First Trust S-Network Future Vehicles… (CARZ) Performance
CARZ total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +24.5% since Dec 31, 2025
- 1 year
- +29.2% total return
- 5 years
- +10.9% a year
- 10 years
- +13.1% a year
- Since first price
- +9.6% a year since 2011
CARZ trailing returns vs SPY, QQQ, AGG
| Period | CARZ total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −10.9% | −10.9% | −1.0% | −5.0% | +0.9% |
| 3 months | −6.8% | −6.8% | +3.2% | +1.9% | −0.4% |
| 6 months | +0.4% | +0.4% | +7.8% | +8.4% | −1.5% |
| YTD | +24.5% | +24.5% | +12.3% | +15.1% | −1.0% |
| 1 year | +29.2% | +27.5% | +14.4% | +15.9% | −1.1% |
| 3 years | +107.0%+27.4%/yr | +99.3% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +67.6%+10.9%/yr | +54.6% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +243.9%+13.1%/yr | +186.7% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +405.6%+11.4%/yr | +293.9% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| Since inceptionMay 10, 2011 | +312.9%+9.6%/yr | +221.1% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: CARZ vs SPY
From May 10, 2011: CARZ grew to $41,288, SPY to $73,369.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
CARZ returns by calendar year
9 of 14 full years positive. Best 2020 (+54.7%), worst 2022 (−31.2%). 2026 is year to date.
CARZ annual returns table
| Year | CARZ | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +24.5% | −21.5% | +12.3% | +15.1% | −1.0% |
| 2025 | +37.2% | −26.8% | +17.7% | +20.8% | +7.2% |
| 2024 | +3.3% | −19.3% | +24.9% | +25.6% | +1.3% |
| 2023 | +42.5% | −20.8% | +26.2% | +54.9% | +5.7% |
| 2022 | −31.2% | −39.4% | −18.2% | −32.6% | −13.0% |
| 2021 | +18.1% | −12.0% | +28.7% | +27.4% | −1.8% |
| 2020 | +54.7% | −41.9% | +18.3% | +48.6% | +7.5% |
| 2019 | +11.4% | −17.7% | +31.2% | +39.0% | +8.5% |
| 2018 | −23.9% | −29.7% | −4.6% | −0.1% | +0.1% |
| 2017 | +25.5% | −6.8% | +21.7% | +32.7% | +3.6% |
| 2016 | −2.5% | −18.8% | +12.0% | +7.1% | +2.4% |
| 2015 | −1.4% | −23.2% | +1.2% | +9.4% | +0.5% |
| 2014 | −4.5% | −16.1% | +13.5% | +19.2% | +6.0% |
| 2013 | +37.5% | −10.9% | +32.3% | +36.6% | −2.0% |
| 2012 | +28.6% | −21.4% | +16.0% | +18.1% | +3.8% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
CARZ largest drawdowns
Now 21.3% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jan 23, 2018 | −51.2% | Mar 18, 2020 | Nov 5, 2020 | 2.1 years | 2.8 years |
| Nov 4, 2021 | −40.3% | Oct 14, 2022 | Jul 2, 2025 | 11 months | 3.7 years |
| Jul 7, 2011 | −33.0% | Sep 22, 2011 | Mar 11, 2013 | 3 months | 1.7 years |
| Apr 27, 2015 | −31.2% | Feb 11, 2016 | Sep 19, 2017 | 10 months | 2.4 years |
| Jun 2, 2026 | −21.5% | Oct 22, 2026 | not yet | 5 months | 5 months so far |
| Jul 3, 2014 | −16.1% | Oct 13, 2014 | Apr 10, 2015 | 3 months | 9 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
CARZ risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2011 |
|---|---|---|---|---|
| Annualized return | +29.7% | +14.9% | +14.6% | +10.5% |
| Volatility (annualized) | 26.2% | 27.9% | 25.5% | 24.2% |
| Sharpe ratio | 0.96 | 0.51 | 0.57 | 0.47 |
| Sortino ratio | 1.95 | 0.85 | 0.96 | 0.77 |
| Best month | +27.3% | +27.3% | +27.3% | +27.3% |
| Worst month | −13.8% | −13.8% | −22.8% | −22.8% |
| Best 12 months | +110.9% | +110.9% | +142.6% | +142.6% |
| Worst 12 months | −8.3% | −33.5% | −33.5% | −33.5% |
| Positive months | 64% | 57% | 60% | 57% |
| Beta vs S&P 500 | 1.64 | 1.45 | 1.33 | — |
| Correlation with S&P 500 | 0.78 | 0.81 | 0.80 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
CARZ rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 174 | −33.5% | +10.7% | +142.6% | 63% |
| 3-year (a year) | 150 | −10.6% | +6.4% | +34.5% | 81% |
| 5-year (a year) | 126 | −7.7% | +9.7% | +19.1% | 85% |
| 10-year (a year) | 66 | +3.7% | +7.4% | +17.0% | 100% |
Every holding period starting at a month-end since 2011. Returns for 3 years and longer are annualized.
CARZ performance overview
First Trust S-Network Future Vehicles… (CARZ) returned +29.2% over the past year and +13.1% a year over ten years, with distributions reinvested. Since its first recorded price in 2011 it has returned +9.6% a year, turning $10,000 into about $41,288. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −51.2%, from Jan 23, 2018 to Mar 18, 2020, and it took 8 months to get back to the old high. CARZ finished 9 of its 14 full calendar years with a gain; the best year was 2020 (+54.7%) and the worst 2022 (−31.2%). Volatility has been 24.2% a year.
Related: CARZ chart, CARZ holdings, CARZ dividends. See the CARZ overview for the latest quote and fund facts.
CARZ performance FAQ
What is the CARZ return over the past year?
CARZ returned +29.2% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 27.5%.
What is the average annual return of CARZ?
CARZ has returned +10.9% a year over 5 years, +13.1% a year over 10 years, +9.6% a year since May 10, 2011 (total return, distributions reinvested).
How much would $10,000 invested in CARZ be worth?
$10,000 invested in CARZ at its first recorded close on May 10, 2011 would be worth about $41,288 on October 23, 2026 with distributions reinvested.
What was the worst year for CARZ?
The worst calendar year was 2022, with a total return of −31.2%. The best was 2020 at +54.7%.
What is the biggest drawdown of CARZ?
The largest peak-to-trough decline was −51.2% between January 23, 2018 and March 18, 2020. It recovered to the old high on November 5, 2020, 8 months after the bottom.
How volatile is CARZ?
Over the past 3 years CARZ had an annualized volatility of 26.2% and a Sharpe ratio of 0.96 (excess return over 1–3 month T-bills per unit of risk).