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Inception Date
Aug 5, 2025
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

DGLO Performance Chart

First Trust RBA Deglobalization ETF (DGLO) is up 15.8% since the beginning of the year. DGLO is currently trading at $24 per share.


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S&P 500 Index

Returns By Period


First Trust RBA Deglobalization ETF

1D
0.12%
1M
1.83%
YTD
15.82%
6M
15.34%
1Y
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
0.00%
1M
-0.71%
YTD
8.39%
6M
8.57%
1Y
24.33%
3Y*
18.94%
5Y*
12.24%
10Y*
13.54%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DGLO Monthly Returns History

Based on dividend-adjusted daily data since Aug 7, 2025, DGLO's average daily return is +0.08%, while the average monthly return is +1.54%. At this rate, an investment would double in approximately 3.8 years.

Historically, 73% of months were positive and 27% were negative. The best month was Jan 2026 with a return of +7.1%, while the worst month was Mar 2026 at -3.8%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 2 months.

On a daily basis, DGLO closed higher 51% of trading days. The best single day was Feb 6, 2026 with a return of +3.1%, while the worst single day was Oct 10, 2025 at -2.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20267.05%6.18%-3.78%4.73%0.21%0.90%15.82%
20252.40%-0.18%-1.44%0.08%0.77%1.61%

Benchmark Metrics

First Trust RBA Deglobalization ETF has an annualized alpha of 5.79%, beta of 0.76, and R2 of 0.40 versus S&P 500 Index. Calculated based on daily prices since August 07, 2025.

  • This ETF captured 46.97% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -55.04%) - a profile typical of hedging or uncorrelated assets.
  • R2 of 0.40 means the benchmark explains less than half of this ETF's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
5.79%
Beta
0.76
0.40
Upside Capture
46.97%
Downside Capture
-55.04%

Expense Ratio

DGLO has an expense ratio of 0.70%, placing it in the medium range.


Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for First Trust RBA Deglobalization ETF (DGLO) 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.


DGLOBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.35

Calmar ratioReturn relative to maximum drawdown

2.66

Martin ratioReturn relative to average drawdown

11.86

Dividends

Dividend History

First Trust RBA Deglobalization ETF provided a 0.48% dividend yield over the last twelve months, with an annual payout of $0.11 per share.


0.39%$0.00$0.02$0.04$0.06$0.082025
Dividends
Dividend Yield
PeriodTTM2025
Dividend$0.11$0.08

Dividend yield

0.48%0.39%

Monthly Dividends

The table displays the monthly dividend distributions for First Trust RBA Deglobalization ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.03$0.00$0.00$0.00$0.03
2025$0.08$0.08

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 RBA Deglobalization ETF. 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 RBA Deglobalization ETF was 7.74%, occurring on Mar 20, 2026. Recovery took 50 trading sessions.

The current First Trust RBA Deglobalization ETF drawdown is 1.96%.


Related event

Drawdown

Fall

Recovery

Underwater

2026 pullback2026
-7.74%Mar 2026
17d2mo 14d
3mo 1dMar 2026 - Jun 2026
2025 pullback2025
-7.11%Nov 2025
2mo 27d20d
3mo 17dAug 2025 - Dec 2025
2025 pullback2025
-2.78%Dec 2025
19d5d
24dDec 2025 - Jan 2026
2025 pullback2025
-2.12%Aug 2025
6d2d
8dAug 2025 - Aug 2025
2026 pullback2026
-2.08%Jun 2026
2d
7d 23hJun 2026 - now

Drawdown Indicators


DGLOBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-7.74%

-56.78%

+49.04%

Max Drawdown (1Y)

Largest decline over 1 year

-9.10%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-1.96%

-2.49%

+0.53%

Average Drawdown

Average peak-to-trough decline

-2.01%

-10.72%

+8.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.03%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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