First Trust Dow Jones Global Select Dividend Index Fund (FGD)

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The chart shows the growth of an initial investment of $10,000 in First Trust Dow Jones Global Select Dividend Index Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

First Trust Dow Jones Global Select Dividend Index Fund (FGD) has returned 5.86% so far this year and 39.89% over the past 12 months. Over the last ten years, FGD has returned 9.62% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Nov 27, 2007, FGD's average daily return is +0.03%, while the average monthly return is +0.63%. At this rate, your investment would double in approximately 9.2 years.

Historically, 60% of months were positive and 40% were negative. The best month was Apr 2009 with a return of +27.1%, while the worst month was Mar 2020 at -25.1%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 5 months.

On a daily basis, FGD closed higher 52% of trading days. The best single day was Sep 19, 2008 with a return of +23.6%, while the worst single day was Mar 12, 2020 at -13.0%.

First Trust Dow Jones Global Select Dividend Index Fund has an annualized alpha of 0.17%, beta of 0.80, and R² of 0.46 versus S&P 500 Index. Calculated based on daily prices since November 28, 2007.

• This ETF participated in 104.87% of S&P 500 Index downside but only 92.61% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.46 means the benchmark explains less than half of this ETF's behavior — treat beta with caution or consider switching to a more representative benchmark.

FGD has an expense ratio of 0.59%, placing it in the medium range.

FGD ranks 95 for risk / return — in the top 95% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for First Trust Dow Jones Global Select Dividend Index Fund (FGD) and compare them to a chosen benchmark (S&P 500 Index).

First Trust Dow Jones Global Select Dividend Index Fund provided a 5.34% dividend yield over the last twelve months, with an annual payout of $1.71 per share.

The table displays the monthly dividend distributions for First Trust Dow Jones Global Select Dividend Index Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the First Trust Dow Jones Global Select Dividend Index Fund. 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 Dow Jones Global Select Dividend Index Fund was 68.05%, occurring on Mar 9, 2009. Recovery took 1040 trading sessions.

The current First Trust Dow Jones Global Select Dividend Index Fund drawdown is 6.66%.

The chart below shows the rolling one-month volatility.