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First Trust Capital Strength ETF (FTCS)

ETF · Currency in USD
ISIN
US33733E1047
CUSIP
33733E104
Issuer
First Trust
Inception Date
Jul 6, 2006
Region
North America (U.S.)
Category
Large Cap Growth Equities
Expense Ratio
0.56%
Index Tracked
The NASDAQ Capital Strength Index
ETF Home Page
www.ftportfolios.com
Asset Class
Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

FTCSPrice Chart


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FTCSPerformance

The chart shows the growth of $10,000 invested in First Trust Capital Strength ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $46,916 for a total return of roughly 369.16%. All prices are adjusted for splits and dividends.


FTCS (First Trust Capital Strength ETF)
Benchmark (S&P 500)

FTCSReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD-4.29%-2.17%
1M-0.49%0.62%
6M5.57%6.95%
1Y21.03%22.39%
5Y15.69%15.44%
10Y15.04%13.44%

FTCSMonthly Returns Heatmap


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FTCSSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current First Trust Capital Strength ETF Sharpe ratio is 1.91. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


FTCS (First Trust Capital Strength ETF)
Benchmark (S&P 500)

FTCSDividends

First Trust Capital Strength ETF granted a 1.10% dividend yield in the last twelve months, as of Jan 15, 2022. The annual payout for that period amounted to $0.89 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$0.89$0.89$0.63$0.76$0.61$0.59$0.58$0.57$0.77$0.45$0.45$0.42$0.40

Dividend yield

1.10%1.06%0.94%1.29%1.31%1.21%1.52%1.62%2.20%1.50%2.05%2.23%2.04%

FTCSDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


FTCS (First Trust Capital Strength ETF)
Benchmark (S&P 500)

FTCSWorst Drawdowns

The table below shows the maximum drawdowns of the First Trust Capital Strength ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the First Trust Capital Strength ETF is 31.93%, recorded on Mar 23, 2020. It took 95 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-31.93%Feb 20, 202023Mar 23, 202095Aug 6, 2020118
-24.49%May 3, 2011107Oct 3, 2011111Mar 13, 2012218
-18.64%Sep 24, 201864Dec 24, 201877Apr 16, 2019141
-17.33%Apr 3, 201243Jun 4, 201270Sep 14, 2012113
-15.09%Apr 26, 201047Jul 1, 201082Oct 28, 2010129
-10.95%Mar 3, 2015123Aug 25, 2015141Mar 17, 2016264
-10.45%Jan 29, 20189Feb 8, 2018140Aug 29, 2018149
-8.66%Oct 19, 201217Nov 14, 201232Jan 2, 201349
-8%Sep 3, 202041Oct 30, 202010Nov 13, 202051
-6.78%Jan 20, 201014Feb 8, 201022Mar 11, 201036

FTCSVolatility Chart

Current First Trust Capital Strength ETF volatility is 8.63%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


FTCS (First Trust Capital Strength ETF)
Benchmark (S&P 500)

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