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
QTEC (First Trust NASDAQ-100 Technology Sector Index Fund) 29.87% 45.24% 27.07% 14.86% 21.78% 18.61% 15.95%
Data as of 06/10/2026, Common starting date is 04/25/2006
More Performance Analytics Comparison
Name Start Date End Date
QTEC (First Trust NASDAQ-100 Technology Sector Index Fund) 04/25/2006 06/10/2026
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 2006
Annualized Return (%) -10.27 45.24 27.07 14.86 21.78 18.61 15.95 29.87 24.97 7.32 67.02 -39.83 26.89 38.73 48.21 -4.62 37.41 25.36 -1.54 25.08 38.15 8.06 -5.89 21.71 79.71 -45.10 7.55 1.83
Sharpe Ratio NA 2.07 0.99 0.44 0.73 NA NA 3.06 0.76 0.03 2.63 -1.01 1.09 0.97 2.22 -0.25 2.76 1.27 -0.08 1.63 2.82 0.43 -0.21 0.94 2.62 -1.07 0.23 -0.03
Standard Deviation(%) NA 24.34 26.26 29.31 27.63 NA NA 29.48 29.52 23.81 24.10 41.12 24.62 39.60 21.07 24.05 13.40 19.78 18.44 15.42 13.50 18.81 28.29 22.92 30.43 42.81 19.67 20.30
Draw Down(%) NA 16.03 29.00 45.54 45.54 NA NA 16.03 29.00 17.27 12.42 43.92 15.10 32.30 14.59 22.69 7.53 15.05 17.44 11.92 5.11 18.35 26.40 16.66 17.46 55.25 14.30 21.29
Yield(%) 0.00 0.00 0.04 0.06 0.71 1.31 1.49 0.00 0.00 0.02 0.23 0.09 0.02 0.60 1.00 0.84 0.70 1.62 0.97 1.52 0.95 0.88 0.30 0.46 0.11 0.00 0.00 0.00
Data as of 06/10/2026, Common starting date is 04/25/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
QTEC (First Trust NASDAQ-100 Technology Sector Index Fund) -4.24%
May 2006 – May 2009
0.66%
Oct 2007 – Oct 2012
10.03%
Jun 2006 – Jun 2016
11.17%
Oct 2007 – Oct 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
QTEC (First Trust NASDAQ-100 Technology Sector Index Fund) 37.67%
Dec 2018 – Dec 2021
30.51%
Jun 2016 – Jun 2021
22.97%
Aug 2011 – Aug 2021
21.48%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return