Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FHVSHX (FT 8637: Market Strength Allocation Select Portfolio Series 40) NA -5.05% 12.96% 6.14% NA NA NA
Data as of 04/14/2022, Common starting date is 04/01/2016
More Performance Analytics Comparison
Name Start Date End Date
FHVSHX (FT 8637: Market Strength Allocation Select Portfolio Series 40) 04/01/2016 04/14/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019 2018 2017 2016
Annualized Return (%) -2.61 -5.05 12.96 6.14 NA NA NA -14.02 23.01 21.53 33.16 -31.29 22.93 3.19
Sharpe Ratio NA -0.30 0.48 0.23 NA NA NA -1.77 1.50 0.54 2.30 -1.13 2.71 0.30
Standard Deviation(%) NA 17.07 25.91 24.31 NA NA NA 23.31 15.36 39.30 13.78 28.96 8.26 13.41
Draw Down(%) NA 18.11 37.01 44.26 NA NA NA 16.57 6.65 37.01 8.17 39.73 3.80 9.15
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 04/14/2022, Common starting date is 04/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FHVSHX (FT 8637: Market Strength Allocation Select Portfolio Series 40) -7.25%
Mar 2017 – Mar 2020
6.79%
Mar 2017 – Mar 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FHVSHX (FT 8637: Market Strength Allocation Select Portfolio Series 40) 25.79%
Dec 2018 – Dec 2021
11.54%
Oct 2016 – Oct 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return