Nasdaq - Delayed Quote USD

First Trust Multi-Strategy Cl A (FTMAX)

23.68
-0.03
(-0.13%)
At close: 8:04:43 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.12%
5y Average Return 6.44%
Number of Years Up 10
Number of Years Down 2
Best 1Y Total Return (May 20, 2025) 12.80%
Worst 1Y Total Return (May 20, 2025) --
Best 3Y Total Return 12.80%
Worst 3Y Total Return 1.14%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FTMAX
Category
YTD
-0.03%
5.60%
1-Month
-0.06%
0.13%
3-Month
-1.05%
2.72%
1-Year
5.49%
12.76%
3-Year
4.36%
4.12%
5-Year
6.56%
3.42%
10-Year
3.77%
2.54%
Last Bull Market
5.73%
4.37%
Last Bear Market
-3.35%
-8.39%

Annual Total Return (%) History

Year
FTMAX
Category
2025
--
--
2024
7.86%
--
2023
8.37%
--
2022
-5.38%
--
2021
6.87%
--
2020
2.30%
1.63%
2019
12.80%
7.77%
2018
-3.96%
-4.31%

2017
1.42%
5.56%
2016
7.48%
2.51%
2015
2.66%
-1.71%
2014
2.41%
3.35%
2013
0.89%
6.96%
2012
--
4.92%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.04% -- -- --
2024 2.27% 2.28% 2.06% 1.03%
2023 2.72% 1.73% 1.21% 2.46%
2022 -1.93% -3.35% -1.17% 1.01%
2021 3.49% 2.14% 0.57% 0.54%
2020 -14.62% 9.15% 2.77% 6.81%
2019 6.38% 1.44% 2.63% 1.85%
2018 -3.10% 0.51% 0.71% -2.08%
2017 -0.72% -0.34% 2.47% 0.02%
2016 4.38% 1.72% -0.60% 1.84%

2015 1.09% -0.50% 0.89% 1.16%
2014 2.32% 1.23% -2.51% 1.41%
2013 1.55% -4.73% 2.26% 1.98%
2012 3.15% -2.44% -- --

Rank in Category (By Total Return)

YTD 44
1-Month 25
3-Month 45
1-Year 24
3-Year 46
5-Year 19

Load Adjusted Returns

1-Year 0.75%
3-Year 2.77%
5-Year 5.59%
10-Year 3.29%

Performance & Risk

YTD Return 1.12%
5y Average Return 6.44%
Rank in Category (ytd) 44
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.15
Morningstar Risk Rating

Fund Overview

Category Multistrategy
Fund Family First Trust
Net Assets 863.1M
YTD Return -0.03%
Yield 5.96%
Morningstar Rating
Inception Date Apr 30, 2012

Fund Summary

The Adviser delegates the management of a portion of fund assets to a group of experienced investment managers that utilize a variety of investment strategies and styles. The fund may invest up to 85% of its net assets in derivatives including structured products, options, futures, forward currency contracts and swaps, including credit-default swaps.

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