Nasdaq - Delayed Quote USD

First Trust Multi-Strategy Cl I (FTMIX)

24.19
-0.04
(-0.17%)
At close: 8:04:43 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.23%
5y Average Return 6.75%
Number of Years Up 10
Number of Years Down 2
Best 1Y Total Return (May 20, 2025) 13.15%
Worst 1Y Total Return (May 20, 2025) --
Best 3Y Total Return 13.15%
Worst 3Y Total Return 1.42%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FTMIX
Category
YTD
0.06%
5.60%
1-Month
-0.00%
0.13%
3-Month
-0.97%
2.72%
1-Year
5.79%
12.76%
3-Year
4.67%
4.12%
5-Year
6.86%
3.42%
10-Year
4.08%
2.54%
Last Bull Market
5.91%
4.37%
Last Bear Market
-3.25%
-8.39%

Annual Total Return (%) History

Year
FTMIX
Category
2025
--
--
2024
8.22%
--
2023
8.67%
--
2022
-5.08%
--
2021
7.17%
--
2020
2.56%
1.63%
2019
13.15%
7.77%
2018
-3.69%
-4.31%

2017
1.73%
5.56%
2016
7.82%
2.51%
2015
2.98%
-1.71%
2014
2.71%
3.35%
2013
1.20%
6.96%
2012
--
4.92%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.06% -- -- --
2024 2.39% 2.34% 2.13% 1.12%
2023 2.76% 1.85% 1.31% 2.49%
2022 -1.87% -3.25% -1.11% 1.10%
2021 3.59% 2.19% 0.62% 0.61%
2020 -14.53% 9.23% 2.78% 6.88%
2019 6.48% 1.53% 2.72% 1.89%
2018 -3.04% 0.58% 0.81% -2.03%
2017 -0.63% -0.26% 2.54% 0.10%
2016 4.49% 1.77% -0.52% 1.93%

2015 1.16% -0.38% 0.96% 1.22%
2014 2.39% 1.30% -2.46% 1.52%
2013 1.58% -4.60% 2.33% 2.05%
2012 3.27% -2.36% -- --

Rank in Category (By Total Return)

YTD 42
1-Month 25
3-Month 43
1-Year 22
3-Year 38
5-Year 17

Load Adjusted Returns

1-Year 5.79%
3-Year 4.67%
5-Year 6.86%
10-Year 4.08%

Performance & Risk

YTD Return 1.23%
5y Average Return 6.75%
Rank in Category (ytd) 42
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.15
Morningstar Risk Rating

Fund Overview

Category Multistrategy
Fund Family First Trust
Net Assets 863.1M
YTD Return 0.06%
Yield 6.10%
Morningstar Rating
Inception Date Apr 30, 2012

Fund Summary

The Adviser delegates the management of a portion of fund assets to a group of experienced investment managers that utilize a variety of investment strategies and styles. The fund may invest up to 85% of its net assets in derivatives including structured products, options, futures, forward currency contracts and swaps, including credit-default swaps.

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