First Trust Low Duration Strategic Focus ETF (LDSF)

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First Trust Low Duration Strategic Focus ETF (LDSF) is up 0.8% since the beginning of the year. LDSF is currently trading at $19 per share. Investors who bought $1,000 worth of LDSF shares 5 years ago would now be looking at an investment worth $1,127.

First Trust Low Duration Strategic Focus ETF (LDSF) has returned 0.82% so far this year and 4.54% over the past 12 months.

Based on dividend-adjusted daily data since Jan 7, 2019, LDSF's average daily return is +0.01%, while the average monthly return is +0.21%. At this rate, an investment would double in approximately 27.5 years.

Historically, 63% of months were positive and 37% were negative. The best month was Nov 2023 with a return of +2.7%, while the worst month was Mar 2020 at -4.5%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 6 months.

On a daily basis, LDSF closed higher 50% of trading days. The best single day was Mar 24, 2020 with a return of +1.2%, while the worst single day was Mar 18, 2020 at -1.7%.

First Trust Low Duration Strategic Focus ETF has an annualized alpha of 1.71%, beta of 0.05, and R2 of 0.11 versus S&P 500 Index. Calculated based on daily prices since January 07, 2019.

• This ETF participated in 14.11% of S&P 500 Index downside but only 11.46% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.05 may look defensive, but with R2 of 0.11 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 0.11 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.

LDSF has an expense ratio of 0.87%, placing it in the medium range.

LDSF ranks 70 for risk / return — better than 70% 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.

First Trust Low Duration Strategic Focus ETF provided a 4.63% dividend yield over the last twelve months, with an annual payout of $0.88 per share. The fund has been increasing its distributions for 4 consecutive years.

The table displays the monthly dividend distributions for First Trust Low Duration Strategic Focus ETF. 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 Low Duration Strategic Focus 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 Low Duration Strategic Focus ETF was 8.56%, occurring on Mar 23, 2020. Recovery took 94 trading sessions.

The current First Trust Low Duration Strategic Focus ETF drawdown is 0.26%.

The chart below shows the rolling one-month volatility.