Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPEFX (FIRST TRUST PREFERRED SECURITIES AND INCOME FUND CLASS F) | 0.10% | 7.63% | 9.63% | 2.78% | 4.80% | 5.02% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPEFX (FIRST TRUST PREFERRED SECURITIES AND INCOME FUND CLASS F) | 03/08/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.15 | 7.63 | 9.63 | 2.78 | 4.80 | 5.02 | NA | … | … | 0.10 | 9.12 | 10.70 | 5.69 | -11.89 | 4.61 | 6.17 | 16.64 | -4.69 | 11.39 | 5.96 | 5.33 | 10.88 | -4.46 | 15.13 | 1.01 |
| Sharpe Ratio | NA | 2.00 | 1.99 | 0.06 | 0.49 | NA | NA | … | … | -0.55 | 1.83 | 2.45 | 0.24 | -2.46 | 2.02 | 0.36 | 6.21 | -2.30 | 5.16 | 1.53 | 2.35 | 4.51 | -0.83 | 4.28 | 0.10 |
| Standard Deviation(%) | NA | 3.00 | 3.54 | 5.16 | 6.56 | NA | NA | … | … | 3.45 | 3.42 | 2.89 | 8.67 | 5.44 | 2.27 | 16.47 | 2.44 | 2.65 | 2.09 | 3.75 | 2.26 | 2.41 | 5.43 | 3.56 | 12.09 |
| Draw Down(%) | NA | 3.38 | 4.11 | 20.02 | 27.66 | NA | NA | … | … | 3.38 | 4.11 | 1.95 | 15.14 | 15.81 | 1.89 | 27.66 | 0.93 | 5.43 | 0.84 | 4.64 | 1.69 | 1.17 | 11.69 | 2.92 | 11.51 |
| Yield(%) | 0.00 | 5.01 | 5.78 | 4.48 | 5.07 | 5.10 | 3.91 | … | … | 1.74 | 5.41 | 5.68 | 5.41 | 4.29 | 4.51 | 4.73 | 5.72 | 5.19 | 5.45 | 5.48 | 5.37 | 5.62 | 5.07 | 4.71 | 0.01 |
Data as of 06/04/2026, Common starting date is 03/08/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPEFX (FIRST TRUST PREFERRED SECURITIES AND INCOME FUND CLASS F) |
-1.81%
Oct 2020 – Oct 2023 |
0.99%
Mar 2018 – Mar 2023 |
2.84%
Apr 2013 – Apr 2023 |
5.02%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPEFX (FIRST TRUST PREFERRED SECURITIES AND INCOME FUND CLASS F) |
10.18%
Apr 2023 – Apr 2026 |
7.31%
Feb 2016 – Feb 2021 |
6.72%
Sep 2011 – Sep 2021 |
5.07%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart