First Trust

  • First Trust-Confluence Small Cap Value Fund

First Trust-Confluence Small Cap Value Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2011 0.6 -0.5 13 -8.7 -4.7 -4.7 -3.1 0.5 2.3 0 0 0 0
2012 1.4 2.8 1.5 1.5 2.8 -2.3 3.6 -3.5 -1.3 3.2 0.8 4.1 15.2
2013 -0.5 3.8 1.9 5.3 -1.1 4.6 -0.6 2.3 -1.3 3.1 1.1 4.3 25
2014 1.7 0.4 4.7 -2.4 3.7 -4.2 4.3 0.5 -1.9 0.5 3.2 -2.1 8
2015 -4.1 1 5.9 -2.7 -5.8 0.6 1.7 -0.5 -2.5 2.2 5.4 -4.4 -3.9
2016 2.2 7.1 -2.9 -0.6 1.2 2.9 0.6 3.1 -0.8 9.3 2.3 -4.2 21.2
2017 0.4 3.3 2.3 4.9 -0.3 1 2.1 -1.4 0.5 -0.2 1.4 3.8 19
2018 -10.3 -1.8 -10.2 -0.9 3.6 2.6 1.1 4.8 2.1 2.6 -4.9 0.6 -11.5
2019 2.1 3.4 2.4 3.5 -5.3 0.6 8.2 -7.7 3.9 -0.7 3 10.7 25.3
2020 6.5 15.4 0.4 -5.7 4.1 -0.6 1.6 4.9 7.6 -18.5 -9 -1.6 1.5
2021 3.5 -0.9 2.7 -4.6 2.9 -1.5 0.4 -0.3 2.9 3.6 7.5 -1 14.7
2022 -16.6 5.4 10.3 -11.3 -3.7 7.4 -4.7 -0.8 -7.3 -1 -2.1 -6.4 -29.2
2023 7 4.7 -5.4 -5.4 -3.4 2.5 8.7 -4.6 -0.8 -4.3 -3.5 11.1 4.6
2024 -8.4 5.1 7 -3.1 0 0 0 0 0 0 0 0 6