Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XFEIX (First Trust MLP and Energy Income Fund) | NA | 19.15% | 13.76% | 2.04% | -3.82% | NA | NA | … | … |
Data as of 05/03/2024, Common starting date is 12/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XFEIX (First Trust MLP and Energy Income Fund) | 12/03/2012 | 05/03/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 19.15 | 13.76 | 2.04 | -3.82 | NA | NA | … | … | 7.99 | 10.29 | 20.89 | 26.75 | -37.19 | 11.04 | -22.38 | -7.56 | 10.49 | -36.98 | 16.01 | 12.96 | 0.26 |
| Sharpe Ratio | NA | 1.38 | 0.62 | 0.01 | -0.17 | NA | NA | … | … | 2.11 | 0.46 | 0.75 | 1.61 | -0.55 | 0.79 | -1.28 | -0.77 | 0.34 | -1.39 | 1.18 | 1.35 | 0.57 |
| Standard Deviation(%) | NA | 11.11 | 18.59 | 34.34 | 28.65 | NA | NA | … | … | 10.23 | 13.37 | 25.98 | 16.58 | 68.05 | 12.15 | 18.64 | 10.63 | 30.13 | 26.71 | 13.50 | 9.54 | 6.17 |
| Draw Down(%) | NA | 5.71 | 18.56 | 67.94 | 81.75 | NA | NA | … | … | 3.82 | 10.52 | 18.56 | 12.50 | 66.50 | 12.60 | 30.51 | 15.66 | 25.05 | 44.85 | 11.65 | 6.92 | 1.72 |
| Yield(%) | 0.00 | 6.21 | 7.30 | 4.43 | 1.92 | 1.88 | 1.41 | … | … | 2.12 | 6.73 | 7.41 | 9.00 | 5.88 | 1.49 | 2.96 | 0.48 | 0.00 | 0.49 | 6.49 | 2.80 | 0.00 |
Data as of 05/03/2024, Common starting date is 12/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XFEIX (First Trust MLP and Energy Income Fund) |
-28.09%
Mar 2017 – Mar 2020 |
-22.85%
Mar 2015 – Mar 2020 |
-4.44%
Mar 2013 – Mar 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XFEIX (First Trust MLP and Energy Income Fund) |
27.22%
Mar 2020 – Mar 2023 |
3.34%
Dec 2018 – Dec 2023 |
-3.33%
Mar 2014 – Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart