FIRST TRUST ACTIVE FACTOR SMALL CAP ETF

Symbol: AFSM

Exchange: NYSE ARCA

Sector: Technology

Category: Small Blend

Inception Date: 03/12/2019

Latest Date: 02/04/2026

Current Price: $33.35

Expense Ratio: 0.75%

Assets Under Management
$84.7M
2.21% daily change

Period Performance

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

Adjusted Return
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Performance Metrics

Return

-4.55%

Volatility

26.25%

Sharpe Ratio

-1.661

VaR 95%

-2.34%

CVaR 95%: -2.39%
Max Drawdown: -8.05%
Sortino Ratio: -3.363
Calmar Ratio: -4.97
Return

1.16%

Volatility

20.99%

Sharpe Ratio

0.056

VaR 95%

-2.20%

CVaR 95%: -2.32%
Max Drawdown: -9.67%
Sortino Ratio: 0.093
Calmar Ratio: 0.50
Return

2.49%

Volatility

19.16%

Sharpe Ratio

0.076

VaR 95%

-2.05%

CVaR 95%: -2.41%
Max Drawdown: -9.67%
Sortino Ratio: 0.118
Calmar Ratio: 0.52
Return

18.27%

Volatility

21.39%

Sharpe Ratio

0.688

VaR 95%

-2.04%

CVaR 95%: -2.91%
Max Drawdown: -9.67%
Sortino Ratio: 0.985
Calmar Ratio: 1.90
Return

18.09%

Volatility

20.50%

Sharpe Ratio

0.248

VaR 95%

-1.96%

CVaR 95%: -2.82%
Max Drawdown: -25.07%
Sortino Ratio: 0.373
Calmar Ratio: 0.35
Return

46.54%

Volatility

19.69%

Sharpe Ratio

0.508

VaR 95%

-1.84%

CVaR 95%: -2.63%
Max Drawdown: -25.07%
Sortino Ratio: 0.795
Calmar Ratio: 0.54

Daily Returns for Period 12M

Daily simple returns calculated over the official metric window from the same adjusted price series used in the chart: 02/04/2025 - 02/04/2026.

Methodology: adjusted prices + daily simple return
Average Daily Return

0.076%

Best Day

8.099%

09/04/2025
Worst Day

-5.981%

03/04/2025
Days with Data

251

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
02/04/2026 $32.63 $33.40 $32.63 $33.35 18,100
01/04/2026 $33.29 $33.56 $33.17 $33.17 38,600
31/03/2026 $32.58 $32.87 $32.26 $32.86 22,700
30/03/2026 $32.18 $32.24 $31.71 $31.84 15,600
27/03/2026 $32.56 $32.71 $32.30 $32.31 29,200
26/03/2026 $33.00 $33.49 $32.81 $32.81 15,600
25/03/2026 $33.64 $33.69 $33.29 $33.52 8,500
24/03/2026 $32.86 $33.33 $32.80 $33.18 16,000
23/03/2026 $32.64 $33.25 $32.64 $32.87 17,500
20/03/2026 $32.30 $32.41 $31.86 $32.03 83,700