Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XFFAX (First Tr Enhanced eq Incm Fd) | 9.43% | 30.68% | 19.99% | 12.06% | 10.62% | 8.71% | 4.75% | … | … |
Data as of 06/03/2026, Common starting date is 01/26/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XFFAX (First Tr Enhanced eq Incm Fd) | 01/26/2005 | 06/03/2026 |
| 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.75 | 30.68 | 19.99 | 12.06 | 10.62 | 8.71 | 4.75 | … | … | 9.43 | 19.92 | 20.57 | 20.46 | -16.09 | 24.42 | 16.60 | 23.25 | -14.79 | 10.61 | 1.60 | -6.02 | 10.91 | 22.16 | 7.87 | -5.23 | 7.14 | 10.49 | -39.34 | -1.45 | -1.79 | -2.91 |
| Sharpe Ratio | NA | 2.73 | 1.33 | 0.63 | 0.51 | NA | NA | … | … | 1.88 | 1.02 | 1.53 | 1.48 | -0.78 | 1.95 | 0.46 | 1.68 | -0.96 | 1.53 | 0.11 | -0.41 | 1.03 | 2.22 | 0.66 | -0.24 | 0.42 | 0.48 | -1.12 | -0.32 | -0.49 | -0.55 |
| Standard Deviation(%) | NA | 11.03 | 13.12 | 15.32 | 17.54 | NA | NA | … | … | 12.50 | 16.73 | 11.07 | 11.45 | 22.45 | 12.53 | 35.34 | 12.96 | 16.90 | 6.55 | 12.96 | 14.90 | 10.59 | 9.97 | 11.89 | 21.85 | 16.81 | 21.79 | 35.95 | 14.64 | 10.72 | 9.82 |
| Draw Down(%) | NA | 8.47 | 17.36 | 24.34 | 36.24 | NA | NA | … | … | 8.47 | 17.36 | 7.91 | 8.05 | 24.34 | 4.56 | 36.24 | 6.29 | 22.98 | 3.35 | 11.01 | 15.30 | 7.78 | 5.70 | 10.05 | 21.88 | 14.94 | 19.96 | 48.42 | 9.55 | 10.44 | 8.92 |
| Yield(%) | 0.00 | 7.25 | 7.70 | 6.61 | 5.92 | 5.40 | 2.93 | … | … | 1.63 | 6.99 | 7.30 | 7.58 | 5.86 | 7.00 | 6.68 | 1.35 | 1.18 | 2.12 | 0.00 | 0.00 | 6.09 | 6.62 | 1.78 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 01/26/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XFFAX (First Tr Enhanced eq Incm Fd) |
-20.77%
Feb 2006 – Feb 2009 |
-9.64%
Jun 2005 – Jun 2010 |
-1.85%
Feb 2006 – Feb 2016 |
-1.23%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XFFAX (First Tr Enhanced eq Incm Fd) |
22.39%
Sep 2022 – Sep 2025 |
17.12%
Mar 2020 – Mar 2025 |
10.67%
May 2016 – May 2026 |
8.49%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart