Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XFPLX (First Trust New Opport MLP & Energy Fund) | NA | 21.22% | 14.62% | 1.51% | -4.54% | NA | NA | … | … |
Data as of 05/03/2024, Common starting date is 04/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XFPLX (First Trust New Opport MLP & Energy Fund) | 04/01/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.38 | 21.22 | 14.62 | 1.51 | -4.54 | NA | NA | … | … | 6.77 | 13.12 | 20.17 | 28.25 | -40.83 | 20.20 | -25.00 | -10.40 | 14.60 | -41.41 | 8.99 |
| Sharpe Ratio | NA | 1.22 | 0.63 | 0.00 | -0.18 | NA | NA | … | … | 1.28 | 0.57 | 0.71 | 1.68 | -0.57 | 1.28 | -1.20 | -0.73 | 0.44 | -1.40 | 0.96 |
| Standard Deviation(%) | NA | 14.29 | 19.68 | 36.17 | 30.64 | NA | NA | … | … | 13.63 | 15.64 | 26.63 | 16.84 | 71.34 | 14.70 | 22.03 | 15.18 | 32.46 | 29.57 | 12.57 |
| Draw Down(%) | NA | 7.76 | 19.90 | 71.03 | 83.51 | NA | NA | … | … | 5.30 | 11.33 | 19.90 | 11.59 | 69.59 | 15.33 | 33.39 | 19.31 | 25.98 | 48.72 | 9.53 |
| Yield(%) | 0.00 | 6.02 | 7.14 | 4.17 | 1.97 | 1.36 | 1.02 | … | … | 1.99 | 6.50 | 7.13 | 8.79 | 5.41 | 5.27 | 3.82 | 0.48 | 0.00 | 1.01 | 3.66 |
Data as of 05/03/2024, Common starting date is 04/01/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XFPLX (First Trust New Opport MLP & Energy Fund) |
-30.34%
Mar 2017 – Mar 2020 |
-24.67%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XFPLX (First Trust New Opport MLP & Energy Fund) |
28.76%
Mar 2020 – Mar 2023 |
4.39%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart