Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HFLEX (First Trust Hedged Strategies Fund) | 4.42% | 12.81% | NA | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 09/13/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HFLEX (First Trust Hedged Strategies Fund) | 09/13/2023 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.11 | 12.81 | NA | NA | NA | NA | NA | … | … | 4.42 | 11.45 | 10.34 | 3.02 |
| Sharpe Ratio | NA | 3.22 | NA | NA | NA | NA | NA | … | … | 2.49 | 2.07 | 1.61 | 2.22 |
| Standard Deviation(%) | NA | 3.80 | NA | NA | NA | NA | NA | … | … | 4.43 | 4.16 | 4.16 | 3.02 |
| Draw Down(%) | NA | 2.70 | NA | NA | NA | NA | NA | … | … | 2.70 | 5.97 | 2.77 | 1.88 |
| Yield(%) | 0.00 | 3.05 | 2.36 | 1.42 | 0.71 | 0.47 | 0.35 | … | … | 0.00 | 3.14 | 1.83 | 1.79 |
Data as of 06/11/2026, Common starting date is 09/13/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFLEX (First Trust Hedged Strategies Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFLEX (First Trust Hedged Strategies Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart