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Inception Date
Jan 27, 2020
Leveraged
1x (No leverage)
Index Tracked
First Trust Capital Strength UCITS ETF Class A USD Accumulation
Distribution Policy
Accumulating
Asset Class
Equity

Share Price Chart


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Performance

FTCS.L Performance Chart

First Trust Capital Strength UCITS ETF Class A USD Accumulation (FTCS.L) is up 3.4% since the beginning of the year. FTCS.L is currently trading at $34 per share. Investors who bought $1,000 worth of FTCS.L shares 5 years ago would now be looking at an investment worth $1,308.


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S&P 500 Index

Returns By Period

First Trust Capital Strength UCITS ETF Class A USD Accumulation (FTCS.L) has returned 3.44% so far this year and 7.18% over the past 12 months.


First Trust Capital Strength UCITS ETF Class A USD Accumulation

1D
-0.55%
1M
1.78%
6M
0.59%
YTD
3.44%
1Y
7.18%
3Y*
9.29%
5Y*
5.52%
10Y*

Benchmark (S&P 500 Index)

1D
0.38%
1M
0.24%
6M
9.32%
YTD
10.62%
1Y
21.28%
3Y*
18.90%
5Y*
11.84%
10Y*
13.36%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FTCS.L Monthly Returns History

Based on dividend-adjusted daily data since Jan 23, 2020, FTCS.L's average daily return is +0.04%, while the average monthly return is +0.74%. At this rate, an investment would double in approximately 7.8 years.

Historically, 62% of months were positive and 38% were negative. The best month was Apr 2020 with a return of +11.0%, while the worst month was Mar 2020 at -10.7%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.

On a daily basis, FTCS.L closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +8.8%, while the worst single day was Mar 16, 2020 at -10.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.96%3.00%-6.49%1.59%-0.21%0.68%2.21%3.44%
20253.13%-0.38%-1.25%-1.75%3.70%-0.35%0.99%1.74%0.65%-2.16%1.58%0.72%6.62%
20241.90%2.69%2.55%-4.53%0.71%2.45%3.98%3.06%0.74%-1.22%4.87%-5.97%11.16%
20230.28%-2.88%0.16%0.61%-3.03%5.74%2.01%0.08%-2.89%-2.34%6.83%3.96%8.19%
2022-7.32%-2.84%4.50%-4.95%-2.03%-5.15%5.04%-2.65%-4.93%9.23%3.54%-1.79%-10.23%
2021-2.91%1.34%6.68%4.56%1.91%0.32%3.51%2.00%-4.72%5.35%-0.79%6.63%25.79%

Benchmark Metrics

First Trust Capital Strength UCITS ETF Class A USD Accumulation has an annualized alpha of 1.37%, beta of 0.56, and R2 of 0.42 versus S&P 500 Index. Calculated based on daily prices since January 23, 2020.

  • This ETF participated in 80.95% of S&P 500 Index downside but only 66.65% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.56 may look defensive, but with R2 of 0.42 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.42 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
1.37%
Beta
0.56
0.42
Upside Capture
66.65%
Downside Capture
80.95%

Return for Risk

Risk / Return Rank

FTCS.L ranks 23 for risk / return — below 23% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


FTCS.L Risk / Return Rank: 2323
Overall Rank
FTCS.L Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
FTCS.L Sortino Ratio Rank: 2323
Sortino Ratio Rank
FTCS.L Omega Ratio Rank: 2222
Omega Ratio Rank
FTCS.L Calmar Ratio Rank: 2323
Calmar Ratio Rank
FTCS.L Martin Ratio Rank: 2121
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 First Trust Capital Strength UCITS ETF Class A USD Accumulation (FTCS.L) 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.


FTCS.LBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.99

Sortino ratioReturn per unit of downside risk

-1.27

Omega ratioGain probability vs. loss probability

1.13

1.31

-0.17

Calmar ratioReturn relative to maximum drawdown

0.91

2.35

-1.44

Martin ratioReturn relative to average drawdown

1.88

10.19

-8.31

Dividends

Dividend History


First Trust Capital Strength UCITS ETF Class A USD Accumulation 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 First Trust Capital Strength UCITS ETF Class A USD Accumulation. 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 Capital Strength UCITS ETF Class A USD Accumulation was 31.99%, occurring on Mar 23, 2020. Recovery took 94 trading sessions.

The current First Trust Capital Strength UCITS ETF Class A USD Accumulation drawdown is 4.30%.


Drawdown

Fall

Recovery

Underwater

Related event

-31.99%Mar 2020
1mo 2d4mo 16d
5mo 18dFeb 2020 - Aug 2020
COVID crash2020
-20.63%Jun 2022
5mo 17d1y 8mo
2y 1moDec 2021 - Feb 2024
Bear market2022
-12.77%Apr 2025
4mo 10d4mo 15d
8mo 25dNov 2024 - Aug 2025
2025 selloff2025
-8.68%May 2026
3mo
5mo 6dFeb 2026 - now
-8.08%Oct 2020
1mo 27d14d
2mo 11dSep 2020 - Nov 2020

Drawdown Indicators


FTCS.LBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-31.99%

-56.78%

+24.79%

Max Drawdown (1Y)

Largest decline over 1 year

-8.68%

-9.10%

+0.42%

Max Drawdown (3Y)

Largest decline over 3 years

-12.77%

-18.90%

+6.13%

Max Drawdown (5Y)

Largest decline over 5 years

-20.63%

-25.43%

+4.80%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-4.30%

-0.49%

-3.81%

Average Drawdown

Average peak-to-trough decline

-5.78%

-10.70%

+4.92%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.21%

2.09%

+2.12%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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