Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FEI (First Trust MLP & Income Closed Fund) | NA | -100.00% | -100.00% | -100.00% | -100.00% | NA | NA | … | … |
Data as of 05/14/2024, Common starting date is 11/29/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FEI (First Trust MLP & Income Closed Fund) | 11/29/2012 | 05/14/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | NA | -100.00 | -100.00 | -100.00 | -100.00 | NA | NA | … | … | -100.00 | 18.34 | 16.22 | 35.84 | -44.83 | 35.43 | -30.56 | 6.09 | 34.65 | -33.84 | 14.96 | 2.74 | 3.35 |
| Sharpe Ratio | NA | 2.15 | 0.69 | 0.10 | 0.02 | NA | NA | … | … | 3.66 | 0.74 | 0.55 | 1.66 | -0.56 | 1.99 | -1.61 | 0.32 | 0.88 | -1.04 | 0.77 | 0.15 | 6.13 |
| Standard Deviation(%) | NA | 17.62 | 22.63 | 41.02 | 34.77 | NA | NA | … | … | 15.31 | 19.22 | 27.29 | 21.57 | 80.86 | 17.07 | 19.80 | 17.05 | 39.26 | 32.49 | 19.32 | 18.27 | 7.91 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 14.21 | 18.08 | 15.58 | 75.25 | 9.71 | 37.88 | 15.10 | 34.03 | 45.97 | 13.87 | 14.89 | 0.79 |
| Yield(%) | NA | 7.05 | 7.54 | 5.98 | 5.01 | 4.04 | 3.03 | … | … | 2.34 | 7.83 | 8.14 | 10.29 | 6.76 | 12.15 | 8.52 | 8.70 | 10.57 | 6.48 | 6.83 | 5.80 | 0.00 |
Data as of 05/14/2024, Common starting date is 11/29/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEI (First Trust MLP & Income Closed Fund) |
-28.43%
Mar 2017 – Mar 2020 |
-18.85%
Mar 2015 – Mar 2020 |
-1.71%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEI (First Trust MLP & Income Closed Fund) |
31.67%
Mar 2020 – Mar 2023 |
6.90%
Dec 2018 – Dec 2023 |
1.85%
Mar 2014 – Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart