- ISIN
- US33738R6210
- Issuer
- First Trust
- Inception Date
- Apr 30, 2024
- Category
- Large Cap Blend Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- Bloomberg R&D Leaders Select Index
- Domicile
- United States
- Distribution Policy
- Accumulating
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
- Assets Under Management
- $5M
Share Price Chart
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Performance
RND Performance Chart
First Trust Bloomberg R&D Leaders ETF (RND) is up 3.3% since the beginning of the year. RND is currently trading at $31 per share.
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Returns By Period
First Trust Bloomberg R&D Leaders ETF (RND) has returned 3.31% so far this year and 23.15% over the past 12 months.
First Trust Bloomberg R&D Leaders ETF
- 1D
- -1.10%
- 1M
- -1.27%
- YTD
- 3.31%
- 6M
- 2.92%
- 1Y
- 23.15%
- 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%
RND Monthly Returns History
Based on dividend-adjusted daily data since May 1, 2024, RND's average daily return is +0.10%, while the average monthly return is +1.95%. At this rate, an investment would double in approximately 3.0 years.
Historically, 62% of months were positive and 38% were negative. The best month was Apr 2026 with a return of +12.3%, while the worst month was Mar 2025 at -8.3%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.
On a daily basis, RND closed higher 58% of trading days. The best single day was Apr 9, 2025 with a return of +12.0%, while the worst single day was Apr 3, 2025 at -5.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.73% | -3.80% | -5.80% | 12.30% | 6.12% | -3.64% | 3.31% | ||||||
| 2025 | 2.61% | -3.47% | -8.33% | 2.70% | 9.11% | 6.14% | 3.35% | 0.97% | 5.86% | 4.59% | -1.22% | -0.72% | 22.38% |
| 2024 | 7.12% | 7.18% | -2.11% | 2.97% | 2.95% | -0.99% | 6.08% | 1.40% | 26.88% |
Benchmark Metrics
First Trust Bloomberg R&D Leaders ETF has an annualized alpha of -0.56%, beta of 1.26, and R2 of 0.92 versus S&P 500 Index. Calculated based on daily prices since May 01, 2024.
- This ETF captured 126.06% of S&P 500 Index gains and 118.67% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- Alpha
- -0.56%
- Beta
- 1.26
- R²
- 0.92
- Upside Capture
- 126.06%
- Downside Capture
- 118.67%
Expense Ratio
RND has an expense ratio of 0.60%, placing it in the medium range.
Return for Risk
Risk / Return Rank
RND ranks 37 for risk / return — below 37% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for First Trust Bloomberg R&D Leaders ETF (RND) 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.
| RND | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.62 | ||
| Sortino ratioReturn per unit of downside risk | -0.80 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.37 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 1.50 | 2.78 | -1.29 |
| Martin ratioReturn relative to average drawdown | 5.31 | 12.44 | -7.13 |
Dividends
Dividend History
First Trust Bloomberg R&D Leaders ETF provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2025 | 2024 |
|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.01 |
Dividend yield | 0.00% | 0.00% | 0.04% |
Monthly Dividends
The table displays the monthly dividend distributions for First Trust Bloomberg R&D Leaders 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $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 |
| 2024 | $0.01 | $0.01 |
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 Bloomberg R&D Leaders 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 Bloomberg R&D Leaders ETF was 23.52%, occurring on Apr 8, 2025. Recovery took 53 trading sessions.
The current First Trust Bloomberg R&D Leaders ETF drawdown is 3.77%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2025 selloff2025 | -23.52%Apr 2025 | 2mo 14d | 2mo 18d | 5mo 2dJan 2025 - Jun 2025 |
2026 correction2026 | -15.56%Mar 2026 | 5mo 1d | 1mo 7d | 6mo 8dOct 2025 - May 2026 |
2024 correction2024 | -13.99%Aug 2024 | 25d | 2mo 10d | 3mo 5dJul 2024 - Oct 2024 |
2026 pullback2026 | -6.27%Jun 2026 | 7d | — | 20d 21hJun 2026 - now |
2025 pullback2025 | -5.71%Jan 2025 | 28d | 8d | 1mo 6dDec 2024 - Jan 2025 |
Drawdown Indicators
| RND | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.52% | -56.78% | +33.26% |
Max Drawdown (1Y)Largest decline over 1 year | -15.56% | -9.10% | -6.46% |
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 DrawdownCurrent decline from peak | -3.77% | -1.80% | -1.97% |
Average DrawdownAverage peak-to-trough decline | -3.71% | -10.71% | +7.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.37% | 2.03% | +2.34% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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