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First Trust Preferred Securities and Income Fund (FPEIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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19.45+0.01 (+0.05%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.63%
5-Year Average Return3.16%
Number of Years Up9
Number of Years Down3
Best 1 Yr Total Return (Jun 20, 2024)16.90%
Worst 1 Yr Total Return (Jun 20, 2024)N/A
Best 3-Yr Total Return16.90%
Worst 3-Yr Total Return-0.66%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFPEIXCategory
YTD5.03%5.09%
1-Month2.00%1.29%
3-Month2.61%3.60%
1-Year15.36%19.60%
3-Year0.13%7.20%
5-Year3.43%5.90%
10-Year4.57%6.54%
Last Bull Market13.39%11.27%
Last Bear Market-8.10%-4.58%

Annual Total Return (%) History

Year
FPEIXCategory
2024
N/AN/A
2023
5.80%N/A
2022
-11.62%N/A
2021
4.83%N/A
2020
5.98%4.83%
2019
16.90%17.63%
2018
-4.34%-5.49%
2017
11.54%9.78%
2016
6.11%5.66%
2015
5.46%3.18%
2014
11.14%11.44%
2013
-4.23%1.11%
2012
16.83%18.05%
2011
N/A2.26%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.02%N/AN/AN/A
2023-4.72%2.10%1.68%6.95%
2022-4.85%-8.10%-1.38%2.48%
20210.58%3.27%1.05%-0.13%
2020-16.62%13.16%5.16%6.82%
20196.34%3.46%3.06%3.10%
2018-1.26%-1.15%1.79%-3.72%
20174.02%3.74%1.85%1.48%
2016-0.04%3.04%3.88%-0.83%
20153.00%0.05%0.15%2.18%
20145.40%3.56%0.57%1.24%
20132.91%-2.77%-5.18%0.95%
20126.88%3.85%3.88%1.32%
20112.28%-1.80%2.96%N/A

Rank In Category (By Total Return)

YTD30
1-Month60
3-Month18
1-Year22
3-Year48
5-Year39

Load Adjusted Returns

1-Year15.36%
3-Year0.13%
5-Year3.43%
10-Year4.57%