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
CAAA (First Trust Exchange-Traded Fund IV) 0.86% 5.59% NA NA NA NA NA
Data as of 06/15/2026, Common starting date is 03/13/2024
More Performance Analytics Comparison
Name Start Date End Date
CAAA (First Trust Exchange-Traded Fund IV) 03/13/2024 06/15/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) 0.59 5.59 NA NA NA NA NA 0.86 8.48 3.92
Sharpe Ratio NA 0.95 NA NA NA NA NA -0.11 1.71 0.43
Standard Deviation(%) NA 3.14 NA NA NA NA NA 3.34 3.29 3.17
Draw Down(%) NA 2.10 NA NA NA NA NA 2.10 1.47 2.26
Yield(%) 0.00 5.71 4.16 2.50 1.25 0.83 0.62 1.83 6.62 4.01
Data as of 06/15/2026, Common starting date is 03/13/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CAAA (First Trust Exchange-Traded Fund IV) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CAAA (First Trust Exchange-Traded Fund IV) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return