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FFA: First Trust Enhanced Equity Income (CEF)
Basic Info 17.76 0.03(0.17%) December 08
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 08/27/2004 |
| Last Dividend Date: | 09/22/2023 |
| 12-Mo. Yield | 7.29% |
| Expenses | - |
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Performance Analytics (As of 12/08/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.6 | 19.2 | 18.3 | 9.1 | 12.5 | 10.7 | 13.4 | 7.4 | -20.2 | 28.8 | 10.8 | 43.4 | -13.9 | 28.9 | 10.0 | -1.5 | 14.8 | 20.6 | 17.8 | -7.3 | 16.6 | 46.7 | -37.1 | -3.6 | 17.5 | -10.9 | 2.6 |
| SR | NA | 1.18 | 0.99 | 0.39 | 0.45 | 0.5 | NA | 0.3 | -0.86 | 1.88 | 0.26 | 2.9 | -0.87 | 2.91 | 0.72 | -0.1 | 1.3 | 1.9 | 1.45 | -0.32 | 0.79 | 1.54 | -0.85 | -0.38 | 1.25 | -1.21 | 0.62 |
| DD(%) | NA | 11.5 | 11.5 | 29.9 | 44.4 | 44.4 | NA | 57.6 | 29.1 | 9.8 | 44.4 | 6.2 | 24.3 | 4.2 | 13.0 | 17.1 | 10.5 | 7.7 | 11.4 | 20.6 | 16.8 | 30.6 | 52.1 | 22.8 | 10.9 | 15.3 | 4.7 |
| SD(%) | NA | 13.9 | 14.2 | 18.7 | 24.5 | 19.6 | NA | 21.1 | 25.1 | 15.3 | 40.7 | 14.5 | 17.4 | 9.8 | 13.6 | 15.1 | 11.4 | 10.8 | 12.4 | 23.0 | 20.9 | 30.3 | 44.7 | 17.5 | 11.4 | 10.8 | 10.3 |
| TR | NA | 0.19 | 0.16 | 0.09 | 0.13 | 0.11 | NA | 0.07 | -0.25 | 0.41 | 0.12 | 0.56 | -0.19 | 0.3 | 0.11 | -0.02 | 0.18 | 0.26 | 0.23 | -0.08 | 0.2 | 0.47 | -0.4 | -0.09 | 0.38 | -0.26 | 3.98 |
| Alpha | NA | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | NA | 0.0 | -0.02 | 0.03 | -0.02 | 0.06 | -0.04 | 0.03 | 0.0 | -0.01 | 0.01 | -0.01 | 0.02 | -0.03 | 0.02 | 0.06 | 0.0 | -0.03 | 0.04 | -0.06 | 0.02 |
| Beta | NA | 0.86 | 0.86 | 0.84 | 0.87 | 0.86 | NA | 0.87 | 0.88 | 0.7 | 0.9 | 0.75 | 0.8 | 0.95 | 0.87 | 0.83 | 0.82 | 0.79 | 0.77 | 0.87 | 0.81 | 0.99 | 0.95 | 0.78 | 0.37 | 0.49 | 0.02 |
| RS | NA | 0.7 | 0.71 | 0.66 | 0.61 | 0.62 | NA | 0.64 | 0.76 | 0.38 | 0.61 | 0.42 | 0.61 | 0.42 | 0.72 | 0.72 | 0.68 | 0.66 | 0.64 | 0.8 | 0.5 | 0.79 | 0.73 | 0.49 | 0.11 | 0.22 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/27/2004
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