- Issuer
- First Trust
- Inception Date
- Jul 19, 2023
- Category
- Dividend
- Leveraged
- 1x (No leverage)
- Index Tracked
- First Trust US Equity Income UCITS ETF
- Distribution Policy
- Distributing
- Asset Class
- Equity
Share Price Chart
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Performance
UIND.L Performance Chart
First Trust US Equity Income UCITS ETF (UIND.L) is up 17.3% since the beginning of the year. UIND.L is currently trading at $40 per share. Investors who bought $1,000 worth of UIND.L shares 5 years ago would now be looking at an investment worth $16.
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Returns By Period
First Trust US Equity Income UCITS ETF (UIND.L) has returned 17.33% so far this year and 23.34% over the past 12 months. Over the last ten years, UIND.L has returned 10.02% per year, falling short of the S&P 500 Index benchmark, which averaged 13.36% annually.
First Trust US Equity Income UCITS ETF
- 1D
- -0.05%
- 1M
- 2.08%
- 6M
- 14.18%
- YTD
- 17.33%
- 1Y
- 23.34%
- 3Y*
- 15.67%
- 5Y*
- -56.37%
- 10Y*
- 10.02%
Benchmark (S&P 500 Index)
- 1D
- 0.38%
- 1M
- 0.24%
- 6M
- 9.32%
- YTD
- 10.62%
- 1Y
- 21.28%
- 3Y*
- 18.90%
- 5Y*
- 11.84%
- 10Y*
- 13.36%
UIND.L Monthly Returns History
Based on dividend-adjusted daily data since Apr 14, 2016, UIND.L's average daily return is +3.84%, while the average monthly return is +79.38%. At this rate, an investment would double in approximately 0.1 years.
Historically, 60% of months were positive and 40% were negative. The best month was Jul 2021 with a return of +9,822.2%, while the worst month was Feb 2022 at -99.0%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 3 months.
On a daily basis, UIND.L closed higher 51% of trading days. The best single day was Jul 12, 2021 with a return of +9,920.2%, while the worst single day was Feb 16, 2022 at -99.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.37% | 4.29% | -1.20% | 4.12% | -0.28% | 2.15% | 2.87% | 17.33% | |||||
| 2025 | 4.10% | -1.38% | -0.78% | -7.43% | 2.14% | 3.67% | 1.92% | 5.53% | -2.98% | -2.62% | 3.71% | 2.03% | 7.36% |
| 2024 | -1.49% | -0.94% | 7.19% | -3.23% | 0.43% | -0.19% | 8.20% | -0.55% | -0.11% | 0.76% | 6.59% | -8.87% | 6.74% |
| 2023 | 7.15% | -1.73% | -5.88% | 0.43% | -6.85% | 6.95% | 9.76% | -2.66% | -1.92% | -5.79% | 8.17% | 10.61% | 17.10% |
| 2022 | -0.04% | -99.01% | 2.08% | -5.37% | 3.18% | -9.65% | 4.37% | -2.06% | -7.69% | 8.63% | 4.41% | -2.62% | -99.07% |
| 2021 | 0.49% | 10.54% | 7.27% | 3.51% | 2.52% | -3.24% | 9,822.22% | 2.39% | -2.75% | 3.06% | -1.31% | 6.11% | 12,946.70% |
Benchmark Metrics
First Trust US Equity Income UCITS ETF has an annualized alpha of 1351215.99%, beta of 1.67, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since April 14, 2016.
- This ETF captured 350.46% of S&P 500 Index gains and 223.04% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- R2 of 0.00 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
- 1,351,215.99%
- Beta
- 1.67
- R²
- 0.00
- Upside Capture
- 350.46%
- Downside Capture
- 223.04%
Return for Risk
Risk / Return Rank
UIND.L ranks 78 for risk / return — better than 78% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for First Trust US Equity Income UCITS ETF (UIND.L) 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.
| UIND.L | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.33 | ||
| Sortino ratioReturn per unit of downside risk | +0.71 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.31 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 3.69 | 2.35 | +1.34 |
| Martin ratioReturn relative to average drawdown | 9.85 | 10.19 | -0.34 |
Dividends
Dividend History
First Trust US Equity Income UCITS ETF provided a 2.78% dividend yield over the last twelve months, with an annual payout of $1.12 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.12 | $1.05 | $0.97 | $1.01 | $0.93 | $0.69 | $0.77 | $0.77 | $0.70 | $0.60 | $0.38 |
Dividend yield | 2.78% | 3.00% | 2.90% | 3.14% | 3.27% | 0.02% | 3.14% | 3.04% | 3.14% | 2.42% | 1.69% |
Monthly Dividends
The table displays the monthly dividend distributions for First Trust US Equity Income UCITS 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 | $0.32 | $0.00 | $0.00 | $0.30 | $0.00 | $0.62 | |||||
| 2025 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.23 | $1.05 |
| 2024 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.20 | $0.97 |
| 2023 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.24 | $1.01 |
| 2022 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.27 | $0.93 |
| 2021 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.20 | $0.69 |
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 US Equity Income UCITS 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 US Equity Income UCITS ETF was 99.21%, occurring on Sep 29, 2022. The portfolio has not yet recovered.
The current First Trust US Equity Income UCITS ETF drawdown is 98.61%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-99.21%Sep 2022 | 8mo 14d | — | 4y 6moJan 2022 - now | Bear market2022 |
-45.56%Mar 2020 | 3mo | 8mo 16d | 11mo 16dDec 2019 - Dec 2020 | COVID crash2020 |
-17.76%Dec 2018 | 10mo 29d | 10mo 16d | 1y 9moJan 2018 - Nov 2019 | Rate-hike selloffLate 2018 |
-8.61%Jun 2016 | 2mo | 15d | 2mo 15dApr 2016 - Jul 2016 | — |
-7.54%Jan 2021 | 14d | 14d | 28dJan 2021 - Feb 2021 | — |
Drawdown Indicators
| UIND.L | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.21% | -56.78% | -42.43% |
Max Drawdown (1Y)Largest decline over 1 year | -6.83% | -9.10% | +2.27% |
Max Drawdown (3Y)Largest decline over 3 years | -21.42% | -18.90% | -2.52% |
Max Drawdown (5Y)Largest decline over 5 years | -99.21% | -25.43% | -73.78% |
Max Drawdown (10Y)Largest decline over 10 years | -99.21% | -33.92% | -65.29% |
Current DrawdownCurrent decline from peak | -98.61% | -0.49% | -98.12% |
Average DrawdownAverage peak-to-trough decline | -46.02% | -10.70% | -35.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 2.09% | +0.47% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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