Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FFA (First Trust Enhanced Equity Income Closed Fund) | 6.61% | 25.12% | 18.55% | 10.51% | 13.63% | 12.07% | 9.70% | … | … |
Data as of 06/04/2026, Common starting date is 08/27/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FFA (First Trust Enhanced Equity Income Closed Fund) | 08/27/2004 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 25.12 | 18.55 | 10.51 | 13.63 | 12.07 | 9.70 | … | … | 6.61 | 14.23 | 21.46 | 24.73 | -20.26 | 28.72 | 10.82 | 43.42 | -13.86 | 28.93 | 10.00 | -1.50 | 14.82 | 20.56 | 17.81 | -7.31 | 16.59 | 46.67 | -37.06 | -3.61 | 17.47 | -10.88 | 2.59 |
| Sharpe Ratio | NA | 2.00 | 1.13 | 0.47 | 0.61 | NA | NA | … | … | 1.09 | 0.63 | 1.52 | 1.54 | -0.87 | 1.88 | 0.26 | 2.90 | -0.88 | 2.91 | 0.72 | -0.10 | 1.30 | 1.90 | 1.45 | -0.32 | 0.79 | 1.54 | -0.85 | -0.39 | 1.24 | -1.22 | 0.61 |
| Standard Deviation(%) | NA | 11.93 | 14.62 | 17.35 | 19.88 | NA | NA | … | … | 14.24 | 18.11 | 11.71 | 13.79 | 25.06 | 15.30 | 40.70 | 14.47 | 17.41 | 9.77 | 13.62 | 15.13 | 11.41 | 10.80 | 12.39 | 23.03 | 20.94 | 30.26 | 44.70 | 17.52 | 11.41 | 10.77 | 10.33 |
| Draw Down(%) | NA | 10.15 | 19.94 | 29.96 | 44.35 | NA | NA | … | … | 10.15 | 19.94 | 8.32 | 11.52 | 29.16 | 9.81 | 44.35 | 6.19 | 24.26 | 4.16 | 12.95 | 17.07 | 10.52 | 7.66 | 11.37 | 20.63 | 16.76 | 30.61 | 52.10 | 22.82 | 10.86 | 15.33 | 4.69 |
| Yield(%) | 0.00 | 7.65 | 8.13 | 6.73 | 9.23 | 9.12 | 6.65 | … | … | 1.77 | 7.19 | 7.50 | 8.02 | 5.81 | 7.50 | 6.73 | 8.68 | 6.84 | 8.16 | 7.44 | 6.57 | 6.96 | 7.43 | 8.23 | 6.96 | 7.45 | 10.31 | 9.99 | 9.04 | 9.26 | 4.04 | 2.51 |
Data as of 06/04/2026, Common starting date is 08/27/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFA (First Trust Enhanced Equity Income Closed Fund) |
-16.84%
Feb 2006 – Feb 2009 |
-3.91%
Sep 2004 – Sep 2009 |
4.33%
Sep 2005 – Sep 2015 |
5.26%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFA (First Trust Enhanced Equity Income Closed Fund) |
26.95%
Dec 2018 – Dec 2021 |
20.71%
Feb 2009 – Feb 2014 |
15.22%
Feb 2009 – Feb 2019 |
14.29%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart