Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHRY (First Trust Bloomberg Shareholder Yield ETF) | 3.78% | 5.37% | 12.30% | 7.83% | NA | NA | NA | … | … |
Data as of 06/15/2026, Common starting date is 06/22/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHRY (First Trust Bloomberg Shareholder Yield ETF) | 06/22/2017 | 06/15/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 5.37 | 12.30 | 7.83 | NA | NA | NA | … | … | 3.78 | 7.29 | 17.27 | 17.47 | -14.21 | 30.50 | 11.86 | 30.69 | -9.35 | 10.12 |
| Sharpe Ratio | NA | 0.32 | 0.81 | 0.34 | NA | NA | NA | … | … | 0.88 | 0.28 | 1.29 | 1.00 | -0.67 | 2.31 | 0.32 | 2.33 | -0.62 | 2.91 |
| Standard Deviation(%) | NA | 10.79 | 12.87 | 15.77 | NA | NA | NA | … | … | 10.89 | 15.85 | 10.57 | 13.87 | 23.59 | 13.17 | 35.68 | 12.52 | 17.38 | 6.67 |
| Draw Down(%) | NA | 7.19 | 15.32 | 23.94 | NA | NA | NA | … | … | 5.13 | 12.94 | 7.40 | 11.95 | 23.94 | 4.90 | 36.67 | 7.52 | 19.56 | 1.94 |
| Yield(%) | 0.00 | 1.76 | 2.03 | 1.74 | 2.10 | 1.40 | 1.05 | … | … | 0.28 | 1.82 | 2.03 | 1.72 | 1.28 | 1.27 | 1.80 | 1.97 | 1.67 | 0.60 |
Data as of 06/15/2026, Common starting date is 06/22/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHRY (First Trust Bloomberg Shareholder Yield ETF) |
5.72%
Dec 2021 – Dec 2024 |
7.14%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHRY (First Trust Bloomberg Shareholder Yield ETF) |
24.03%
Dec 2018 – Dec 2021 |
18.34%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart