Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FAV (First Trust Dividend and Income Fund) | NA | NA | -86.63% | -68.61% | -44.86% | NA | NA | … | … |
Data as of 01/26/2018, Common starting date is 09/21/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FAV (First Trust Dividend and Income Fund) | 09/21/2007 | 01/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | NA | -86.63 | -68.61 | -44.86 | NA | NA | … | … | 13.47 | -1.16 | 13.27 | 25.72 | -1.31 | -16.03 | -9.67 | 43.53 | -30.27 | -13.67 |
| Sharpe Ratio | NA | 1.24 | 0.69 | 0.62 | NA | NA | NA | … | … | 1.17 | -0.08 | 1.09 | 1.98 | -0.09 | -0.63 | -0.29 | 0.99 | -0.52 | -1.36 |
| Standard Deviation(%) | NA | 14.08 | 13.29 | 14.06 | NA | NA | NA | … | … | 14.28 | 14.02 | 12.19 | 12.99 | 15.08 | 25.56 | 33.57 | 43.72 | 60.02 | 32.23 |
| Draw Down(%) | NA | 13.79 | 14.60 | 14.60 | NA | NA | NA | … | … | 12.37 | 14.60 | 10.49 | 6.72 | 14.43 | 28.68 | 33.13 | 41.52 | 57.75 | 22.88 |
| Yield(%) | 0.00 | NA | 4.52 | 6.21 | 5.80 | 3.29 | 2.47 | … | … | 8.08 | 7.46 | 7.59 | 8.06 | 8.42 | 9.08 | 10.92 | 13.65 | 11.18 | 4.15 |
Data as of 01/26/2018, Common starting date is 09/21/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAV (First Trust Dividend and Income Fund) |
-86.26%
Dec 2014 – Dec 2017 |
-68.58%
Dec 2012 – Dec 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAV (First Trust Dividend and Income Fund) |
14.74%
Feb 2009 – Feb 2012 |
12.24%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart