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  Outcome Performance Recap Values
Ticker Ascending sort Series Reference Asset Benchmark Predetermined Net Cap Net Return Reference Asset Return Beta Standard Deviation Reference Asset Standard Deviation Max Drawdown Reference Asset Max Drawdown Period Start Date Period End Date
DAPR April SPY S&P 500® Index - Price Return 6.65% 4.13% 4.92% 0.44 7.13% 15.19% -5.00% -12.87% 04/19/21 04/14/22
DAUG August SPY S&P 500® Index - Price Return 5.90% 5.98% 10.54% 0.45 17.27% 35.87% -15.23% -34.10% 11/07/19 08/21/20
DAUG August SPY S&P 500® Index - Price Return 7.78% 7.86% 30.60% 0.31 8.44% 14.98% -3.26% -9.80% 08/24/20 08/20/21
DAUG August SPY S&P 500® Index - Price Return 6.52% -5.56% -4.79% 0.37 8.23% 20.71% -9.30% -23.41% 08/23/21 08/19/22
DDEC December SPY S&P 500® Index - Price Return 7.15% 7.20% 24.57% 0.26 3.98% 12.90% -1.78% -5.42% 12/21/20 12/17/21
DFEB February SPY S&P 500® Index - Price Return 6.65% 6.76% 16.96% 0.44 16.32% 33.77% -15.36% -33.14% 02/24/20 02/19/21
DFEB February SPY S&P 500® Index - Price Return 8.00% 8.04% 11.33% 0.28 4.73% 14.08% -1.75% -9.73% 02/22/21 02/18/22
DJAN January SPY S&P 500® Index - Price Return 7.34% 7.38% 16.58% 0.25 3.97% 13.43% -1.74% -8.32% 01/19/21 01/21/22
DJUL July SPY S&P 500® Index - Price Return 7.55% 7.66% 34.07% 0.26 4.33% 14.96% -2.68% -9.80% 07/20/20 07/16/21
DJUL July SPY S&P 500® Index - Price Return 6.45% -5.80% -10.71% 0.37 8.03% 20.09% -9.47% -23.41% 07/19/21 07/15/22
DJUN June SPY S&P 500® Index - Price Return 9.43% 9.52% 34.43% 0.28 4.90% 15.64% -2.68% -9.80% 06/22/20 06/18/21
DJUN June SPY S&P 500® Index - Price Return 6.21% -5.82% -11.82% 0.40 8.45% 19.41% -9.95% -23.41% 06/21/21 06/17/22
DMAR March SPY S&P 500® Index - Price Return 8.45% 8.50% 14.13% 0.34 5.73% 14.84% -2.89% -12.87% 03/22/21 03/18/22
DMAY May SPY S&P 500® Index - Price Return 9.08% 9.17% 44.94% 0.24 4.88% 17.35% -2.80% -9.80% 05/18/20 05/21/21
DMAY May SPY S&P 500® Index - Price Return 6.75% -5.80% -6.10% 0.47 9.04% 17.79% -10.74% -18.47% 05/24/21 05/20/22
DNOV November SPY S&P 500® Index - Price Return 7.26% 7.32% 13.96% 0.45 16.30% 33.25% -15.91% -34.10% 11/18/19 11/20/20
DNOV November SPY S&P 500® Index - Price Return 6.90% 6.96% 31.96% 0.25 3.49% 12.08% -1.61% -5.42% 11/23/20 11/19/21
DNOV November SPY S&P 500® Index - Price Return 6.75% -5.74% -15.54% 0.29 8.01% 24.13% -9.47% -25.36% 11/22/21 11/18/22
DOCT October SPY S&P 500® Index - Price Return 8.49% 8.57% 28.39% 0.29 4.51% 13.57% -2.47% -5.97% 10/19/20 10/15/21
DOCT October SPY S&P 500® Index - Price Return 6.36% -5.78% -16.05% 0.32 8.08% 22.73% -9.30% -25.36% 10/18/21 10/21/22
DSEP September SPY S&P 500® Index - Price Return 8.40% 8.50% 33.49% 0.28 4.30% 13.84% -2.76% -7.35% 09/21/20 09/17/21
DSEP September SPY S&P 500® Index - Price Return 6.58% -5.78% -12.65% 0.35 8.22% 21.75% -9.35% -23.41% 09/20/21 09/16/22
FAPR April SPY S&P 500® Index - Price Return 11.15% 4.14% 4.92% 0.60 9.96% 15.19% -7.08% -12.87% 04/19/21 04/14/22
FAUG August SPY S&P 500® Index - Price Return 7.93% 8.06% 10.54% 0.66 24.77% 35.87% -22.90% -34.10% 11/07/19 08/21/20
FAUG August SPY S&P 500® Index - Price Return 13.86% 13.97% 30.60% 0.50 8.44% 14.98% -5.21% -9.80% 08/24/20 08/20/21
FAUG August SPY S&P 500® Index - Price Return 10.79% -0.76% -4.79% 0.58 12.63% 20.71% -13.41% -23.41% 08/23/21 08/19/22
