Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FDD (First Trust STOXX® European Select Dividend Index Fund) 13.54% 33.75% 25.83% 11.46% 10.79% 7.40% NA
Data as of 06/16/2026, Common starting date is 08/31/2007
More Performance Analytics Comparison
Name Start Date End Date
FDD (First Trust STOXX® European Select Dividend Index Fund) 08/31/2007 06/16/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return (%) 2.38 33.75 25.83 11.46 10.79 7.40 NA 13.54 62.47 0.32 14.23 -16.14 16.09 -3.88 23.73 -8.98 19.07 1.98 -2.81 -1.88 17.06 9.38 -8.90 1.84 31.54 -60.49 -0.83
Sharpe Ratio NA 1.94 1.42 0.48 0.44 NA NA 1.59 3.40 -0.24 0.64 -0.68 1.21 -0.10 2.11 -0.78 1.99 0.09 -0.17 -0.13 1.23 0.48 -0.27 0.06 0.61 -1.15 -0.21
Standard Deviation(%) NA 15.92 16.34 18.50 20.31 NA NA 19.20 17.63 14.02 16.70 25.91 13.23 41.10 10.52 13.30 9.30 20.01 16.96 14.29 13.83 19.64 33.22 30.81 51.67 53.31 24.42
Draw Down(%) NA 9.39 13.06 35.10 41.43 NA NA 9.39 12.90 9.56 14.50 34.87 8.80 41.43 7.24 17.16 3.27 12.40 14.06 17.51 8.52 16.73 25.95 25.03 34.06 71.29 10.71
Yield(%) 0.00 4.47 6.69 4.71 5.37 4.34 1.91 0.34 6.24 7.18 7.13 4.75 3.82 3.63 5.55 4.37 3.19 4.59 4.10 4.13 4.07 5.17 4.79 3.88 4.45 4.02 0.78
Data as of 06/16/2026, Common starting date is 08/31/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FDD (First Trust STOXX® European Select Dividend Index Fund) -21.66%
Nov 2007 – Nov 2010
-13.68%
Oct 2007 – Oct 2012
-3.94%
Oct 2007 – Oct 2017
-3.29%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FDD (First Trust STOXX® European Select Dividend Index Fund) 27.55%
Sep 2022 – Sep 2025
16.64%
Oct 2020 – Oct 2025
10.51%
Feb 2016 – Feb 2026
7.01%
Jun 2010 – Jun 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return