Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPERX (FIRST TRUST PREFERRED SECURITIES AND INCOME FUND CLASS R3) | -0.17% | 6.95% | 9.20% | 2.40% | 4.40% | 4.59% | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPERX (FIRST TRUST PREFERRED SECURITIES AND INCOME FUND CLASS R3) | 03/08/2011 | 06/05/2026 |
| 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 (%) | -0.40 | 6.95 | 9.20 | 2.40 | 4.40 | 4.59 | NA | … | … | -0.17 | 8.81 | 10.25 | 5.32 | -12.21 | 4.25 | 5.71 | 16.22 | -4.94 | 10.81 | 5.50 | 4.92 | 10.59 | -4.78 | 14.73 | 0.31 |
| Sharpe Ratio | NA | 1.93 | 1.92 | 0.00 | 0.44 | NA | NA | … | … | -0.57 | 1.76 | 2.34 | 0.19 | -2.52 | 1.87 | 0.33 | 6.21 | -2.46 | 4.93 | 1.42 | 2.16 | 4.52 | -0.89 | 4.20 | 0.03 |
| Standard Deviation(%) | NA | 2.95 | 3.49 | 5.13 | 6.54 | NA | NA | … | … | 3.42 | 3.38 | 2.83 | 8.62 | 5.43 | 2.26 | 16.45 | 2.37 | 2.58 | 2.07 | 3.74 | 2.26 | 2.34 | 5.39 | 3.53 | 12.03 |
| Draw Down(%) | NA | 3.28 | 4.16 | 20.40 | 27.69 | NA | NA | … | … | 3.28 | 4.16 | 1.93 | 15.17 | 16.06 | 1.89 | 27.69 | 0.89 | 5.65 | 0.85 | 4.75 | 1.70 | 1.18 | 11.74 | 2.95 | 11.51 |
| Yield(%) | 0.00 | 4.76 | 5.51 | 4.25 | 4.79 | 4.76 | 3.65 | … | … | 1.66 | 5.16 | 5.44 | 5.17 | 4.05 | 4.26 | 4.48 | 5.44 | 4.92 | 5.17 | 5.19 | 5.07 | 5.31 | 4.72 | 4.39 | 0.01 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| FPERX (FIRST TRUST PREFERRED SECURITIES AND INCOME FUND CLASS R3) |
-2.14%
Oct 2020 – Oct 2023 |
0.63%
Mar 2018 – Mar 2023 |
2.46%
Apr 2013 – Apr 2023 |
4.61%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPERX (FIRST TRUST PREFERRED SECURITIES AND INCOME FUND CLASS R3) |
9.86%
Apr 2023 – Apr 2026 |
6.88%
Feb 2016 – Feb 2021 |
6.26%
Sep 2011 – Sep 2021 |
4.67%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart