Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XFENX (First Trust Energy Income & Growth Fund) | NA | 20.89% | 13.58% | 2.62% | -0.71% | 5.43% | NA | … | … |
Data as of 05/03/2024, Common starting date is 07/27/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XFENX (First Trust Energy Income & Growth Fund) | 07/27/2004 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 20.89 | 13.58 | 2.62 | -0.71 | 5.43 | NA | … | … | 8.35 | 11.92 | 16.59 | 22.18 | -32.00 | 14.26 | -15.50 | 6.48 | 11.38 | -36.00 | 19.73 | 24.48 | -0.83 | 9.47 | 24.53 | 47.68 | -45.40 | 0.76 | 17.29 | 2.34 | 13.71 |
| Sharpe Ratio | NA | 1.50 | 0.70 | 0.03 | -0.07 | NA | NA | … | … | 2.12 | 0.60 | 0.70 | 1.61 | -0.55 | 1.04 | -0.90 | 0.37 | 0.47 | -1.41 | 1.25 | 2.12 | -0.08 | 0.53 | 1.57 | 2.20 | -1.11 | -0.14 | 1.34 | 0.02 | 3.52 |
| Standard Deviation(%) | NA | 11.38 | 16.13 | 29.83 | 25.57 | NA | NA | … | … | 10.79 | 13.00 | 21.72 | 13.74 | 58.94 | 12.31 | 18.71 | 15.77 | 23.53 | 25.57 | 15.72 | 11.55 | 11.53 | 17.81 | 15.57 | 21.67 | 41.47 | 16.52 | 10.53 | 10.48 | 9.37 |
| Draw Down(%) | NA | 6.33 | 16.42 | 64.36 | 72.96 | NA | NA | … | … | 3.79 | 9.16 | 16.42 | 9.82 | 62.66 | 14.34 | 24.67 | 11.99 | 19.21 | 42.35 | 13.56 | 7.38 | 11.68 | 16.54 | 12.72 | 16.94 | 51.91 | 19.79 | 4.57 | 8.64 | 3.58 |
| Yield(%) | 1.86 | 10.83 | 9.32 | 5.84 | 3.98 | 6.98 | 4.56 | … | … | 6.25 | 7.95 | 8.35 | 9.52 | 8.35 | 5.91 | 8.96 | 8.80 | 0.00 | 2.89 | 6.48 | 6.96 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/03/2024, Common starting date is 07/27/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XFENX (First Trust Energy Income & Growth Fund) |
-19.40%
Mar 2017 – Mar 2020 |
-16.81%
Mar 2015 – Mar 2020 |
-3.16%
Mar 2010 – Mar 2020 |
-1.95%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XFENX (First Trust Energy Income & Growth Fund) |
26.27%
Dec 2008 – Dec 2011 |
19.97%
Dec 2008 – Dec 2013 |
8.48%
Aug 2004 – Aug 2014 |
6.15%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart