First Trust S&P REIT Index Fund (FRI)

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The chart shows the growth of an initial investment of $10,000 in First Trust S&P REIT 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 S&P REIT Index Fund had a return of -2.76% year-to-date (YTD) and 12.20% in the last 12 months. Over the past 10 years, First Trust S&P REIT Index Fund had an annualized return of 4.52%, while the S&P 500 had an annualized return of 10.05%, indicating that First Trust S&P REIT Index Fund did not perform as well as the benchmark.

The table below presents the monthly returns of FRI, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

The current rank of FRI is 70, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.

The charts below present risk-adjusted performance metrics for First Trust S&P REIT Index Fund (FRI) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

The current First Trust S&P REIT Index Fund Sharpe ratio is 0.72. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of First Trust S&P REIT Index Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

First Trust S&P REIT Index Fund provided a 3.51% dividend yield over the last twelve months, with an annual payout of $0.93 per share. The fund has been increasing its distributions for 3 consecutive years.

The table displays the monthly dividend distributions for First Trust S&P REIT 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 S&P REIT 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 S&P REIT Index Fund was 71.96%, occurring on Mar 6, 2009. Recovery took 838 trading sessions.

The current First Trust S&P REIT Index Fund drawdown is 10.50%.

The current First Trust S&P REIT Index Fund volatility is 11.15%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.