First Trust Dorsey Wright International Focus… (IFV) Performance
IFV total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −3.6% since Dec 31, 2025
- 1 year
- −1.4% total return
- 5 years
- +2.7% a year
- 10 years
- +5.0% a year
- Since first price
- +3.3% a year since 2014
IFV trailing returns vs SPY, QQQ, AGG
| Period | IFV total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −6.8% | −7.1% | −1.0% | −5.0% | +0.9% |
| 3 months | −6.7% | −7.1% | +3.2% | +1.9% | −0.4% |
| 6 months | −11.6% | −12.8% | +7.8% | +8.4% | −1.5% |
| YTD | −3.6% | −4.9% | +12.3% | +15.1% | −1.0% |
| 1 year | −1.4% | −3.3% | +14.4% | +15.9% | −1.1% |
| 3 years | +47.6%+13.8%/yr | +38.1% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +14.1%+2.7%/yr | +0.3% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +62.2%+5.0%/yr | +30.8% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| Since inceptionJul 23, 2014 | +48.5%+3.3%/yr | +16.6% | — | — | — |
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: IFV vs SPY
From Jul 23, 2014: IFV grew to $14,849, SPY to $46,907.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IFV returns by calendar year
7 of 11 full years positive. Best 2017 (+32.6%), worst 2022 (−25.4%). 2026 is year to date.
IFV annual returns table
| Year | IFV | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | −3.6% | −15.8% | +12.3% | +15.1% | −1.0% |
| 2025 | +32.3% | −12.8% | +17.7% | +20.8% | +7.2% |
| 2024 | +0.3% | −9.4% | +24.9% | +25.6% | +1.3% |
| 2023 | +20.4% | −9.6% | +26.2% | +54.9% | +5.7% |
| 2022 | −25.4% | −31.5% | −18.2% | −32.6% | −13.0% |
| 2021 | +5.6% | −11.0% | +28.7% | +27.4% | −1.8% |
| 2020 | +6.2% | −45.9% | +18.3% | +48.6% | +7.5% |
| 2019 | +26.3% | −9.4% | +31.2% | +39.0% | +8.5% |
| 2018 | −20.4% | −29.2% | −4.6% | −0.1% | +0.1% |
| 2017 | +32.6% | −7.2% | +21.7% | +32.7% | +3.6% |
| 2016 | −3.8% | −15.1% | +12.0% | +7.1% | +2.4% |
| 2015 | −0.2% | −19.2% | +1.2% | +9.4% | +0.5% |
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.
IFV largest drawdowns
Now 15.8% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jan 26, 2018 | −48.9% | Mar 18, 2020 | Jan 5, 2021 | 2.1 years | 2.9 years |
| Jun 8, 2021 | −35.3% | Oct 24, 2022 | Jun 26, 2025 | 1.4 years | 4.0 years |
| May 15, 2015 | −28.1% | Feb 11, 2016 | May 16, 2017 | 9 months | 2.0 years |
| May 11, 2026 | −15.8% | Oct 23, 2026 | not yet | 5 months | 5 months so far |
| Jul 24, 2014 | −14.6% | Oct 16, 2014 | Apr 9, 2015 | 3 months | 9 months |
| Feb 25, 2026 | −12.6% | Mar 20, 2026 | May 6, 2026 | 23 days | 2 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
IFV risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2014 |
|---|---|---|---|---|
| Annualized return | +14.3% | +4.4% | +5.8% | +4.0% |
| Volatility (annualized) | 14.4% | 15.6% | 18.0% | 17.5% |
| Sharpe ratio | 0.70 | 0.13 | 0.28 | 0.21 |
| Sortino ratio | 1.11 | 0.17 | 0.39 | 0.29 |
| Best month | +8.9% | +8.9% | +13.0% | +13.0% |
| Worst month | −8.9% | −11.0% | −24.7% | −24.7% |
| Best 12 months | +43.7% | +43.7% | +70.2% | +70.2% |
| Worst 12 months | +0.3% | −28.7% | −28.7% | −28.7% |
| Positive months | 64% | 57% | 57% | 55% |
| Beta vs S&P 500 | 0.77 | 0.76 | 0.91 | — |
| Correlation with S&P 500 | 0.67 | 0.76 | 0.77 | — |
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.
IFV rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 136 | −28.7% | +6.3% | +70.2% | 62% |
| 3-year (a year) | 112 | −8.5% | +4.3% | +20.8% | 72% |
| 5-year (a year) | 88 | −5.0% | +3.7% | +10.3% | 80% |
| 10-year (a year) | 28 | +2.2% | +5.0% | +8.1% | 100% |
Every holding period starting at a month-end since 2014. Returns for 3 years and longer are annualized.
IFV performance overview
First Trust Dorsey Wright International Focus… (IFV) returned −1.4% over the past year and +5.0% a year over ten years, with distributions reinvested. Since its first recorded price in 2014 it has returned +3.3% a year, turning $10,000 into about $14,849. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −48.9%, from Jan 26, 2018 to Mar 18, 2020, and it took 10 months to get back to the old high. IFV finished 7 of its 11 full calendar years with a gain; the best year was 2017 (+32.6%) and the worst 2022 (−25.4%). Volatility has been 17.5% a year.
Related: IFV chart, IFV dividends. See the IFV overview for the latest quote and fund facts.
IFV performance FAQ
What is the IFV return over the past year?
IFV returned −1.4% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 3.3%.
What is the average annual return of IFV?
IFV has returned +2.7% a year over 5 years, +5.0% a year over 10 years, +3.3% a year since July 23, 2014 (total return, distributions reinvested).
How much would $10,000 invested in IFV be worth?
$10,000 invested in IFV at its first recorded close on July 23, 2014 would be worth about $14,849 on October 23, 2026 with distributions reinvested.
What was the worst year for IFV?
The worst calendar year was 2022, with a total return of −25.4%. The best was 2017 at +32.6%.
What is the biggest drawdown of IFV?
The largest peak-to-trough decline was −48.9% between January 26, 2018 and March 18, 2020. It recovered to the old high on January 5, 2021, 10 months after the bottom.
How volatile is IFV?
Over the past 3 years IFV had an annualized volatility of 14.4% and a Sharpe ratio of 0.70 (excess return over 1–3 month T-bills per unit of risk).