Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPEAX (FIRST TRUST PREFERRED SECURITIES AND INCOME FUND CLASS A) | 0.11% | 7.75% | 9.53% | 2.73% | 4.70% | 4.89% | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/25/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPEAX (FIRST TRUST PREFERRED SECURITIES AND INCOME FUND CLASS A) | 02/25/2011 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 7.75 | 9.53 | 2.73 | 4.70 | 4.89 | NA | … | … | 0.11 | 9.03 | 10.54 | 5.63 | -11.90 | 4.56 | 5.97 | 16.53 | -4.69 | 11.16 | 5.89 | 5.17 | 10.84 | -4.56 | 15.02 | -0.34 |
| Sharpe Ratio | NA | 2.00 | 1.97 | 0.05 | 0.48 | NA | NA | … | … | -0.50 | 1.80 | 2.40 | 0.23 | -2.46 | 1.99 | 0.35 | 6.11 | -2.30 | 5.09 | 1.52 | 2.26 | 4.60 | -0.85 | 4.30 | -0.03 |
| Standard Deviation(%) | NA | 2.98 | 3.54 | 5.15 | 6.56 | NA | NA | … | … | 3.44 | 3.42 | 2.88 | 8.64 | 5.43 | 2.28 | 16.48 | 2.47 | 2.65 | 2.07 | 3.74 | 2.28 | 2.36 | 5.40 | 3.51 | 13.31 |
| Draw Down(%) | NA | 3.30 | 4.17 | 20.04 | 27.70 | NA | NA | … | … | 3.30 | 4.17 | 1.92 | 15.14 | 15.80 | 1.89 | 27.70 | 0.89 | 5.42 | 0.85 | 4.64 | 1.70 | 1.18 | 11.68 | 2.94 | 13.37 |
| Yield(%) | 0.00 | 4.98 | 5.75 | 4.45 | 5.02 | 5.02 | 3.82 | … | … | 1.73 | 5.37 | 5.67 | 5.40 | 4.27 | 4.46 | 4.71 | 5.71 | 5.16 | 5.41 | 5.47 | 5.31 | 5.54 | 5.00 | 4.62 | 0.50 |
Data as of 06/03/2026, Common starting date is 02/25/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPEAX (FIRST TRUST PREFERRED SECURITIES AND INCOME FUND CLASS A) |
-1.83%
Oct 2020 – Oct 2023 |
0.91%
Mar 2018 – Mar 2023 |
2.75%
Apr 2013 – Apr 2023 |
4.84%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPEAX (FIRST TRUST PREFERRED SECURITIES AND INCOME FUND CLASS A) |
10.13%
Apr 2023 – Apr 2026 |
7.17%
Feb 2016 – Feb 2021 |
6.54%
Sep 2011 – Sep 2021 |
4.96%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart