First Trust Indxx Global Natural Resources… (FTRI) Performance
FTRI total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +9.1% since Dec 31, 2025
- 1 year
- +12.5% total return
- 5 years
- +10.2% a year
- 10 years
- +10.0% a year
- Since first price
- +0.3% a year since 2010
FTRI trailing returns vs SPY, QQQ, AGG
| Period | FTRI total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −3.8% | −4.2% | −1.0% | −5.0% | +0.9% |
| 3 months | +1.9% | +1.4% | +3.2% | +1.9% | −0.4% |
| 6 months | −4.3% | −5.3% | +7.8% | +8.4% | −1.5% |
| YTD | +9.1% | +7.5% | +12.3% | +15.1% | −1.0% |
| 1 year | +12.5% | +10.1% | +14.4% | +15.9% | −1.1% |
| 3 years | +49.8%+14.4%/yr | +35.7% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +62.5%+10.2%/yr | +26.5% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +159.2%+10.0%/yr | +58.5% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +4.6%+0.3%/yr | −44.4% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| Since inceptionMar 12, 2010 | +5.8%+0.3%/yr | −44.7% | — | — | — |
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: FTRI vs SPY
From Mar 12, 2010: FTRI grew to $10,582, SPY to $88,416.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
FTRI returns by calendar year
8 of 15 full years positive. Best 2025 (+33.6%), worst 2015 (−45.6%). 2026 is year to date.
FTRI annual returns table
| Year | FTRI | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +9.1% | −17.0% | +12.3% | +15.1% | −1.0% |
| 2025 | +33.6% | −13.6% | +17.7% | +20.8% | +7.2% |
| 2024 | −3.9% | −13.2% | +24.9% | +25.6% | +1.3% |
| 2023 | +1.5% | −19.7% | +26.2% | +54.9% | +5.7% |
| 2022 | +7.5% | −27.5% | −18.2% | −32.6% | −13.0% |
| 2021 | +25.3% | −14.3% | +28.7% | +27.4% | −1.8% |
| 2020 | −0.8% | −43.9% | +18.3% | +48.6% | +7.5% |
| 2019 | +22.0% | −13.6% | +31.2% | +39.0% | +8.5% |
| 2018 | −8.3% | −17.3% | −4.6% | −0.1% | +0.1% |
| 2017 | +11.8% | −7.4% | +21.7% | +32.7% | +3.6% |
| 2016 | +22.1% | −13.1% | +12.0% | +7.1% | +2.4% |
| 2015 | −45.6% | −52.3% | +1.2% | +9.4% | +0.5% |
| 2014 | −16.4% | −34.6% | +13.5% | +19.2% | +6.0% |
| 2013 | −25.0% | −38.2% | +32.3% | +36.6% | −2.0% |
| 2012 | +5.4% | −33.3% | +16.0% | +18.1% | +3.8% |
| 2011 | −30.0% | −46.1% | +1.9% | +3.4% | +7.7% |
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.
FTRI largest drawdowns
Now 31.5% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Apr 8, 2011 | −79.6% | Jan 20, 2016 | not yet | 4.8 years | 15.5 years so far |
| Apr 15, 2010 | −31.6% | Jun 30, 2010 | Sep 28, 2010 | 2 months | 5 months |
| Feb 8, 2011 | −15.6% | Mar 16, 2011 | Apr 5, 2011 | 36 days | 56 days |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
FTRI risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2010 |
|---|---|---|---|---|
| Annualized return | +13.6% | +10.6% | +9.9% | +0.2% |
| Volatility (annualized) | 17.4% | 20.2% | 20.0% | 27.1% |
| Sharpe ratio | 0.57 | 0.42 | 0.46 | 0.09 |
| Sortino ratio | 0.94 | 0.64 | 0.71 | 0.14 |
| Best month | +11.1% | +12.7% | +20.0% | +26.2% |
| Worst month | −8.3% | −15.0% | −20.4% | −30.6% |
| Best 12 months | +56.5% | +56.5% | +65.7% | +86.0% |
| Worst 12 months | −3.9% | −19.7% | −27.1% | −47.7% |
| Positive months | 56% | 53% | 56% | 53% |
| Beta vs S&P 500 | 0.28 | 0.59 | 0.81 | — |
| Correlation with S&P 500 | 0.20 | 0.46 | 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.
FTRI rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 188 | −47.7% | +2.7% | +86.0% | 57% |
| 3-year (a year) | 164 | −31.2% | +2.1% | +24.3% | 56% |
| 5-year (a year) | 140 | −24.7% | +5.3% | +16.3% | 52% |
| 10-year (a year) | 80 | −9.9% | −1.3% | +13.0% | 34% |
Every holding period starting at a month-end since 2010. Returns for 3 years and longer are annualized.
FTRI performance overview
First Trust Indxx Global Natural Resources… (FTRI) returned +12.5% over the past year and +10.0% a year over ten years, with distributions reinvested. Since its first recorded price in 2010 it has returned +0.3% a year, turning $10,000 into about $10,582. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −79.6%, from Apr 8, 2011 to Jan 20, 2016; the fund has not yet regained that high. FTRI finished 8 of its 15 full calendar years with a gain; the best year was 2025 (+33.6%) and the worst 2015 (−45.6%). Volatility has been 27.1% a year.
Related: FTRI chart, FTRI holdings, FTRI dividends. See the FTRI overview for the latest quote and fund facts.
FTRI performance FAQ
What is the FTRI return over the past year?
FTRI returned +12.5% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 10.1%.
What is the average annual return of FTRI?
FTRI has returned +10.2% a year over 5 years, +10.0% a year over 10 years, +0.3% a year since March 12, 2010 (total return, distributions reinvested).
How much would $10,000 invested in FTRI be worth?
$10,000 invested in FTRI at its first recorded close on March 12, 2010 would be worth about $10,582 on October 23, 2026 with distributions reinvested.
What was the worst year for FTRI?
The worst calendar year was 2015, with a total return of −45.6%. The best was 2025 at +33.6%.
What is the biggest drawdown of FTRI?
The largest peak-to-trough decline was −79.6% between April 8, 2011 and January 20, 2016. It has not yet recovered to that high; it is 31.5% below its peak.
How volatile is FTRI?
Over the past 3 years FTRI had an annualized volatility of 17.4% and a Sharpe ratio of 0.57 (excess return over 1–3 month T-bills per unit of risk).