Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPECX (FIRST TRUST PREFERRED SECURITIES AND INCOME FUND CLASS C) | -0.14% | 7.00% | 8.73% | 1.99% | 3.96% | 4.20% | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/25/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPECX (FIRST TRUST PREFERRED SECURITIES AND INCOME FUND CLASS C) | 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 | 7.00 | 8.73 | 1.99 | 3.96 | 4.20 | NA | … | … | -0.14 | 8.26 | 9.72 | 4.84 | -12.55 | 3.80 | 5.22 | 15.75 | -5.31 | 10.41 | 5.08 | 4.39 | 10.02 | -5.21 | 14.45 | -0.24 |
| Sharpe Ratio | NA | 1.79 | 1.78 | -0.09 | 0.37 | NA | NA | … | … | -0.71 | 1.61 | 2.20 | 0.14 | -2.59 | 1.78 | 0.30 | 6.20 | -2.69 | 5.11 | 1.32 | 2.03 | 4.45 | -0.98 | 4.17 | -0.03 |
| Standard Deviation(%) | NA | 2.88 | 3.44 | 5.08 | 6.51 | NA | NA | … | … | 3.34 | 3.35 | 2.78 | 8.56 | 5.41 | 2.12 | 16.47 | 2.30 | 2.50 | 1.92 | 3.68 | 2.15 | 2.25 | 5.33 | 3.49 | 11.49 |
| Draw Down(%) | NA | 3.33 | 4.15 | 20.87 | 27.70 | NA | NA | … | … | 3.33 | 4.15 | 1.96 | 15.19 | 16.24 | 1.96 | 27.70 | 0.89 | 5.98 | 0.85 | 4.69 | 1.70 | 1.17 | 11.87 | 2.94 | 11.16 |
| Yield(%) | 0.00 | 4.24 | 4.92 | 3.78 | 4.28 | 4.30 | 3.27 | … | … | 1.47 | 4.59 | 4.84 | 4.64 | 3.55 | 3.69 | 3.96 | 4.89 | 4.41 | 4.63 | 4.69 | 4.56 | 4.77 | 4.27 | 4.04 | 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 |
|---|---|---|---|---|
| FPECX (FIRST TRUST PREFERRED SECURITIES AND INCOME FUND CLASS C) |
-2.54%
Oct 2020 – Oct 2023 |
0.21%
Mar 2018 – Mar 2023 |
2.02%
Apr 2013 – Apr 2023 |
4.16%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPECX (FIRST TRUST PREFERRED SECURITIES AND INCOME FUND CLASS C) |
9.32%
Apr 2023 – Apr 2026 |
6.43%
Feb 2016 – Feb 2021 |
5.83%
Sep 2011 – Sep 2021 |
4.27%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart