Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPEI (First Trust Institutional Preferred Securities & Income ETF) | 1.77% | 8.75% | 10.63% | 4.28% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 08/24/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPEI (First Trust Institutional Preferred Securities & Income ETF) | 08/24/2017 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.16 | 8.75 | 10.63 | 4.28 | NA | NA | NA | … | … | 1.77 | 10.33 | 10.94 | 6.24 | -8.22 | 4.70 | 7.06 | 15.86 | -4.28 | 2.18 |
| Sharpe Ratio | NA | 1.61 | 1.81 | 0.29 | NA | NA | NA | … | … | 0.20 | 1.78 | 2.17 | 0.27 | -1.49 | 1.55 | 0.31 | 5.22 | -1.15 | 2.44 |
| Standard Deviation(%) | NA | 3.72 | 4.14 | 5.99 | NA | NA | NA | … | … | 4.61 | 4.20 | 3.38 | 9.74 | 6.51 | 3.02 | 22.02 | 2.75 | 4.94 | 2.27 |
| Draw Down(%) | NA | 3.63 | 4.26 | 16.49 | NA | NA | NA | … | … | 3.63 | 4.26 | 1.92 | 13.70 | 12.90 | 1.98 | 27.51 | 0.92 | 6.02 | 1.13 |
| Yield(%) | 0.00 | 6.32 | 6.42 | 5.00 | 4.45 | 2.97 | 2.23 | … | … | 2.35 | 6.30 | 5.83 | 5.74 | 4.53 | 4.47 | 4.98 | 5.54 | 5.28 | 1.50 |
Data as of 06/11/2026, Common starting date is 08/24/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPEI (First Trust Institutional Preferred Securities & Income ETF) |
-0.17%
Oct 2020 – Oct 2023 |
1.91%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPEI (First Trust Institutional Preferred Securities & Income ETF) |
11.16%
May 2023 – May 2026 |
7.56%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart