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
| ISIN | US33737J8027 |
|---|---|
| CUSIP | 33737J802 |
| Issuer | First Trust |
| Inception Date | Feb 14, 2012 |
| Region | Emerging Asia Pacific (India) |
| Category | Asia Pacific Equities |
| Index Tracked | NIFTY 50 Equal Weight Index |
| Home Page | www.ftportfolios.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
NFTY has a high expense ratio of 0.80%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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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 6.48% year-to-date (YTD) and 30.75% in the last 12 months. Over the past 10 years, First Trust India NIFTY 50 Equal Weight ETF had an annualized return of 7.70%, while the S&P 500 had an annualized return of 10.99%, indicating that First Trust India NIFTY 50 Equal Weight ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 6.48% | 11.18% |
| 1 month | 2.84% | 5.60% |
| 6 months | 16.12% | 17.48% |
| 1 year | 30.75% | 26.33% |
| 5 years (annualized) | 12.83% | 13.16% |
| 10 years (annualized) | 7.70% | 10.99% |
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% | 6.48% | ||||||||
| 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% | 1.27% | -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% | 9.26% | 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% | 2.93% | 3.20% | -1.95% | 2.95% | 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% | 2.96% | 0.03% | 6.00% | 7.03% | 5.71% | 0.59% | 5.42% | -10.25% | 2.04% | 0.86% | 0.28% | 14.23% |
| 2013 | -1.23% | 1.62% | 1.42% | 2.21% | 3.83% | -2.17% | -3.86% | -3.08% | 9.82% | 0.13% | -4.96% | 7.60% | 10.74% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of NFTY is 86, placing it in the top 14% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
NFTY (First Trust India NIFTY 50 Equal Weight ETF)
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 granted a 0.17% dividend yield in the last twelve months. The annual payout for that period amounted to $0.10 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.10 | $0.07 | $2.57 | $0.73 | $0.23 | $0.34 | $0.00 | $1.47 | $1.01 | $1.25 | $0.19 | $0.55 |
Dividend yield | 0.17% | 0.13% | 5.89% | 1.53% | 0.61% | 0.97% | 0.00% | 4.10% | 3.28% | 4.39% | 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 | $0.08 | |||||||
| 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 | $0.22 | $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.
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 1.01%.
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% | Jul 24, 2014 | 61 | Oct 17, 2014 | 115 | Apr 6, 2015 | 176 |
| -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 3.31%, 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.