First Trust Nasdaq Lux Digital Health… (EKG) Performance
EKG total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +26.4% since Dec 31, 2025
- 1 year
- +29.3% total return
- 3 years
- +22.7% a year
- Since first price
- +4.2% a year since 2022
EKG trailing returns vs SPY, QQQ, AGG
| Period | EKG total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +4.6% | +4.6% | −1.0% | −5.0% | +0.9% |
| 3 months | +28.8% | +28.8% | +3.2% | +1.9% | −0.4% |
| 6 months | +44.3% | +44.3% | +7.8% | +8.4% | −1.5% |
| YTD | +26.4% | +26.4% | +12.3% | +15.1% | −1.0% |
| 1 year | +29.3% | +29.3% | +14.4% | +15.9% | −1.1% |
| 3 years | +84.8%+22.7%/yr | +84.8% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionMar 23, 2022 | +21.0%+4.2%/yr | +21.0% | — | — | — |
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: EKG vs SPY
From Mar 23, 2022: EKG grew to $12,103, SPY to $18,188.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
EKG returns by calendar year
2 of 3 full years positive. Best 2025 (+11.9%), worst 2023 (−0.1%). 2026 is year to date.
EKG annual returns table
| Year | EKG | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +26.4% | −22.1% | +12.3% | +15.1% | −1.0% |
| 2025 | +11.9% | −24.5% | +17.7% | +20.8% | +7.2% |
| 2024 | +6.5% | −9.6% | +24.9% | +25.6% | +1.3% |
| 2023 | −0.1% | −34.5% | +26.2% | +54.9% | +5.7% |
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.
EKG largest drawdowns
Now 1.0% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Apr 1, 2022 | −43.8% | Oct 30, 2023 | Aug 19, 2026 | 1.6 years | 4.4 years |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
EKG risk statistics
| Statistic | 3 years | Since 2022 |
|---|---|---|
| Annualized return | +19.0% | +2.9% |
| Volatility (annualized) | 23.7% | 26.6% |
| Sharpe ratio | 0.67 | 0.09 |
| Sortino ratio | 1.11 | 0.12 |
| Best month | +14.4% | +14.4% |
| Worst month | −12.7% | −19.3% |
| Best 12 months | +36.5% | +36.5% |
| Worst 12 months | −7.8% | −22.8% |
| Positive months | 58% | 54% |
| Beta vs S&P 500 | 1.18 | — |
| Correlation with S&P 500 | 0.62 | — |
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.
EKG rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 44 | −22.8% | +3.8% | +36.5% | 68% |
| 3-year (a year) | 20 | −9.2% | +3.5% | +25.0% | 80% |
Every holding period starting at a month-end since 2022. Returns for 3 years and longer are annualized.
EKG performance overview
First Trust Nasdaq Lux Digital Health… (EKG) returned +29.3% over the past year, with distributions reinvested. Since its first recorded price in 2022 it has returned +4.2% a year, turning $10,000 into about $12,103. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −43.8%, from Apr 1, 2022 to Oct 30, 2023, and it took 2.8 years to get back to the old high. EKG finished 2 of its 3 full calendar years with a gain; the best year was 2025 (+11.9%) and the worst 2023 (−0.1%). Volatility has been 26.6% a year.
Related: EKG chart, EKG holdings, EKG valuation. See the EKG overview for the latest quote and fund facts.
EKG performance FAQ
What is the EKG return over the past year?
EKG returned +29.3% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 29.3%.
How much would $10,000 invested in EKG be worth?
$10,000 invested in EKG at its first recorded close on March 23, 2022 would be worth about $12,103 on October 23, 2026 with distributions reinvested.
What was the worst year for EKG?
The worst calendar year was 2023, with a total return of −0.1%. The best was 2025 at +11.9%.
What is the biggest drawdown of EKG?
The largest peak-to-trough decline was −43.8% between April 1, 2022 and October 30, 2023. It recovered to the old high on August 19, 2026, 2.8 years after the bottom.
How volatile is EKG?
Over the past 3 years EKG had an annualized volatility of 23.7% and a Sharpe ratio of 0.67 (excess return over 1–3 month T-bills per unit of risk).