First Trust Large Cap Growth AlphaDEX Fund (FTC) Performance
FTC total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +6.8% since Dec 31, 2025
- 1 year
- +6.1% total return
- 5 years
- +8.1% a year
- 10 years
- +13.8% a year
- Since first price
- +10.0% a year since 2007
FTC trailing returns vs SPY, QQQ, AGG
| Period | FTC total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −4.1% | −4.2% | −1.0% | −5.0% | +0.9% |
| 3 months | −4.6% | −4.6% | +3.2% | +1.9% | −0.4% |
| 6 months | +0.1% | +0.0% | +7.8% | +8.4% | −1.5% |
| YTD | +6.8% | +6.7% | +12.3% | +15.1% | −1.0% |
| 1 year | +6.1% | +6.0% | +14.4% | +15.9% | −1.1% |
| 3 years | +83.2%+22.4%/yr | +81.7% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +47.5%+8.1%/yr | +44.2% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +265.3%+13.8%/yr | +248.7% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +574.9%+13.6%/yr | +519.1% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| Since inceptionMay 11, 2007 | +535.0%+10.0%/yr | +470.3% | — | — | — |
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: FTC vs SPY
From May 11, 2007: FTC grew to $63,503, SPY to $71,926.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
FTC returns by calendar year
14 of 18 full years positive. Best 2013 (+37.8%), worst 2008 (−40.6%). 2026 is year to date.
FTC annual returns table
| Year | FTC | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +6.8% | −12.4% | +12.3% | +15.1% | −1.0% |
| 2025 | +15.9% | −21.4% | +17.7% | +20.8% | +7.2% |
| 2024 | +26.6% | −8.8% | +24.9% | +25.6% | +1.3% |
| 2023 | +20.7% | −12.1% | +26.2% | +54.9% | +5.7% |
| 2022 | −23.3% | −28.0% | −18.2% | −32.6% | −13.0% |
| 2021 | +24.4% | −13.3% | +28.7% | +27.4% | −1.8% |
| 2020 | +33.4% | −34.7% | +18.3% | +48.6% | +7.5% |
| 2019 | +28.1% | −6.4% | +31.2% | +39.0% | +8.5% |
| 2018 | −6.0% | −24.7% | −4.6% | −0.1% | +0.1% |
| 2017 | +25.3% | −3.4% | +21.7% | +32.7% | +3.6% |
| 2016 | +2.6% | −10.4% | +12.0% | +7.1% | +2.4% |
| 2015 | +4.3% | −11.0% | +1.2% | +9.4% | +0.5% |
| 2014 | +14.3% | −9.1% | +13.5% | +19.2% | +6.0% |
| 2013 | +37.8% | −6.4% | +32.3% | +36.6% | −2.0% |
| 2012 | +10.0% | −11.2% | +16.0% | +18.1% | +3.8% |
| 2011 | −2.8% | −22.3% | +1.9% | +3.4% | +7.7% |
| 2010 | +23.6% | −16.7% | +15.1% | +19.9% | +6.4% |
| 2009 | +28.8% | −20.9% | +26.4% | +54.7% | +3.0% |
| 2008 | −40.6% | −50.6% | −36.8% | −41.7% | +7.9% |
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.
FTC largest drawdowns
Now 12.1% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Oct 11, 2007 | −54.0% | Mar 9, 2009 | Jan 10, 2013 | 1.4 years | 5.3 years |
| Feb 19, 2020 | −34.7% | Mar 23, 2020 | Jul 6, 2020 | 33 days | 5 months |
| Nov 16, 2021 | −31.2% | Jun 17, 2022 | Mar 4, 2024 | 7 months | 2.3 years |
| Sep 14, 2018 | −24.7% | Dec 24, 2018 | Jun 19, 2019 | 3 months | 9 months |
| Feb 18, 2025 | −21.4% | Apr 8, 2025 | Jun 27, 2025 | 49 days | 4 months |
| Aug 18, 2015 | −15.1% | Feb 8, 2016 | Jul 1, 2016 | 6 months | 10 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
FTC risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2007 |
|---|---|---|---|---|
| Annualized return | +22.7% | +10.3% | +13.9% | +10.2% |
| Volatility (annualized) | 17.6% | 19.5% | 18.1% | 17.4% |
| Sharpe ratio | 1.01 | 0.42 | 0.69 | 0.57 |
| Sortino ratio | 1.79 | 0.64 | 1.07 | 0.84 |
| Best month | +11.5% | +11.5% | +13.7% | +13.7% |
| Worst month | −9.1% | −12.2% | −13.2% | −20.6% |
| Best 12 months | +43.4% | +43.4% | +63.3% | +63.3% |
| Worst 12 months | +7.0% | −23.3% | −23.3% | −43.4% |
| Positive months | 78% | 67% | 68% | 64% |
| Beta vs S&P 500 | 1.23 | 1.13 | 1.08 | — |
| Correlation with S&P 500 | 0.87 | 0.91 | 0.92 | — |
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.
FTC rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 222 | −43.4% | +14.5% | +63.3% | 78% |
| 3-year (a year) | 198 | −8.9% | +12.6% | +28.6% | 96% |
| 5-year (a year) | 174 | −1.0% | +13.0% | +22.6% | 97% |
| 10-year (a year) | 114 | +6.8% | +12.9% | +16.8% | 100% |
Every holding period starting at a month-end since 2007. Returns for 3 years and longer are annualized.
FTC performance overview
First Trust Large Cap Growth AlphaDEX Fund (FTC) returned +6.1% over the past year and +13.8% a year over ten years, with distributions reinvested. Since its first recorded price in 2007 it has returned +10.0% a year, turning $10,000 into about $63,503. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −54.0%, from Oct 11, 2007 to Mar 9, 2009, and it took 3.8 years to get back to the old high. FTC finished 14 of its 18 full calendar years with a gain; the best year was 2013 (+37.8%) and the worst 2008 (−40.6%). Volatility has been 17.4% a year.
Related: FTC chart, FTC holdings, FTC dividends, FTC valuation. See the FTC overview for the latest quote and fund facts.
FTC performance FAQ
What is the FTC return over the past year?
FTC returned +6.1% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 6.0%.
What is the average annual return of FTC?
FTC has returned +8.1% a year over 5 years, +13.8% a year over 10 years, +10.0% a year since May 11, 2007 (total return, distributions reinvested).
How much would $10,000 invested in FTC be worth?
$10,000 invested in FTC at its first recorded close on May 11, 2007 would be worth about $63,503 on October 23, 2026 with distributions reinvested.
What was the worst year for FTC?
The worst calendar year was 2008, with a total return of −40.6%. The best was 2013 at +37.8%.
What is the biggest drawdown of FTC?
The largest peak-to-trough decline was −54.0% between October 11, 2007 and March 9, 2009. It recovered to the old high on January 10, 2013, 3.8 years after the bottom.
How volatile is FTC?
Over the past 3 years FTC had an annualized volatility of 17.6% and a Sharpe ratio of 1.01 (excess return over 1–3 month T-bills per unit of risk).