Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTMCX (First Trust Multi-Strategy Fund Class C Shares) | 1.20% | 5.10% | 5.84% | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 11/14/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTMCX (First Trust Multi-Strategy Fund Class C Shares) | 11/14/2022 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.25 | 5.10 | 5.84 | NA | NA | NA | NA | … | … | 1.20 | 5.57 | 7.07 | 7.49 | 0.54 |
| Sharpe Ratio | NA | 1.32 | 1.07 | NA | NA | NA | NA | … | … | -0.04 | 1.00 | 1.40 | 1.78 | 0.35 |
| Standard Deviation(%) | NA | 2.06 | 2.40 | NA | NA | NA | NA | … | … | 2.18 | 2.69 | 2.46 | 2.18 | 3.46 |
| Draw Down(%) | NA | 1.45 | 3.08 | NA | NA | NA | NA | … | … | 1.45 | 3.08 | 1.19 | 1.08 | 0.83 |
| Yield(%) | 0.00 | 5.20 | 5.54 | 3.91 | 1.95 | 1.30 | 0.98 | … | … | 2.08 | 5.17 | 6.31 | 4.73 | 0.92 |
Data as of 06/11/2026, Common starting date is 11/14/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTMCX (First Trust Multi-Strategy Fund Class C Shares) |
5.58%
Mar 2023 – Mar 2026 |
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 |
|---|---|---|---|---|
| FTMCX (First Trust Multi-Strategy Fund Class C Shares) |
6.71%
Dec 2022 – Dec 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart