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 1.2 -0.7 12.7 -8.7 -4.4 -4.7 -3.2 0.9 2.2 2.5 3 0 0
2012 1 2.8 1.5 1.6 2.8 -2.2 3.6 -3.4 -1.3 3.3 1 4.1 15.5
2013 -0.5 3.8 1.9 5.3 -1.1 4.8 -0.5 2.4 -0.8 3.1 1.2 4.2 26.3
2014 1.7 0.5 4.7 -2.4 3.8 -4.2 4.4 0.5 -1.9 0.4 3.2 -2.1 8.4
2015 -4 0.9 5.9 -2.6 -5.8 0.5 1.4 -0.5 -2.6 2.2 5.4 -4.1 -4.1
2016 2.1 7 -3 -0.5 1.2 2.9 0.7 3.2 -0.7 9.2 2.4 -4.3 21.3
2017 0.4 3.3 2.3 4.8 -0.3 1 1.6 -1.4 0.6 -0.2 1.4 3.9 18.7
2018 -10.3 -1.8 -10.2 -0.9 3.6 2.7 1.1 4.8 2 2.6 -5 0.6 -11.4
2019 2.1 3.4 2.4 3.5 -5.2 0.6 8.2 -7.7 3.9 -0.6 3 10.8 0
2020 6.5 15.2 0.4 -5.6 4.1 -0.6 1.7 5 7.6 -18.7 -8.9 -1.3 2.1
2021 3.6 -0.9 2.7 -4.5 2.9 -1.5 0.5 -0.2 2.9 3.9 7.5 -0.9 15.4
2022 -16.1 5.4 10.3 -11.3 -3.6 7.4 -4.7 -0.8 -7.3 -0.9 -2 -6.4 -28.7
2023 7.1 4.7 -5.4 -5.4 -3.4 2.5 8.7 -4.6 -0.8 -4.3 -3.5 11.2 4.9
2024 -8.8 5.1 7.1 -3.1 0 0 0 0 0 0 0 0 3