First Trust Preferred Securities & Income ETF (FPE)

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The chart shows the growth of an initial investment of $10,000 in First Trust Preferred Securities & Income ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

First Trust Preferred Securities & Income ETF had a return of 11.22% year-to-date (YTD) and 16.84% in the last 12 months. Over the past 10 years, First Trust Preferred Securities & Income ETF had an annualized return of 5.03%, while the S&P 500 had an annualized return of 11.13%, indicating that First Trust Preferred Securities & Income ETF did not perform as well as the benchmark.

The table below presents the monthly returns of FPE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

FPE features an expense ratio of 0.85%, falling within the medium range.

The current risk-adjusted rank of FPE is 88, placing it in the top 12% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The charts below present risk-adjusted performance metrics for First Trust Preferred Securities & Income ETF (FPE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

The current First Trust Preferred Securities & Income ETF Sharpe ratio is 3.70. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of First Trust Preferred Securities & Income ETF with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

First Trust Preferred Securities & Income ETF provided a 5.09% dividend yield over the last twelve months, with an annual payout of $0.91 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for First Trust Preferred Securities & Income ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the First Trust Preferred Securities & Income ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the First Trust Preferred Securities & Income ETF was 33.35%, occurring on Mar 18, 2020. Recovery took 164 trading sessions.

The current First Trust Preferred Securities & Income ETF drawdown is 1.20%.

The current First Trust Preferred Securities & Income ETF volatility is 1.31%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.