First Trust Indxx Innovative Transaction… (LEGR) Performance
LEGR total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +10.3% since Dec 31, 2025
- 1 year
- +14.0% total return
- 5 years
- +10.5% a year
- Since first price
- +11.4% a year since 2018
LEGR trailing returns vs SPY, QQQ, AGG
| Period | LEGR total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −1.9% | −2.1% | −1.0% | −5.0% | +0.9% |
| 3 months | +2.2% | +1.9% | +3.2% | +1.9% | −0.4% |
| 6 months | +6.1% | +4.8% | +7.8% | +8.4% | −1.5% |
| YTD | +10.3% | +8.7% | +12.3% | +15.1% | −1.0% |
| 1 year | +14.0% | +11.8% | +14.4% | +15.9% | −1.1% |
| 3 years | +93.9%+24.7%/yr | +81.9% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +64.8%+10.5%/yr | +46.0% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionJan 25, 2018 | +156.8%+11.4%/yr | +115.0% | — | — | — |
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: LEGR vs SPY
From Jan 25, 2018: LEGR grew to $25,679, SPY to $30,632.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
LEGR returns by calendar year
6 of 7 full years positive. Best 2025 (+30.8%), worst 2022 (−19.0%). 2026 is year to date.
LEGR annual returns table
| Year | LEGR | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +10.3% | −10.4% | +12.3% | +15.1% | −1.0% |
| 2025 | +30.8% | −14.2% | +17.7% | +20.8% | +7.2% |
| 2024 | +16.3% | −7.2% | +24.9% | +25.6% | +1.3% |
| 2023 | +22.8% | −11.2% | +26.2% | +54.9% | +5.7% |
| 2022 | −19.0% | −31.4% | −18.2% | −32.6% | −13.0% |
| 2021 | +17.9% | −6.4% | +28.7% | +27.4% | −1.8% |
| 2020 | +18.7% | −36.1% | +18.3% | +48.6% | +7.5% |
| 2019 | +28.0% | −8.6% | +31.2% | +39.0% | +8.5% |
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.
LEGR largest drawdowns
Now 4.4% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 12, 2020 | −36.1% | Mar 16, 2020 | Nov 9, 2020 | 33 days | 9 months |
| Jan 12, 2022 | −31.4% | Oct 11, 2022 | Mar 7, 2024 | 9 months | 2.1 years |
| Sep 25, 2018 | −20.0% | Dec 24, 2018 | Apr 17, 2019 | 3 months | 7 months |
| Feb 18, 2025 | −14.2% | Apr 8, 2025 | May 8, 2025 | 49 days | 3 months |
| Jan 29, 2018 | −11.2% | Feb 8, 2018 | Aug 29, 2018 | 10 days | 7 months |
| Jan 29, 2026 | −10.4% | Mar 27, 2026 | Apr 17, 2026 | 57 days | 3 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
LEGR risk statistics
| Statistic | 3 years | 5 years | Since 2018 |
|---|---|---|---|
| Annualized return | +23.5% | +11.8% | +11.6% |
| Volatility (annualized) | 12.0% | 15.7% | 16.9% |
| Sharpe ratio | 1.47 | 0.56 | 0.59 |
| Sortino ratio | 3.17 | 0.90 | 0.91 |
| Best month | +9.1% | +12.7% | +16.9% |
| Worst month | −5.5% | −10.2% | −16.0% |
| Best 12 months | +31.9% | +31.9% | +63.2% |
| Worst 12 months | +16.3% | −25.9% | −25.9% |
| Positive months | 64% | 57% | 60% |
| Beta vs S&P 500 | 0.83 | 0.87 | — |
| Correlation with S&P 500 | 0.86 | 0.87 | — |
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.
LEGR rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 94 | −25.9% | +16.3% | +63.2% | 79% |
| 3-year (a year) | 70 | +3.0% | +11.8% | +25.8% | 100% |
| 5-year (a year) | 46 | +6.2% | +11.3% | +16.9% | 100% |
Every holding period starting at a month-end since 2018. Returns for 3 years and longer are annualized.
LEGR performance overview
First Trust Indxx Innovative Transaction… (LEGR) returned +14.0% over the past year and +10.5% a year over five years, with distributions reinvested. Since its first recorded price in 2018 it has returned +11.4% a year, turning $10,000 into about $25,679. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −36.1%, from Feb 12, 2020 to Mar 16, 2020, and it took 8 months to get back to the old high. LEGR finished 6 of its 7 full calendar years with a gain; the best year was 2025 (+30.8%) and the worst 2022 (−19.0%). Volatility has been 16.9% a year.
Related: LEGR chart, LEGR holdings, LEGR dividends. See the LEGR overview for the latest quote and fund facts.
LEGR performance FAQ
What is the LEGR return over the past year?
LEGR returned +14.0% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 11.8%.
What is the average annual return of LEGR?
LEGR has returned +10.5% a year over 5 years, +11.4% a year since January 25, 2018 (total return, distributions reinvested).
How much would $10,000 invested in LEGR be worth?
$10,000 invested in LEGR at its first recorded close on January 25, 2018 would be worth about $25,679 on October 23, 2026 with distributions reinvested.
What was the worst year for LEGR?
The worst calendar year was 2022, with a total return of −19.0%. The best was 2025 at +30.8%.
What is the biggest drawdown of LEGR?
The largest peak-to-trough decline was −36.1% between February 12, 2020 and March 16, 2020. It recovered to the old high on November 9, 2020, 8 months after the bottom.
How volatile is LEGR?
Over the past 3 years LEGR had an annualized volatility of 12.0% and a Sharpe ratio of 1.47 (excess return over 1–3 month T-bills per unit of risk).