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Inception Date
Oct 20, 2016
Category
Dividend
Leveraged
1x (No leverage)
Index Tracked
First Trust Global Equity Income UCITS ETF
Distribution Policy
Distributing
Asset Class
Equity

Share Price Chart


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Performance

GINC.L Performance Chart

First Trust Global Equity Income UCITS ETF (GINC.L) is up 12.6% since the beginning of the year. GINC.L is currently trading at £48 per share. Investors who bought £1,000 worth of GINC.L shares 5 years ago would now be looking at an investment worth £1,818.


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S&P 500 Index

Returns By Period

First Trust Global Equity Income UCITS ETF (GINC.L) has returned 12.60% so far this year and 28.66% over the past 12 months.


First Trust Global Equity Income UCITS ETF

1D
-0.20%
1M
0.57%
6M
10.26%
YTD
12.60%
1Y
28.66%
3Y*
19.76%
5Y*
12.70%
10Y*

Benchmark (S&P 500 Index)

1D
-0.66%
1M
-0.64%
6M
8.66%
YTD
10.17%
1Y
19.99%
3Y*
17.60%
5Y*
12.23%
10Y*
13.06%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GINC.L Monthly Returns History

Based on dividend-adjusted daily data since Oct 21, 2016, GINC.L's average daily return is +0.03%, while the average monthly return is +0.57%. At this rate, an investment would double in approximately 10.2 years.

Historically, 62% of months were positive and 38% were negative. The best month was Nov 2020 with a return of +12.7%, while the worst month was Oct 2016 at -17.9%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 4 months.

On a daily basis, GINC.L closed higher 54% of trading days. The best single day was Mar 24, 2020 with a return of +6.1%, while the worst single day was Oct 25, 2016 at -17.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20263.65%6.09%-3.37%1.82%3.31%-1.11%1.87%12.60%
20255.37%1.61%0.94%-2.67%4.37%1.25%4.88%2.59%0.58%3.24%3.02%1.86%30.32%
20240.15%2.09%2.20%2.48%0.58%-1.09%0.56%-0.38%-0.72%-0.36%0.73%0.22%6.57%
20234.74%-0.20%-1.35%-0.28%-3.85%3.43%4.26%-2.38%3.42%-4.70%2.15%5.57%10.62%
20223.32%1.75%2.89%-1.12%1.03%-7.02%0.80%2.21%-6.45%-0.60%9.28%-1.10%4.04%
2021-1.68%4.15%6.37%0.59%1.28%-1.10%-1.98%1.66%-0.77%-0.44%-0.41%3.04%10.87%

Benchmark Metrics

First Trust Global Equity Income UCITS ETF has an annualized alpha of 2.32%, beta of 0.39, and R2 of 0.21 versus S&P 500 Index. Calculated based on daily prices since October 21, 2016.

  • This ETF participated in 64.79% of S&P 500 Index downside but only 52.87% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.39 may look defensive, but with R2 of 0.21 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 0.21 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
2.32%
Beta
0.39
0.21
Upside Capture
52.87%
Downside Capture
64.79%

Return for Risk

Risk / Return Rank

GINC.L ranks 93 for risk / return — in the top 93% 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.


GINC.L Risk / Return Rank: 9393
Overall Rank
GINC.L Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
GINC.L Sortino Ratio Rank: 9292
Sortino Ratio Rank
GINC.L Omega Ratio Rank: 9292
Omega Ratio Rank
GINC.L Calmar Ratio Rank: 9393
Calmar Ratio Rank
GINC.L Martin Ratio Rank: 9191
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 Global Equity Income UCITS ETF (GINC.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.


GINC.LBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+1.16

Sortino ratioReturn per unit of downside risk

+1.44

Omega ratioGain probability vs. loss probability

1.50

1.31

+0.19

Calmar ratioReturn relative to maximum drawdown

5.26

2.50

+2.76

Martin ratioReturn relative to average drawdown

17.20

9.11

+8.09

Dividends

Dividend History

First Trust Global Equity Income UCITS ETF provided a 3.38% dividend yield over the last twelve months, with an annual payout of £1.62 per share.


3.50%4.00%4.50%5.00%5.50%£0.00£0.50£1.00£1.50£2.00201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM202520242023202220212020201920182017
Dividend£1.62£1.60£1.51£1.92£1.75£1.27£1.08£1.40£1.21£1.17

Dividend yield

3.38%3.67%4.33%5.62%5.35%3.84%3.47%3.95%3.66%3.20%

Monthly Dividends

The table displays the monthly dividend distributions for First Trust Global Equity Income UCITS ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026£0.00£0.00£0.16£0.00£0.00£0.86£0.00£1.02
2025£0.00£0.00£0.15£0.00£0.00£0.84£0.00£0.00£0.38£0.00£0.00£0.22£1.60
2024£0.00£0.00£0.13£0.00£0.00£0.74£0.00£0.00£0.36£0.00£0.00£0.27£1.51
2023£0.00£0.00£0.21£0.00£0.00£0.90£0.00£0.00£0.61£0.00£0.00£0.21£1.92
2022£0.00£0.00£0.14£0.00£0.00£0.67£0.00£0.00£0.62£0.00£0.00£0.32£1.75
2021£0.00£0.00£0.13£0.00£0.00£0.35£0.00£0.00£0.48£0.00£0.00£0.31£1.27

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 Global Equity Income UCITS ETF. 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 Global Equity Income UCITS ETF was 29.42%, occurring on Mar 23, 2020. Recovery took 451 trading sessions.

The current First Trust Global Equity Income UCITS ETF drawdown is 0.75%.


Drawdown

Fall

Recovery

Underwater

Related event

-29.42%Mar 2020
2mo 2d1y 9mo
1y 11moJan 2020 - Jan 2022
COVID crash2020
-21.75%Nov 2016
10d3y 2mo
3y 2moOct 2016 - Jan 2020
-12.34%Apr 2025
20d1mo 11d
2mo 1dMar 2025 - May 2025
2025 selloff2025
-12.13%Oct 2022
6mo 11d3mo 5d
9mo 16dApr 2022 - Jan 2023
Bear market2022
-8.72%May 2023
2mo 26d6mo 21d
9mo 17dMar 2023 - Dec 2023

Drawdown Indicators


GINC.LBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-29.42%

-37.07%

+7.65%

Max Drawdown (1Y)

Largest decline over 1 year

-5.51%

-8.03%

+2.52%

Max Drawdown (3Y)

Largest decline over 3 years

-12.34%

-22.15%

+9.81%

Max Drawdown (5Y)

Largest decline over 5 years

-12.34%

-22.15%

+9.81%

Max Drawdown (10Y)

Largest decline over 10 years

-26.01%

Current Drawdown

Current decline from peak

-0.75%

-1.42%

+0.67%

Average Drawdown

Average peak-to-trough decline

-5.97%

-5.29%

-0.68%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.69%

2.20%

-0.51%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with GINC.L

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