.L | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.22 | ||
| Sortino ratioReturn per unit of downside risk | -1.59 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.31 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | 0.55 | 2.35 | -1.80 |
| Martin ratioReturn relative to average drawdown | 1.42 | 10.19 | -8.77 |
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the First Trust Global Capital Strength ESG Leaders UCITS ETF Class A USD 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 Global Capital Strength ESG Leaders UCITS ETF Class A USD Acc was 22.69%, occurring on Oct 10, 2022. Recovery took 344 trading sessions.
The current First Trust Global Capital Strength ESG Leaders UCITS ETF Class A USD Acc drawdown is 1.54%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-22.69%Oct 2022 | 9mo 13d | 1y 4mo | 2y 1moDec 2021 - Feb 2024 | Bear market2022 |
-10.31%Apr 2025 | 27d | 25d | 1mo 22dMar 2025 - May 2025 | 2025 selloff2025 |
-8.81%Mar 2026 | 25d | 3mo 8d | 4mo 3dMar 2026 - Jul 2026 | — |
-6.88%Jan 2025 | 1mo 8d | 1mo 14d | 2mo 22dDec 2024 - Feb 2025 | — |
-6.70%Oct 2021 | 27d | 2mo 13d | 3mo 10dSep 2021 - Dec 2021 | — |
Drawdown Indicators
| CESG.L | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.69% | -56.78% | +34.09% |
Max Drawdown (1Y)Largest decline over 1 year | -8.81% | -9.10% | +0.29% |
Max Drawdown (3Y)Largest decline over 3 years | -10.31% | -18.90% | +8.59% |
Max Drawdown (5Y)Largest decline over 5 years | -22.69% | -25.43% | +2.74% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -1.54% | -0.49% | -1.05% |
Average DrawdownAverage peak-to-trough decline | -5.52% | -10.70% | +5.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.41% | 2.09% | +1.32% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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