FDEC December SPY S&P 500® Index - Price Return 13.15% 13.20% 24.57% 0.44 6.51% 12.90% -2.80% -5.42% 12/21/20 12/17/21
FFEB February SPY S&P 500® Index - Price Return 9.90% 10.04% 16.96% 0.71 25.12% 33.77% -24.71% -33.14% 02/24/20 02/19/21
FFEB February SPY S&P 500® Index - Price Return 15.00% 10.51% 11.33% 0.55 8.70% 14.08% -4.00% -9.73% 02/22/21 02/18/22
FJAN January SPY S&P 500® Index - Price Return 13.64% 13.67% 16.58% 0.42 6.49% 13.43% -2.72% -8.32% 01/19/21 01/21/22
FJUL July SPY S&P 500® Index - Price Return 14.10% 14.23% 34.07% 0.44 7.14% 14.96% -4.54% -9.80% 07/20/20 07/16/21
FJUL July SPY S&P 500® Index - Price Return 10.85% -1.50% -10.71% 0.58 11.95% 20.09% -12.30% -23.41% 07/19/21 07/15/22
FJUN June SPY S&P 500® Index - Price Return 16.87% 16.99% 34.43% 0.48 8.34% 15.64% -4.54% -9.80% 06/22/20 06/18/21
FJUN June SPY S&P 500® Index - Price Return 10.85% -2.65% -11.82% 0.52 10.58% 19.41% -9.95% -23.41% 06/21/21 06/17/22
FMAR March SPY S&P 500® Index - Price Return 13.35% 13.34% 14.13% 0.55 8.91% 14.84% -5.66% -12.87% 03/22/21 03/18/22
FMAY May SPY S&P 500® Index - Price Return 16.21% 16.31% 44.94% 0.40 8.04% 17.35% -4.25% -9.80% 05/18/20 05/21/21
FMAY May SPY S&P 500® Index - Price Return 11.65% -0.80% -6.10% 0.54 10.33% 17.79% -9.18% -18.47% 05/24/21 05/20/22
FNOV November SPY S&P 500® Index - Price Return 11.50% 11.64% 13.96% 0.72 25.00% 33.25% -24.77% -34.10% 11/18/19 11/20/20
FNOV November SPY S&P 500® Index - Price Return 12.87% 12.94% 31.96% 0.41 5.75% 12.08% -2.50% -5.42% 11/23/20 11/19/21
FNOV November SPY S&P 500® Index - Price Return 11.25% -6.25% -15.54% 0.69 17.07% 24.13% -16.10% -25.36% 11/22/21 11/18/22
FOCT October SPY S&P 500® Index - Price Return 15.37% 15.47% 28.39% 0.46 7.20% 13.57% -3.98% -5.97% 10/19/20 10/15/21
FOCT October SPY S&P 500® Index - Price Return 10.84% -6.81% -16.05% 0.64 14.92% 22.73% -14.15% -25.36% 10/18/21 10/21/22
FSEP September SPY S&P 500® Index - Price Return 15.65% 15.77% 33.49% 0.47 7.20% 13.84% -4.49% -7.35% 09/21/20 09/17/21
FSEP September SPY S&P 500® Index - Price Return 11.35% -3.42% -12.65% 0.58 13.10% 21.75% -13.65% -23.41% 09/20/21 09/16/22
QDEC December QQQ Nasdaq-100 Index® - Price Return 16.14% 16.18% 24.14% 0.48 10.11% 18.00% -6.45% -10.85% 12/21/20 12/17/21
QJUN June QQQ Nasdaq-100 Index® - Price Return 12.10% -10.67% -19.83% 0.55 15.42% 26.20% -18.29% -32.82% 06/21/21 06/17/22
QMAR March QQQ Nasdaq-100 Index® - Price Return 14.61% 11.42% 12.25% 0.47 11.19% 20.45% -10.15% -21.24% 03/22/21 03/18/22
QSPT September QQQ Nasdaq-100 Index® - Price Return 12.75% -13.38% -22.61% 0.67 20.66% 29.34% -21.65% -32.82% 09/20/21 09/16/22
XJUN June SPY S&P 500® Index - Price Return 5.37% -2.04% -16.29% 0.35 7.29% 19.84% -5.62% -23.41% 07/13/21 06/17/22
YDEC December EFA MSCI EAFE Index - Price Return 12.89% 4.66% 5.48% 0.48 8.57% 13.16% -6.29% -6.98% 12/21/20 12/17/21
YJUN June EFA MSCI EAFE Index - Price Return 10.91% -12.47% -21.70% 0.52 12.83% 18.29% -15.49% -25.14% 06/21/21 06/17/22
YMAR March EFA MSCI EAFE Index - Price Return 13.29% -0.74% -3.48% 0.43 9.67% 15.58% -10.36% -18.62% 03/22/21 03/18/22
YSEP September EFA MSCI EAFE Index - Price Return 12.03% -15.72% -24.97% 0.56 14.48% 20.02% -17.23% -26.29% 09/20/21 09/16/22
Definitions
