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Inception Date
Aug 2, 2023
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Domicile
United States
Distribution Policy
Distributing
Asset Class
Bond
Assets Under Management
$105M

Share Price Chart


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Performance

MGOV Performance Chart

First Trust Intermediate Government Opportunities ETF (MGOV) is up 0.6% since the beginning of the year. MGOV is currently trading at $20 per share.


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S&P 500 Index

Returns By Period

First Trust Intermediate Government Opportunities ETF (MGOV) has returned 0.59% so far this year and 5.71% over the past 12 months.


First Trust Intermediate Government Opportunities ETF

1D
-0.25%
1M
0.84%
YTD
0.59%
6M
0.77%
1Y
5.71%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MGOV Monthly Returns History

Based on dividend-adjusted daily data since Aug 3, 2023, MGOV's average daily return is +0.02%, while the average monthly return is +0.44%. At this rate, an investment would double in approximately 13.2 years.

Historically, 69% of months were positive and 31% were negative. The best month was Nov 2023 with a return of +5.2%, while the worst month was Oct 2024 at -3.2%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 2 months.

On a daily basis, MGOV closed higher 51% of trading days. The best single day was May 3, 2024 with a return of +1.4%, while the worst single day was Apr 10, 2024 at -1.3%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.54%2.08%-2.29%0.11%0.01%0.20%0.59%
20250.69%2.55%0.20%0.44%-1.53%1.84%-0.19%1.71%1.29%0.90%0.70%-0.33%8.54%
2024-0.08%-1.23%0.78%-2.77%1.95%1.18%2.36%1.79%1.49%-3.15%1.35%-1.91%1.55%
20230.35%-2.73%-1.90%5.23%3.77%4.56%

Benchmark Metrics

First Trust Intermediate Government Opportunities ETF has an annualized alpha of 4.46%, beta of 0.05, and R2 of 0.02 versus S&P 500 Index. Calculated based on daily prices since August 03, 2023.

  • This ETF participated in 34.00% of S&P 500 Index downside but only 25.42% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.05 may look defensive, but with R2 of 0.02 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 0.02 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
4.46%
Beta
0.05
0.02
Upside Capture
25.42%
Downside Capture
34.00%

Expense Ratio

MGOV has an expense ratio of 0.65%, placing it in the medium range.


Return for Risk

Risk / Return Rank

MGOV ranks 35 for risk / return — below 35% 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.


MGOV Risk / Return Rank: 3535
Overall Rank
MGOV Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
MGOV Sortino Ratio Rank: 3838
Sortino Ratio Rank
MGOV Omega Ratio Rank: 3434
Omega Ratio Rank
MGOV Calmar Ratio Rank: 3333
Calmar Ratio Rank
MGOV Martin Ratio Rank: 3333
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 Intermediate Government Opportunities ETF (MGOV) 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.


MGOVBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.75

Sortino ratioReturn per unit of downside risk

-0.86

Omega ratioGain probability vs. loss probability

1.22

1.37

-0.14

Calmar ratioReturn relative to maximum drawdown

1.63

2.78

-1.16

Martin ratioReturn relative to average drawdown

4.63

12.44

-7.81

Dividends

Dividend History

First Trust Intermediate Government Opportunities ETF provided a 4.96% dividend yield over the last twelve months, with an annual payout of $1.00 per share. The fund has been increasing its distributions for 2 consecutive years.


1.00%2.00%3.00%4.00%5.00%$0.00$0.20$0.40$0.60$0.80$1.00202320242025
Dividends
Dividend Yield
PeriodTTM202520242023
Dividend$1.00$1.01$1.00$0.30

Dividend yield

4.96%4.95%5.05%1.47%

Monthly Dividends

The table displays the monthly dividend distributions for First Trust Intermediate Government Opportunities ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.09$0.09$0.09$0.08$0.08$0.00$0.42
2025$0.09$0.09$0.09$0.08$0.08$0.08$0.08$0.08$0.08$0.09$0.09$0.09$1.01
2024$0.08$0.08$0.08$0.08$0.08$0.08$0.09$0.09$0.09$0.09$0.09$0.09$1.00
2023$0.08$0.08$0.08$0.08$0.30

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 Intermediate Government Opportunities 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 Intermediate Government Opportunities ETF was 6.11%, occurring on Oct 19, 2023. Recovery took 28 trading sessions.

The current First Trust Intermediate Government Opportunities ETF drawdown is 1.99%.


Related event

Drawdown

Fall

Recovery

Underwater

2023 pullback2023
-6.11%Oct 2023
2mo 10d1mo 11d
3mo 21dAug 2023 - Nov 2023
2025 pullback2025
-5.74%Jan 2025
3mo 28d6mo 20d
10mo 18dSep 2024 - Aug 2025
2024 pullback2024
-4.00%Apr 2024
2mo 14d1mo 29d
4mo 13dFeb 2024 - Jun 2024
2026 pullback2026
-3.53%May 2026
2mo 18d
3mo 23dMar 2026 - now
2024 pullback2024
-1.86%Jan 2024
27d8d
1mo 5dDec 2023 - Feb 2024

Drawdown Indicators


MGOVBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-6.11%

-56.78%

+50.67%

Max Drawdown (1Y)

Largest decline over 1 year

-3.53%

-9.10%

+5.57%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-1.99%

-1.80%

-0.19%

Average Drawdown

Average peak-to-trough decline

-1.63%

-10.71%

+9.08%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.24%

2.03%

-0.79%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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