Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPF (First Trust Intermediate Duration Preferred and Income Closed Fund) | 0.12% | 8.32% | 15.35% | 1.56% | 5.63% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/24/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPF (First Trust Intermediate Duration Preferred and Income Closed Fund) | 05/24/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.08 | 8.32 | 15.35 | 1.56 | 5.63 | NA | NA | … | … | 0.12 | 13.15 | 20.94 | 5.35 | -25.81 | 8.59 | 9.68 | 28.24 | -11.98 | 15.99 | 17.19 | 1.58 | 17.12 | -10.94 |
| Sharpe Ratio | NA | 0.79 | 1.12 | -0.04 | 0.16 | NA | NA | … | … | 0.04 | 0.91 | 1.56 | 0.09 | -1.38 | 0.91 | 0.13 | 2.71 | -1.18 | 1.66 | 1.37 | 0.16 | 1.69 | -1.02 |
| Standard Deviation(%) | NA | 8.66 | 11.69 | 14.61 | 25.49 | NA | NA | … | … | 11.12 | 11.36 | 11.09 | 18.07 | 19.85 | 9.46 | 70.40 | 9.89 | 11.35 | 9.30 | 12.43 | 9.98 | 10.13 | 17.13 |
| Draw Down(%) | NA | 10.13 | 11.80 | 37.35 | 53.79 | NA | NA | … | … | 10.13 | 11.72 | 6.90 | 24.22 | 33.15 | 5.82 | 53.79 | 4.49 | 19.32 | 5.98 | 10.04 | 6.35 | 5.86 | 18.08 |
| Yield(%) | 0.75 | 9.13 | 10.46 | 6.12 | 7.09 | 5.90 | 4.43 | … | … | 3.70 | 9.16 | 10.09 | 7.99 | 5.89 | 6.45 | 6.66 | 8.23 | 7.25 | 8.13 | 10.10 | 8.03 | 9.53 | 3.96 |
Data as of 06/05/2026, Common starting date is 05/24/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPF (First Trust Intermediate Duration Preferred and Income Closed Fund) |
-6.41%
Oct 2020 – Oct 2023 |
-1.00%
Oct 2017 – Oct 2022 |
3.16%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPF (First Trust Intermediate Duration Preferred and Income Closed Fund) |
16.12%
May 2023 – May 2026 |
10.97%
Dec 2015 – Dec 2020 |
7.20%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart