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Inception Date
Jun 22, 2021
Leveraged
1x (No leverage)
Index Tracked
First Trust IPOX Europe Equity Opportunities UCITS ETF
Distribution Policy
Accumulating
Asset Class
Equity

Share Price Chart


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Performance

FPXE.L Performance Chart

First Trust IPOX Europe Equity Opportunities UCITS ETF (FPXE.L) is up 7.3% since the beginning of the year. FPXE.L is currently trading at £21 per share. Investors who bought £1,000 worth of FPXE.L shares 5 years ago would now be looking at an investment worth £1,213.


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S&P 500 Index

Returns By Period

First Trust IPOX Europe Equity Opportunities UCITS ETF (FPXE.L) has returned 7.25% so far this year and 7.04% over the past 12 months.


First Trust IPOX Europe Equity Opportunities UCITS ETF

1D
-1.63%
1M
-7.21%
6M
5.78%
YTD
7.25%
1Y
7.04%
3Y*
15.00%
5Y*
3.93%
10Y*

Benchmark (S&P 500 Index)

1D
-0.66%
1M
-0.64%
6M
8.66%
YTD
10.17%
1Y
19.99%
3Y*
17.60%
5Y*
12.23%
10Y*
13.06%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FPXE.L Monthly Returns History

Based on dividend-adjusted daily data since Jun 22, 2021, FPXE.L's average daily return is +0.01%, while the average monthly return is +0.24%. At this rate, an investment would double in approximately 24.1 years.

Historically, 55% of months were positive and 45% were negative. The best month was Feb 2024 with a return of +9.1%, while the worst month was Jan 2022 at -15.3%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 3 months.

On a daily basis, FPXE.L closed higher 52% of trading days. The best single day was Mar 9, 2022 with a return of +6.5%, while the worst single day was Jun 24, 2021 at -12.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.61%5.19%-6.67%7.05%7.65%-0.93%-5.83%7.25%
20259.05%-3.74%-7.98%3.58%8.41%3.54%3.93%-0.43%1.22%-0.78%-2.19%0.67%14.93%
20240.54%9.14%3.36%-3.52%4.62%0.86%-0.53%0.48%-2.30%2.47%4.21%-2.40%17.51%
20233.54%2.11%-0.12%-0.53%0.65%-2.39%1.98%-1.43%0.05%-4.88%4.29%5.50%8.62%
2022-15.25%-4.54%1.99%-7.23%-0.51%-9.41%7.94%-1.58%-7.88%1.45%7.39%-1.01%-27.20%
2021-13.21%5.60%4.56%-5.19%3.31%0.05%-0.70%-6.75%

Benchmark Metrics

First Trust IPOX Europe Equity Opportunities UCITS ETF has an annualized alpha of -3.18%, beta of 0.47, and R2 of 0.15 versus S&P 500 Index. Calculated based on daily prices since June 22, 2021.

  • This ETF participated in 126.75% of S&P 500 Index downside but only 72.19% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.47 may look defensive, but with R2 of 0.15 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.15 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
-3.18%
Beta
0.47
0.15
Upside Capture
72.19%
Downside Capture
126.75%

Return for Risk

Risk / Return Rank

FPXE.L ranks 18 for risk / return — in the bottom 18% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


FPXE.L Risk / Return Rank: 1818
Overall Rank
FPXE.L Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
FPXE.L Sortino Ratio Rank: 1616
Sortino Ratio Rank
FPXE.L Omega Ratio Rank: 1616
Omega Ratio Rank
FPXE.L Calmar Ratio Rank: 2020
Calmar Ratio Rank
FPXE.L Martin Ratio Rank: 2222
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for First Trust IPOX Europe Equity Opportunities UCITS ETF (FPXE.L) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


FPXE.LBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.27

Sortino ratioReturn per unit of downside risk

-1.53

Omega ratioGain probability vs. loss probability

1.08

1.31

-0.22

Calmar ratioReturn relative to maximum drawdown

0.73

2.50

-1.77

Martin ratioReturn relative to average drawdown

2.17

9.11

-6.94

Dividends

Dividend History


First Trust IPOX Europe Equity Opportunities UCITS ETF doesn't pay dividends

Drawdowns

Drawdowns Chart

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the First Trust IPOX Europe Equity Opportunities UCITS 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 IPOX Europe Equity Opportunities UCITS ETF was 38.82%, occurring on Oct 13, 2022. Recovery took 686 trading sessions.

The current First Trust IPOX Europe Equity Opportunities UCITS ETF drawdown is 9.22%.


Drawdown

Fall

Recovery

Underwater

Related event

-38.82%Oct 2022
1y 3mo2y 9mo
4y 25dJun 2021 - Jul 2025
Bear market2022
-9.55%Mar 2026
21d22d
1mo 13dMar 2026 - Apr 2026
-9.22%Jul 2026
26d
27dJun 2026 - now
-6.82%Nov 2025
1mo 22d2mo 6d
3mo 28dSep 2025 - Jan 2026
-5.84%Jun 2026
7d7d
14dJun 2026 - Jun 2026

Drawdown Indicators


FPXE.LBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-38.82%

-37.07%

-1.75%

Max Drawdown (1Y)

Largest decline over 1 year

-9.55%

-8.03%

-1.52%

Max Drawdown (3Y)

Largest decline over 3 years

-21.19%

-22.15%

+0.96%

Max Drawdown (5Y)

Largest decline over 5 years

-37.41%

-22.15%

-15.26%

Max Drawdown (10Y)

Largest decline over 10 years

-26.01%

Current Drawdown

Current decline from peak

-9.22%

-1.42%

-7.80%

Average Drawdown

Average peak-to-trough decline

-17.11%

-5.29%

-11.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.24%

2.20%

+1.04%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with FPXE.L

Add First Trust IPOX Europe Equity Opportunities UCITS ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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