Summary
FBT
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 53.83% Volatility 24.56% Sharpe 0.74
Official loaded data — not a live quote.

FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND

Symbol: FBT

Exchange: NYSE

Sector: Healthcare

Category: Health

Inception date: 19/06/2006

Latest date: 20/07/2026

Current price: $245.30

Expense ratio: 0.55%

Assets under management
$2.8B
-1.44% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

6.75%

Ann. -16.67% (Sharpe / Sortino numerator)

Volatility

29.66%

Sharpe ratio

-0.684

VaR 95%

-2.85%

CVaR 95%: -3.21%
Max drawdown: -7.05%
Sortino ratio: -1.196
Calmar ratio: -2.37

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

17.21%

Ann. -10.75% (Sharpe / Sortino numerator)

Volatility

24.29%

Sharpe ratio

-0.592

VaR 95%

-2.42%

CVaR 95%: -2.85%
Max drawdown: -14.26%
Sortino ratio: -0.975
Calmar ratio: -0.75

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

15.64%

Ann. 16.79% (Sharpe / Sortino numerator)

Volatility

21.53%

Sharpe ratio

0.611

VaR 95%

-2.28%

CVaR 95%: -2.64%
Max drawdown: -14.26%
Sortino ratio: 1.015
Calmar ratio: 1.18

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

53.83%

Ann. 21.79% (Sharpe / Sortino numerator)

Volatility

24.56%

Sharpe ratio

0.739

VaR 95%

-2.36%

CVaR 95%: -3.38%
Max drawdown: -14.26%
Sortino ratio: 1.059
Calmar ratio: 1.53

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

52.84%

Ann. 15.83% (Sharpe / Sortino numerator)

Volatility

21.48%

Sharpe ratio

0.568

VaR 95%

-2.11%

CVaR 95%: -3.08%
Max drawdown: -20.05%
Sortino ratio: 0.791
Calmar ratio: 0.79

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

57.26%

Ann. 9.51% (Sharpe / Sortino numerator)

Volatility

20.19%

Sharpe ratio

0.291

VaR 95%

-2.05%

CVaR 95%: -2.91%
Max drawdown: -20.05%
Sortino ratio: 0.415
Calmar ratio: 0.47

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 21/07/2025 - 20/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.181%

Best day

4.052%

31/03/2026
Worst day

-3.461%

27/03/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $248.89 $248.96 $245.18 $245.30 16,300
17/07/2026 $247.08 $249.90 $247.08 $248.48 19,000
16/07/2026 $246.65 $250.40 $246.65 $249.28 26,900
15/07/2026 $245.56 $247.63 $244.41 $247.63 34,000
14/07/2026 $247.31 $247.31 $244.74 $246.00 24,700
13/07/2026 $247.66 $248.35 $245.70 $247.54 28,200
10/07/2026 $256.04 $256.04 $248.44 $249.59 31,400
09/07/2026 $254.28 $258.20 $254.28 $256.01 87,000
08/07/2026 $254.09 $254.40 $251.62 $253.61 30,400
07/07/2026 $257.98 $257.98 $254.67 $256.19 42,100