Cap - is a limit on the possible return that an ETF can provide at the end of an outcome period. This is also referred to as the "maximum return potential". This means that if the performance of the reference asset is above the cap at the end of an outcome period, the return an ETF provides will not reflect this full performance. Instead, only the reference asset's performance up to the cap is used to determine an ETF's return. Net means net of fees and expenses.
Net Return - is the return of the fund (including fees and expenses) since the beginning of the outcome period.
Standard Deviation - is a measure of price variability (risk). A higher degree of variability indicates more volatility And therefore greater risk.
Beta - is a historical measure of volatility and measures how an investment moves versus a benchmark index. In other words, it is the return achieved from having overall market exposure.
Max Draw Down - is the measure of decline in an investment from an assets peak value to its lowest point over a period of time.
EFA - The iShares MSCI EAFE ETF is an exchanged-traded fund based on the MSCI EAFE Index, which is composed of large- and mid-capitalization developed market equities, excluding the U.S. and Canada.
GLD - The SPDR® Gold Trust is an exchange-traded investment trust that holds physical gold bars and seeks to provide investment results that correspond to the price performance of gold bullion.
QQQ - Invesco QQQTM is an exchanged-traded fund based on the Nasdaq-100 Index®, which is an unmanaged index that includes 100 of the largest domestic and international nonfinancial companies listed on the Nasdaq Stock Market based on market capitalization.
SPY - SPDR® S&P 500® ETF Trust is an exchange-traded fund based on the S&P 500 Index, which is an unmanaged index of 500 companies used to measure large-cap U.S. stock market performance.
S&P 500® Index - is an unmanaged index of 500 companies used to measure large-cap U.S. stock market performance.
LMBA Gold Price - is the global benchmark price for unallocated gold delivered in London.
Nasdaq 100 Stock Index - includes 100 of the largest domestic and international non-financial companies listed on the Nasdaq Stock Market based on market capitalization. The returns shown are price only.
MSCI EAFE Index - is an equity index which captures large and mid-cap representation across Developed Markets countries around the world, excluding the US and Canada. The returns shown are price only.
The outcome values may only be realized for an investor who holds shares for the outcome period shown.
Performance data quoted represents past performance. Past performance is not a guarantee of future results and current performance may be higher or lower than performance quoted. Investment returns and principal value will fluctuate and shares when sold or redeemed, may be worth more or less than their original cost.
Standardized fund performance can be found on each fund's summary page by clicking on the fund name or ticker shown above.
 
The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. By providing this information, First Trust is not undertaking to give advice in any fiduciary capacity within the meaning of ERISA, the Internal Revenue Code or any other regulatory framework. Financial professionals are responsible for evaluating investment risks independently and for exercising independent judgment in determining whether investments are appropriate for their clients.
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