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FFA: First Trust Enhanced Equity Income (CEF)
Basic Info 20.95 0.24(1.13%) September 16
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 08/27/2004 |
| Last Dividend Date: | 06/22/2021 |
| 12-Mo. Yield | 5.67% |
| Expenses | - |
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Performance Analytics (As of 09/16/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -2.0 | 22.9 | 45.6 | 17.2 | 17.6 | 14.7 | 9.5 | 8.4 | 10.9 | 33.5 | -20.2 | 19.8 | 2.3 | -7.9 | 7.7 | 12.5 | 9.3 | -14.3 | 8.0 | 32.4 | -45.2 | -12.3 | 7.5 | -14.4 | 0.0 |
| SR | NA | 2.52 | 3.22 | 0.63 | 0.77 | 0.76 | NA | 0.36 | 0.26 | 0.67 | -2.29 | 0.06 | -2.24 | -1.72 | -0.92 | -0.54 | -0.73 | -1.42 | -0.5 | 0.45 | -1.44 | -1.96 | -1.2 | -3.23 | -2.53 |
| DD(%) | NA | 4.7 | 8.3 | 44.4 | 44.4 | 44.4 | NA | 57.6 | 44.4 | 6.2 | 27.4 | 4.2 | 13.0 | 19.8 | 11.9 | 9.2 | 11.4 | 23.2 | 18.7 | 30.6 | 56.3 | 24.4 | 11.0 | 18.6 | 4.7 |
| SD(%) | NA | 15.0 | 15.8 | 27.0 | 22.2 | 18.5 | NA | 21.3 | 40.7 | 15.3 | 18.2 | 10.1 | 14.1 | 15.4 | 11.8 | 11.1 | 12.8 | 23.2 | 21.1 | 30.8 | 44.8 | 17.6 | 12.4 | 11.0 | 11.6 |
| TR | NA | 0.5 | 0.64 | 0.19 | 0.2 | 0.17 | NA | 0.09 | 0.12 | 0.13 | -0.5 | 0.01 | -0.37 | -0.32 | -0.13 | -0.08 | -0.12 | -0.38 | -0.13 | 0.14 | -0.69 | -0.47 | -0.38 | -0.75 | -11.97 |
| Alpha(%) | NA | 0.05 | 0.07 | 0.01 | 0.01 | 0.0 | NA | 0.0 | -0.02 | 0.01 | -0.09 | -0.06 | -0.18 | -0.34 | -0.02 | -0.3 | -0.03 | -0.07 | -0.15 | 0.02 | -0.06 | -0.09 | -0.04 | -0.46 | -0.1 |
| Beta(%) | NA | 0.76 | 0.8 | 0.88 | 0.86 | 0.85 | NA | 0.87 | 0.9 | 0.78 | 0.83 | 0.95 | 0.87 | 0.82 | 0.82 | 0.8 | 0.78 | 0.87 | 0.82 | 0.99 | 0.94 | 0.74 | 0.4 | 0.47 | 0.02 |
| RS | NA | 0.42 | 0.5 | 0.58 | 0.57 | 0.61 | NA | 0.63 | 0.6 | 0.41 | 0.6 | 0.39 | 0.66 | 0.68 | 0.63 | 0.64 | 0.62 | 0.79 | 0.5 | 0.77 | 0.7 | 0.44 | 0.11 | 0.2 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/27/2004
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
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