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DASHBOARDS: Portfolio Hub Market Pulse Performance Compare Studio

FTGC

First Trust Global Tactical Commodity Strategy Fund
TREND FOLLOWING PERFORMANCE HISTORY
2026-09-09
Executive Summary
The quantitative backtest for FTGC (First Trust Global Tactical Commodity Strategy Fund) using the Moving Average (50/200)* strategy in a Investing context demonstrated its primary role in risk mitigation, experiencing a maximum drawdown of -18.4% (compared to the benchmark's drawdown of -35.9%). Over the evaluated period, this protective approach generated a Compound Annual Growth Rate (CAGR) of 9.8%, compared to a Buy-and-Hold benchmark return of 8.2%. The strategy executed 7 total trades.

* Moving Average (50/200): Classic Moving Average Crossover (e.g., 50-day crossing 200-day). The foundational basis of research-grade trend following.

🛡️ FTGC Drawdown Shield & Downside Protection

Why Drawdown Dictates Longevity →
Peak Drawdown Defense
-18.4% (vs -35.9% B&H)
+17.5% shallower drawdown
Downside Efficiency
0.76 Sortino
+0.08 vs 0.68 B&H
Capital Sheltered from Risk
38.0% of Time
Earning Treasury yield during downturns
* Drawdown Shield demonstrates how systematic trend-following bounded historical drawdowns and protected principal capital compared to passive Buy & Hold.

📊 FTGC Quality Metrics & KPI Summary

Metric 1Y5Y10YFull
StrategyB&HStrategyB&HStrategyB&HStrategyB&H
Max Drawdown-12.34%-12.34%-18.45%-22.64%-18.45%-35.91%-18.45%-35.91%
Sharpe Ratio2.352.350.950.900.860.590.780.54
Sortino Ratio3.393.391.021.140.850.740.760.68
CAGR45.97%45.97%14.09%15.13%11.11%9.03%9.80%8.17%
% Time Invested100.0%100.0%76.1%100.0%64.6%100.0%62.0%100.0%
Trades / Year0.00.00.60.00.60.00.60.0

Cumulative Growth Performance

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Hydrating Performance Trajectory... Loading historical performance data
Figure 1: Cumulative Trajectory Analysis. Logarithmic growth comparison of FTGC under the Moving Average (50/200) strategy (Investing) versus Buy & Hold. The strategy produced a 9.8% CAGR with a -18.4% Max Drawdown across 7 trade signals (compared to Buy & Hold's 8.2% CAGR and -35.9% Max Drawdown).

Return Distribution Analysis

Histogram of monthly return distribution for FTGC under Moving Average (50/200) strategy in Investing context, illustrating downside risk mitigation and return skewness.
Figure 2: Monthly Return Distribution Profile. Monthly return distribution for FTGC under Moving Average (50/200) (Investing). Visualizes return frequency, volatility clustering, and tail-risk truncation relative to standard buy-and-hold returns.
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Top 5 non-correlated asset sleeves evaluated on 1Y daily percentage returns (Pearson r). Compare them side-by-side in Compare Studio to analyze portfolio diversification.

Diversifier Asset Category 1Y Correlation (r) Action
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Trade History

This log shows every signal-driven transition. Completed trades reflect standard market cycles. An Open or Mark-to-Market exit denotes an active position (either in the primary asset or a cash/yield sleeve) valued at the current price for reporting purposes. Interest entries record yield accrued from cash or cash alternatives (like BIL) during out-of-market defensive periods.

Entry DateExit DateTypeAllocationEntry PriceExit PriceNet Return %Exit Reason
🔒 Active Positions & Recent Execution Signals Hidden
Trading on delayed data carries high execution risk. Current allocations, pending next-day rebalances, and active execution signals (last 60 days) require a Premium subscription.
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2024-09-10 2024-10-28 Interest (CASH) 100% $1.00 $1.01 0.63% Interest Income
2024-01-29 2024-09-10 Completed 100% $18.56 $18.38 -1.04% Signal
2024-01-03 2024-01-29 Interest (CASH) 100% $1.00 $1.00 0.36% Interest Income
2023-08-14 2024-01-03 Completed 100% $19.02 $18.02 -5.34% Signal
2022-09-08 2023-08-14 Interest (CASH) 100% $1.00 $1.04 4.36% Interest Income
2022-07-26 2022-09-08 Completed 100% $18.72 $18.42 -1.67% Signal
2022-07-01 2022-07-26 Interest (CASH) 100% $1.00 $1.00 0.14% Interest Income
2020-06-23 2022-07-01 Completed 100% $10.29 $18.91 83.64% Stop
2020-03-04 2020-06-23 Interest (CASH) 100% $1.00 $1.00 0.05% Interest Income
2019-12-13 2020-03-04 Completed 100% $12.06 $11.26 -6.72% Signal
2018-08-02 2019-12-13 Interest (CASH) 100% $1.00 $1.03 2.97% Interest Income
2017-07-05 2018-08-02 Completed 100% $12.51 $12.79 2.22% Signal
2016-11-01 2017-07-05 Interest (CASH) 100% $1.00 $1.00 0.46% Interest Income
2016-06-15 2016-11-01 Completed 100% $13.80 $13.21 -4.35% Signal
2015-11-18 2016-06-15 Interest (CASH) 100% $1.00 $1.00 0.15% Interest Income

Next Steps: Portfolio Integration & Comparative Analysis

Single-ticker trend following is designed to truncate tail risk inside a broader portfolio. View where FTGC ranks across 40+ tracked assets, evaluate correlation against non-correlated diversifiers, or model it inside a custom all-weather asset mix.

📊 View Full 40-Asset Backtest Matrix → 🛠️ Build Custom Portfolio with FTGC → ⚖️ Compare FTGC vs Non-Correlated Assets →