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Issuer
FT Vest
Inception Date
Sep 17, 2020
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
Cboe S&P 500 Buffer Protect Index September
Distribution Policy
Accumulating
Asset Class
Alternatives
Asset Class Size
Large-Cap
Asset Class Style
Growth
Assets Under Management
$1B

Share Price Chart


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Performance

FSEP Performance Chart

FT Cboe Vest U.S. Equity Buffer ETF - September (FSEP) is up 5.7% since the beginning of the year. FSEP is currently trading at $55 per share. Investors who bought $1,000 worth of FSEP shares 5 years ago would now be looking at an investment worth $1,603.


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S&P 500 Index

Returns By Period

FT Cboe Vest U.S. Equity Buffer ETF - September (FSEP) has returned 5.73% so far this year and 16.29% over the past 12 months.


FT Cboe Vest U.S. Equity Buffer ETF - September

1D
-0.97%
1M
0.46%
YTD
5.73%
6M
6.06%
1Y
16.29%
3Y*
14.15%
5Y*
9.90%
10Y*

Benchmark (S&P 500 Index)

1D
-2.64%
1M
-0.21%
YTD
7.86%
6M
7.47%
1Y
23.05%
3Y*
19.90%
5Y*
11.79%
10Y*
13.33%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FSEP Monthly Returns History

Based on dividend-adjusted daily data since Sep 21, 2020, FSEP's average daily return is +0.05%, while the average monthly return is +0.92%. At this rate, an investment would double in approximately 6.3 years.

Historically, 66% of months were positive and 34% were negative. The best month was Nov 2020 with a return of +7.4%, while the worst month was Apr 2022 at -5.9%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 3 months.

On a daily basis, FSEP closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +6.1%, while the worst single day was Apr 4, 2025 at -4.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.91%-0.31%-2.97%6.64%2.48%-0.88%5.73%
20251.85%-0.73%-3.57%-0.23%4.36%3.50%1.70%1.65%1.83%1.00%0.41%0.60%12.83%
20241.19%2.85%1.47%-1.45%3.03%1.41%0.62%1.11%0.94%-0.76%3.72%-1.22%13.56%
20234.60%-1.63%2.67%1.10%0.38%5.85%2.68%-1.24%-3.73%-1.39%6.57%3.27%20.23%
2022-2.53%-1.85%2.59%-5.90%0.36%-4.38%5.56%-0.74%-5.63%5.54%4.05%-3.43%-7.05%
2021-1.30%1.73%2.78%1.25%0.72%0.77%0.39%0.22%-1.45%4.22%-0.84%2.70%11.61%

Benchmark Metrics

FT Cboe Vest U.S. Equity Buffer ETF - September has an annualized alpha of 1.92%, beta of 0.60, and R2 of 0.92 versus S&P 500 Index. Calculated based on daily prices since September 22, 2020.

  • This ETF participated in 59.88% of S&P 500 Index downside but only 58.93% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.60 indicates this ETF moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.

Alpha
1.92%
Beta
0.60
0.92
Upside Capture
58.93%
Downside Capture
59.88%

Expense Ratio

FSEP has an expense ratio of 0.85%, placing it in the medium range.


Return for Risk

Risk / Return Rank

FSEP ranks 79 for risk / return — better than 79% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


FSEP Risk / Return Rank: 7979
Overall Rank
FSEP Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
FSEP Sortino Ratio Rank: 8282
Sortino Ratio Rank
FSEP Omega Ratio Rank: 8383
Omega Ratio Rank
FSEP Calmar Ratio Rank: 6868
Calmar Ratio Rank
FSEP Martin Ratio Rank: 8484
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for FT Cboe Vest U.S. Equity Buffer ETF - September (FSEP) and compare them to S&P 500 Index.


FSEPBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.30

Sortino ratioReturn per unit of downside risk

+0.59

Omega ratioGain probability vs. loss probability

1.45

1.36

+0.09

Calmar ratioReturn relative to maximum drawdown

3.10

2.69

+0.41

Martin ratioReturn relative to average drawdown

15.62

12.34

+3.28

Dividends

Dividend History


FT Cboe Vest U.S. Equity Buffer ETF - September doesn't pay dividends

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 FT Cboe Vest U.S. Equity Buffer ETF - September. 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 FT Cboe Vest U.S. Equity Buffer ETF - September was 13.79%, occurring on Jun 16, 2022. Recovery took 240 trading sessions.

The current FT Cboe Vest U.S. Equity Buffer ETF - September drawdown is 0.99%.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-13.79%Jun 2022
5mo 13d11mo 20d
1y 4moJan 2022 - Jun 2023
2025 selloff2025
-12.37%Apr 2025
1mo 17d2mo 3d
3mo 20dFeb 2025 - Jun 2025
2023 pullback2023
-7.41%Oct 2023
2mo 27d1mo 5d
4mo 2dAug 2023 - Dec 2023
2026 pullback2026
-5.62%Mar 2026
2mo 1d15d
2mo 16dJan 2026 - Apr 2026
2020 pullback2020
-4.94%Oct 2020
17d10d
27dOct 2020 - Nov 2020

Drawdown Indicators


FSEPBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-13.79%

-56.78%

+42.99%

Max Drawdown (1Y)

Largest decline over 1 year

-5.62%

-9.10%

+3.48%

Max Drawdown (3Y)

Largest decline over 3 years

-12.37%

-18.90%

+6.53%

Max Drawdown (5Y)

Largest decline over 5 years

-13.79%

-25.43%

+11.64%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-0.99%

-2.97%

+1.98%

Average Drawdown

Average peak-to-trough decline

-2.13%

-10.72%

+8.59%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.11%

1.97%

-0.86%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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