(EIPI) First Trust - Performance 21.3% in 12m
EIPI performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
49.43%
#24 in Peer-Group
Rel. Strength
71.71%
#2153 in Stock-Universe
Total Return 12m
21.33%
#10 in Peer-Group
Total Return 5y
20.94%
#46 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 20.18 USD |
| 52 Week Low | 16.33 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 76.58 |
| Buy/Sell Signal +-5 | 0.17 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: EIPI (21.3%) vs SPY (10.5%)
5y Drawdown (Underwater) Chart
Top Performer in Derivative Income
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| DIVO NYSE ARCA Amplify CWP Enhanced |
0.62% | 12.7% | 89.3% | - | - | - | - | - |
| JEPI NYSE ARCA JPMorgan Equity Premium |
1.12% | 7.9% | 72.6% | - | - | - | - | - |
| FTHI NASDAQ First Trust BuyWrite Income |
1.83% | 8.81% | 69.6% | - | - | - | - | - |
| PUTW NYSE ARCA WisdomTree CBOE SP500 |
0.19% | 4.28% | 69.4% | - | - | - | - | - |
| PBP NYSE ARCA Invesco SP500 BuyWrite |
1.65% | 8.17% | 55.2% | - | - | - | - | - |
| XYLG NYSE ARCA Global X SP500 Covered |
1.68% | 9.66% | 67.2% | - | - | - | - | - |
| XYLD NYSE ARCA Global X SP500 Covered |
1.33% | 8.09% | 55.9% | - | - | - | - | - |
| BUYW BATS Main Buywrite |
0.14% | 7.27% | 28.7% | - | - | - | - | - |
Performance Comparison: EIPI vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for EIPI
| Total Return (including Dividends) | EIPI | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 1.51% | 1.11% | 1.11% |
| 3 Months | -0.03% | 5.58% | 5.58% |
| 12 Months | 21.33% | 10.51% | 10.51% |
| 5 Years | 20.94% | 109.12% | 109.12% |
| Trend Score (consistency of price movement) | EIPI | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 37% | 69.9% | 69.9% |
| 3 Months | -7.9% | 69.3% | 69.3% |
| 12 Months | 87.4% | 43.2% | 43.2% |
| 5 Years | 90.4% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #43 | 0.40% | 0.40% |
| 3 Month | #70 | -5.32% | -5.32% |
| 12 Month | #10 | 9.79% | 9.79% |
| 5 Years | #16 | 3.33% | 3.33% |
FAQs
Does First Trust (EIPI) outperform the market?
Yes,
over the last 12 months EIPI made 21.33%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.51%.
Over the last 3 months EIPI made -0.03%, while SPY made 5.58%.
Performance Comparison EIPI vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
EIPI vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 2.4% | 0.4% | 7.9% | 11% |
| US NASDAQ 100 | QQQ | 2.7% | 0% | 8.7% | 12% |
| German DAX 40 | DAX | 4.6% | 2.3% | -8.4% | -8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.7% | 2.4% | 6.1% | 10% |
| Hongkong Hang Seng | HSI | 1.9% | -3.5% | -11.1% | -6% |
| India NIFTY 50 | INDA | 4.1% | 2.8% | 8.9% | 23% |
| Brasil Bovespa | EWZ | 0.1% | 1.1% | -12.3% | 12% |
EIPI vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.8% | 0% | 5.1% | -1% |
| Consumer Discretionary | XLY | 3% | 3.3% | 17.8% | 4% |
| Consumer Staples | XLP | 2.7% | 1.7% | 6.4% | 14% |
| Energy | XLE | -3.5% | -1.4% | 4.3% | 18% |
| Financial | XLF | 4% | 4.1% | 5.1% | -2% |
| Health Care | XLV | 0.5% | -2.8% | 8.4% | 26% |
| Industrial | XLI | 3.4% | 1.2% | 2.4% | 3% |
| Materials | XLB | 3.1% | 0.1% | 7.1% | 22% |
| Real Estate | XLRE | 1.9% | 0.6% | 6.9% | 8% |
| Technology | XLK | 2.1% | -0.5% | 7.5% | 17% |
| Utilities | XLU | 1% | 1% | -0.4% | 0% |
| Aerospace & Defense | XAR | 3.4% | -4.3% | -9% | -21% |
| Biotech | XBI | 2.8% | -6.3% | 18.7% | 29% |
| Homebuilder | XHB | 4% | 6.5% | 23.3% | 31% |
| Retail | XRT | 6.3% | 1.7% | 15.9% | 21% |
EIPI vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -9.4% | -17.2% | -1.94% | 18% |
| Natural Gas | UNG | 3.2% | 4.1% | -10.4% | 36% |
| Gold | GLD | -1.2% | -4.7% | -22.3% | -26% |
| Silver | SLV | 3.2% | -9.8% | -11.7% | -1% |
| Copper | CPER | 4.9% | -0.2% | -7% | 13% |
EIPI vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0.9% | 0.8% | 9.4% | 25% |
| iShares High Yield Corp. Bond | HYG | 1.9% | 1% | 4.2% | 12% |