Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCEF (First Trust Income Opportunities ETF) | 6.68% | 16.30% | 15.95% | 5.91% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/29/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCEF (First Trust Income Opportunities ETF) | 09/29/2016 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.58 | 16.30 | 15.95 | 5.91 | NA | NA | NA | … | … | 6.68 | 14.39 | 17.51 | 10.30 | -19.51 | 19.52 | 3.91 | 28.28 | -9.65 | 15.67 | 1.17 |
| Sharpe Ratio | NA | 2.04 | 1.36 | 0.30 | NA | NA | NA | … | … | 1.83 | 0.95 | 1.71 | 0.64 | -1.16 | 1.90 | 0.10 | 3.49 | -0.99 | 2.47 | 0.50 |
| Standard Deviation(%) | NA | 7.73 | 10.00 | 12.22 | NA | NA | NA | … | … | 9.37 | 12.20 | 8.14 | 10.39 | 18.07 | 10.26 | 36.79 | 7.68 | 11.23 | 6.11 | 8.85 |
| Draw Down(%) | NA | 7.04 | 12.39 | 25.33 | NA | NA | NA | … | … | 7.04 | 12.39 | 5.41 | 11.28 | 25.09 | 5.85 | 44.80 | 4.07 | 17.78 | 3.57 | 6.94 |
| Yield(%) | 0.00 | 7.41 | 8.19 | 5.88 | 6.31 | 4.21 | 3.16 | … | … | 2.97 | 7.52 | 7.78 | 7.31 | 5.48 | 5.44 | 4.93 | 6.16 | 5.08 | 5.32 | 1.50 |
Data as of 06/04/2026, Common starting date is 09/29/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCEF (First Trust Income Opportunities ETF) |
-2.70%
Mar 2017 – Mar 2020 |
1.94%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCEF (First Trust Income Opportunities ETF) |
16.87%
May 2023 – May 2026 |
12.81%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart