Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XFPFX (First Trust Intermediate Duration Preferred & Income Fd) | -0.51% | 9.68% | 12.19% | 2.59% | 4.78% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/30/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XFPFX (First Trust Intermediate Duration Preferred & Income Fd) | 05/30/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.88 | 9.68 | 12.19 | 2.59 | 4.78 | NA | NA | … | … | -0.51 | 11.82 | 13.18 | 6.19 | -17.60 | 7.48 | 6.88 | 21.17 | -6.41 | 10.81 | -1.41 | -1.00 | 11.96 | 0.90 |
| Sharpe Ratio | NA | 2.20 | 2.11 | 0.05 | 0.35 | NA | NA | … | … | -0.28 | 1.90 | 2.36 | 0.21 | -2.53 | 2.96 | 0.29 | 6.63 | -2.58 | 4.13 | -0.31 | -0.32 | 5.69 | 0.36 |
| Standard Deviation(%) | NA | 3.87 | 4.74 | 7.17 | 9.00 | NA | NA | … | … | 4.75 | 4.71 | 4.05 | 12.16 | 7.53 | 2.52 | 22.59 | 2.97 | 3.04 | 2.47 | 5.25 | 3.18 | 2.10 | 4.22 |
| Draw Down(%) | NA | 4.99 | 6.05 | 28.99 | 37.54 | NA | NA | … | … | 4.99 | 6.05 | 3.24 | 21.30 | 22.30 | 2.53 | 37.54 | 1.16 | 7.86 | 1.33 | 8.22 | 5.35 | 1.40 | 5.29 |
| Yield(%) | 0.00 | 8.07 | 9.02 | 6.14 | 6.05 | 4.75 | 3.56 | … | … | 2.79 | 8.58 | 8.95 | 7.18 | 5.94 | 6.30 | 6.93 | 7.11 | 7.02 | 3.29 | 0.00 | 0.68 | 8.74 | 3.52 |
Data as of 06/03/2026, Common starting date is 05/30/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XFPFX (First Trust Intermediate Duration Preferred & Income Fd) |
-3.15%
Oct 2020 – Oct 2023 |
-1.77%
Mar 2015 – Mar 2020 |
2.13%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XFPFX (First Trust Intermediate Duration Preferred & Income Fd) |
13.13%
Apr 2023 – Apr 2026 |
8.47%
Mar 2020 – Mar 2025 |
5.41%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart