FT Vest Investment Grade & Target Income ETF (LQTI) Performance
LQTI total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −2.4% since Dec 31, 2025
- 1 year
- −2.9% total return
- Since first price
- +4.1% since 2025
LQTI trailing returns vs SPY, QQQ, AGG
| Period | LQTI total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +0.3% | −0.5% | −1.0% | −5.0% | +0.9% |
| 3 months | −1.1% | −3.3% | +3.2% | +1.9% | −0.4% |
| 6 months | −2.9% | −7.1% | +7.8% | +8.4% | −1.5% |
| YTD | −2.4% | −9.4% | +12.3% | +15.1% | −1.0% |
| 1 year | −2.9% | −11.2% | +14.4% | +15.9% | −1.1% |
| Since inceptionFeb 13, 2025 | +4.1% | −9.9% | — | — | — |
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: LQTI vs SPY
From Feb 13, 2025: LQTI grew to $10,412, SPY to $12,709.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
LQTI returns by calendar year
2026 is year to date.
LQTI annual returns table
| Year | LQTI | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | −2.4% | −5.6% | +12.3% | +15.1% | −1.0% |
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.
LQTI risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | +0.5% |
| Volatility (annualized) | 4.2% |
| Sharpe ratio | -0.76 |
| Sortino ratio | -0.87 |
| Best month | +1.9% |
| Worst month | −2.8% |
| Best 12 months | +6.6% |
| Worst 12 months | −3.3% |
| Positive months | 58% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
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.
LQTI rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 9 | −3.3% | +3.8% | +6.6% | 78% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
LQTI performance overview
FT Vest Investment Grade & Target Income ETF (LQTI) returned −2.9% over the past year, with distributions reinvested. Since its first recorded price on Feb 13, 2025 it has returned +4.1%. Over the same year S&P 500 (SPY) returned +14.4%.
Related: LQTI chart, LQTI dividends. See the LQTI overview for the latest quote and fund facts.
LQTI performance FAQ
What is the LQTI return over the past year?
LQTI returned −2.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 11.2%.
How much would $10,000 invested in LQTI be worth?
$10,000 invested in LQTI at its first recorded close on February 13, 2025 would be worth about $10,412 on October 23, 2026 with distributions reinvested.
How volatile is LQTI?
Over the past history LQTI had an annualized volatility of 4.2% and a Sharpe ratio of -0.76 (excess return over 1–3 month T-bills per unit of risk).