First Trust India NIFTY 50 Equal Weight ETF (NFTY)
NFTY is a passive ETF by First Trust tracking the investment results of the NIFTY 50 Equal Weight Index. NFTY launched on Feb 14, 2012 and has a 0.80% expense ratio.
ETF Info
US33737J8027
33737J802
Feb 14, 2012
Emerging Asia Pacific (India)
1x
NIFTY 50 Equal Weight Index
Large-Cap
Blend
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in First Trust India NIFTY 50 Equal Weight ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
First Trust India NIFTY 50 Equal Weight ETF had a return of 7.38% year-to-date (YTD) and 17.58% in the last 12 months. Over the past 10 years, First Trust India NIFTY 50 Equal Weight ETF had an annualized return of 7.34%, while the S&P 500 had an annualized return of 11.11%, indicating that First Trust India NIFTY 50 Equal Weight ETF did not perform as well as the benchmark.
NFTY
7.38%
-7.34%
0.85%
17.58%
12.83%
7.34%
^GSPC (Benchmark)
23.08%
0.10%
10.70%
30.05%
13.52%
11.11%
Monthly Returns
The table below presents the monthly returns of NFTY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.00% | 2.03% | 1.39% | -0.65% | 1.10% | 5.47% | 4.69% | 0.25% | 2.48% | -7.00% | 7.38% | ||
| 2023 | 0.80% | -5.34% | 0.89% | 6.36% | 1.28% | 5.79% | 2.11% | -3.56% | 3.27% | -2.80% | 7.40% | 6.46% | 24.00% |
| 2022 | 1.71% | -4.13% | 0.98% | 0.15% | -4.75% | -5.78% | 10.00% | 0.29% | -5.33% | 3.97% | 5.30% | -4.59% | -3.46% |
| 2021 | 0.03% | 7.45% | 3.10% | -0.17% | 7.51% | -1.39% | 1.38% | 6.99% | 1.26% | -1.22% | -2.88% | 2.60% | 26.81% |
| 2020 | -3.50% | -8.89% | -26.36% | 13.93% | 1.08% | 7.94% | 6.45% | 6.39% | -2.61% | 4.55% | 9.27% | 8.52% | 10.05% |
| 2019 | -6.03% | 4.10% | 9.63% | -0.19% | 0.48% | -0.93% | -8.35% | -5.85% | 7.16% | 2.44% | -1.10% | 0.77% | 0.58% |
| 2018 | 4.91% | 0.64% | 2.69% | -0.90% | -1.48% | -4.19% | 3.77% | 0.48% | -8.94% | -9.21% | 13.05% | -0.34% | -1.51% |
| 2017 | 7.08% | 2.92% | 3.20% | -1.95% | 2.96% | 2.42% | 2.75% | 0.89% | -2.25% | 3.23% | -1.39% | 0.41% | 21.78% |
| 2016 | -6.69% | 7.02% | 6.73% | -5.42% | 0.70% | 4.13% | 6.89% | 0.97% | 3.45% | -0.77% | -2.48% | -2.57% | 11.27% |
| 2015 | 2.45% | 4.83% | -1.51% | 4.79% | 1.14% | -7.02% | -10.03% | -6.57% | -2.04% | 4.30% | -6.23% | -3.20% | -18.74% |
| 2014 | -5.85% | 2.95% | 0.03% | 6.00% | 7.03% | 5.71% | 0.59% | 5.42% | -10.25% | 2.04% | 0.86% | 0.28% | 14.23% |
| 2013 | -1.22% | 1.62% | 1.42% | 2.21% | 3.83% | -2.17% | -3.86% | -3.08% | 9.83% | 0.13% | -4.96% | 7.60% | 10.74% |
Expense Ratio
NFTY features an expense ratio of 0.80%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of NFTY is 42, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for First Trust India NIFTY 50 Equal Weight ETF (NFTY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
First Trust India NIFTY 50 Equal Weight ETF provided a 0.24% dividend yield over the last twelve months, with an annual payout of $0.14 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.14 | $0.07 | $2.57 | $0.73 | $0.23 | $0.34 | $0.00 | $1.47 | $1.01 | $1.25 | $0.19 | $0.55 |
Dividend yield | 0.24% | 0.13% | 5.89% | 1.53% | 0.61% | 0.97% | 0.00% | 4.10% | 3.28% | 4.40% | 0.52% | 1.72% |
Monthly Dividends
The table displays the monthly dividend distributions for First Trust India NIFTY 50 Equal Weight ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | |
| 2023 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 |
| 2022 | $0.00 | $0.00 | $1.30 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $1.05 | $2.57 |
| 2021 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.50 | $0.73 |
| 2020 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.23 |
| 2019 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.00 | $0.34 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.93 | $0.00 | $0.00 | $0.54 | $1.47 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.01 | $0.00 | $0.00 | $0.00 | $1.01 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.25 | $0.00 | $0.00 | $0.00 | $1.25 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.00 | $0.19 |
| 2013 | $0.55 | $0.00 | $0.00 | $0.00 | $0.55 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the First Trust India NIFTY 50 Equal Weight 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 India NIFTY 50 Equal Weight ETF was 47.67%, occurring on Mar 23, 2020. Recovery took 198 trading sessions.
The current First Trust India NIFTY 50 Equal Weight ETF drawdown is 11.51%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -47.67% | Apr 17, 2018 | 487 | Mar 23, 2020 | 198 | Jan 4, 2021 | 685 |
| -37.76% | Apr 28, 2015 | 183 | Jan 15, 2016 | 504 | Jan 17, 2018 | 687 |
| -19.08% | Oct 15, 2021 | 170 | Jun 17, 2022 | 261 | Jul 5, 2023 | 431 |
| -14.83% | Aug 29, 2014 | 35 | Oct 17, 2014 | 115 | Apr 6, 2015 | 150 |
| -14.52% | Apr 16, 2012 | 71 | Jul 25, 2012 | 109 | Jan 2, 2013 | 180 |
Volatility
Volatility Chart
The current First Trust India NIFTY 50 Equal Weight ETF volatility is 4.24%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.