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FXN — First Trust Energy Alphadex Fund

Data as of 2026-09-21 · US · Sectors · window 2016-09-21 → 2026-09-21 (10.0 years) · returns assume dividends reinvested, net of fund fees · Market Data from Tiingo.com

What the history says

FXN
Total return+95.4%
Annualised (CAGR)+6.9%
Volatility (annualised)+37.8%
Sharpe (rf = 0)0.18
Deepest drawdown-80.6%
Drawdown peak → trough2018-10-03 → 2020-03-23

Over the 10.0 years to 2026-09-21 the fund returned +95.4% in total (+6.9% a year), with a deepest drawdown of -80.6% from 2018-10-03 to 2020-03-23. Its worst calendar year was 2018 (-24.8%), its best 2021 (+51.8%).

Every calendar year

Calendar-year returns (net of fees, dividends reinvested)
YearFXN
2026+39.5%
2025+3.4%
2024+0.3%
2023+1.0%
2022+46.9%
2021+51.8%
2020-20.0%
2019-6.8%
2018-24.8%
2017-5.0%
2016+12.5%

What this page does not say

It does not say FXN is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -80.6% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.

Run your own window, add fees or a second fund: open FXN in the tool. History is shown as history, never sold as a forecast.

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