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 0.1 -1.1 12.6 -8.7 -4.5 -4.7 -3.3 0.4 2 0 0 0 0
2012 1.3 2.7 1.4 1.5 2.6 -2.2 3.6 -3.4 -1.3 3.2 1 3.9 15
2013 -0.5 3.7 1.8 5.2 -1.2 4.6 -0.7 2.2 -1.4 3 1.1 4.1 24
2014 1.6 0.3 4.6 -2.5 3.7 -4.3 4.3 0.4 -2 0.4 3.2 -2.2 7.2
2015 -4.1 0.8 5.8 -2.7 -5.9 0.5 1.3 -0.6 -2.6 2.2 5.3 -4.3 -4.9
2016 2.1 7 -3 -0.7 1.1 2.8 0.8 3 -0.8 9.1 2.3 -4.3 20.1
2017 0.3 3.3 2.3 4.8 -0.4 0.9 2 -1.4 0.5 -0.2 1.3 3.7 0
2018 -10.3 -1.9 -10.3 -1 3.6 2.6 1.1 4.7 2 2.5 -4.9 0.5 -12.2
2019 2.1 3.3 2.4 3.4 -5.3 0.6 8.1 -7.8 3.9 -0.8 2.9 10.8 24.7
2020 6.2 15.3 0.3 -5.8 4 -0.8 1.7 4.5 7.3 -18.8 -9.1 -1.4 0.2
2021 3.3 -1 2.6 -4.6 2.8 -1.5 0.4 -0.3 2.8 4 7.5 -0.9 14.1
2022 -18.5 5.4 10.2 -11.4 -3.8 7.3 -4.8 -0.8 -7.3 -1 -2.1 -6.5 -31.3
2023 6.6 4.6 -5.5 -5.5 -3.5 2.4 8.6 -4.7 -0.9 -4.4 -3.6 11.1 3.4
2024 -9.7 5 7 -3.2 0 0 0 0 0 0 0 0 0.9