First Trust Bloomberg Shareholder Yield ETF (SHRY) Performance
SHRY total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +15.6% since Dec 31, 2025
- 1 year
- +14.3% total return
- 5 years
- +9.1% a year
- Since first price
- +11.6% a year since 2017
SHRY trailing returns vs SPY, QQQ, AGG
| Period | SHRY total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +6.0% | +5.7% | −1.0% | −5.0% | +0.9% |
| 3 months | +9.2% | +8.8% | +3.2% | +1.9% | −0.4% |
| 6 months | +8.0% | +7.1% | +7.8% | +8.4% | −1.5% |
| YTD | +15.6% | +14.3% | +12.3% | +15.1% | −1.0% |
| 1 year | +14.3% | +12.3% | +14.4% | +15.9% | −1.1% |
| 3 years | +68.4%+19.0%/yr | +60.1% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +54.3%+9.1%/yr | +42.3% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionJun 22, 2017 | +179.1%+11.6%/yr | +140.9% | — | — | — |
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: SHRY vs SPY
From Jun 22, 2017: SHRY grew to $27,909, SPY to $36,097.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
SHRY returns by calendar year
6 of 8 full years positive. Best 2019 (+30.7%), worst 2022 (−14.2%). 2026 is year to date.
SHRY annual returns table
| Year | SHRY | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +15.6% | −7.6% | +12.3% | +15.1% | −1.0% |
| 2025 | +7.3% | −13.0% | +17.7% | +20.8% | +7.2% |
| 2024 | +17.3% | −7.4% | +24.9% | +25.6% | +1.3% |
| 2023 | +17.5% | −12.0% | +26.2% | +54.9% | +5.7% |
| 2022 | −14.2% | −23.9% | −18.2% | −32.6% | −13.0% |
| 2021 | +30.5% | −4.9% | +28.7% | +27.4% | −1.8% |
| 2020 | +11.9% | −36.7% | +18.3% | +48.6% | +7.5% |
| 2019 | +30.7% | −7.5% | +31.2% | +39.0% | +8.5% |
| 2018 | −9.3% | −19.6% | −4.6% | −0.1% | +0.1% |
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.
SHRY largest drawdowns
Now 1.2% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 13, 2020 | −36.7% | Mar 23, 2020 | Nov 11, 2020 | 39 days | 9 months |
| Jan 4, 2022 | −23.9% | Sep 30, 2022 | Dec 26, 2023 | 9 months | 2.0 years |
| Sep 21, 2018 | −19.6% | Dec 24, 2018 | Apr 24, 2019 | 3 months | 7 months |
| Nov 29, 2024 | −15.3% | Apr 8, 2025 | Jun 30, 2025 | 4 months | 7 months |
| Jan 26, 2018 | −10.3% | Feb 9, 2018 | Aug 28, 2018 | 14 days | 7 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
SHRY risk statistics
| Statistic | 3 years | 5 years | Since 2017 |
|---|---|---|---|
| Annualized return | +14.8% | +8.6% | +10.8% |
| Volatility (annualized) | 13.9% | 16.6% | 17.1% |
| Sharpe ratio | 0.75 | 0.36 | 0.55 |
| Sortino ratio | 1.26 | 0.55 | 0.82 |
| Best month | +9.2% | +9.9% | +13.5% |
| Worst month | −7.2% | −9.8% | −14.9% |
| Best 12 months | +37.0% | +37.0% | +63.1% |
| Worst 12 months | −1.5% | −15.0% | −15.0% |
| Positive months | 61% | 55% | 63% |
| Beta vs S&P 500 | 0.68 | 0.88 | — |
| Correlation with S&P 500 | 0.61 | 0.83 | — |
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.
SHRY rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 101 | −15.0% | +10.2% | +63.1% | 83% |
| 3-year (a year) | 77 | +5.7% | +11.5% | +24.0% | 100% |
| 5-year (a year) | 53 | +7.1% | +10.8% | +18.3% | 100% |
Every holding period starting at a month-end since 2017. Returns for 3 years and longer are annualized.
SHRY performance overview
First Trust Bloomberg Shareholder Yield ETF (SHRY) returned +14.3% over the past year and +9.1% a year over five years, with distributions reinvested. Since its first recorded price in 2017 it has returned +11.6% a year, turning $10,000 into about $27,909. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −36.7%, from Feb 13, 2020 to Mar 23, 2020, and it took 8 months to get back to the old high. SHRY finished 6 of its 8 full calendar years with a gain; the best year was 2019 (+30.7%) and the worst 2022 (−14.2%). Volatility has been 17.1% a year.
Related: SHRY chart, SHRY holdings, SHRY dividends, SHRY valuation. See the SHRY overview for the latest quote and fund facts.
SHRY performance FAQ
What is the SHRY return over the past year?
SHRY returned +14.3% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 12.3%.
What is the average annual return of SHRY?
SHRY has returned +9.1% a year over 5 years, +11.6% a year since June 22, 2017 (total return, distributions reinvested).
How much would $10,000 invested in SHRY be worth?
$10,000 invested in SHRY at its first recorded close on June 22, 2017 would be worth about $27,909 on October 23, 2026 with distributions reinvested.
What was the worst year for SHRY?
The worst calendar year was 2022, with a total return of −14.2%. The best was 2019 at +30.7%.
What is the biggest drawdown of SHRY?
The largest peak-to-trough decline was −36.7% between February 13, 2020 and March 23, 2020. It recovered to the old high on November 11, 2020, 8 months after the bottom.
How volatile is SHRY?
Over the past 3 years SHRY had an annualized volatility of 13.9% and a Sharpe ratio of 0.75 (excess return over 1–3 month T-bills per unit of risk).