EIPI Performance & Benchmarks - 15.7% in 12m
The Total Return for 3m is 5.9%, for 6m 4.9% and YTD 8.2%. Compare with Peer-Group: Derivative Income
Performance Rating
49.95%
#31 in Peer-Group
Rel. Strength
65.47%
#2655 in Stock-Universe
Total Return 12m
15.66%
#31 in Peer-Group
Total Return 5y
22.12%
#55 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 19.92 USD |
| 52 Week Low | 16.50 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 51.13 |
| Buy/Sell Signal +-5 | 0.27 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: EIPI (15.7%) vs SPY (15.9%)
5y Drawdown (Underwater) Chart
Top Performer in Derivative Income
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| EIPI | 0.41% | 1.54% | 5.91% |
| AMDY | 1.64% | 18.2% | 53.1% |
| NVDY | -0.12% | 10.1% | 42.9% |
| TSMY | -2.75% | 3.20% | 29.8% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| EIPI | 4.92% | 15.7% | 22.1% |
| NVDY | 36.7% | 38.1% | 254% |
| AMDY | 30.4% | 20.9% | 29.6% |
| SNOY | 13.2% | 58.7% | 53.7% |
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 |
-0.37% | 13.7% | 85.1% | - | - | - | - | - |
| SIXH NYSE ARCA ETC 6 Meridian Hedged |
-0.05% | 8.15% | 64.9% | - | - | - | - | - |
| FTHI NASDAQ First Trust BuyWrite Income |
1.06% | 11.1% | 66.4% | - | - | - | - | - |
| XYLG NYSE ARCA Global X SP500 Covered |
0.54% | 12.8% | 72.8% | - | - | - | - | - |
| JEPI NYSE ARCA JPMorgan Equity Premium |
-2.06% | 5.39% | 60.9% | - | - | - | - | - |
| BUYW BATS Main Buywrite |
0.57% | 9.13% | 31.7% | - | - | - | - | - |
| PUTW NYSE ARCA WisdomTree CBOE SP500 |
0.84% | 6.32% | 65.7% | - | - | - | - | - |
| HYGW BATS iShares Trust - iShares |
0.49% | 4.76% | 17.7% | - | - | - | - | - |
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 | 1.54% | 0.66% | 0.66% |
| 3 Months | 5.91% | 11.66% | 11.66% |
| 12 Months | 15.66% | 15.92% | 15.92% |
| 5 Years | 22.12% | 103.09% | 103.09% |
| Trend Stabilty (consistency of price movement) | EIPI | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 81.5% | 66.4% | 66.4% |
| 3 Months | 90.3% | 96.6% | 96.6% |
| 12 Months | 84.6% | 50% | 50% |
| 5 Years | 91.6% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 83 %th | 0.87% | 0.87% |
| 3 Month | 43 %th | -5.15% | -5.15% |
| 12 Month | 76 %th | -0.22% | -0.22% |
| 5 Years | 83 %th | -0.10% | -0.10% |
FAQs
Does First Trust (EIPI) outperform the market?
No,
over the last 12 months EIPI made 15.66%, while its related Sector, the SPDR SP500 Trust (SPY) made 15.92%.
Over the last 3 months EIPI made 5.91%, while SPY made 11.66%.
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 | 2.8% | 0.9% | 0.3% | -0% |
| US NASDAQ 100 | QQQ | 2.6% | 0.3% | -2.3% | -6% |
| German DAX 40 | DAX | 3.7% | 2.6% | -4% | -13% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3% | -1.2% | -4% | -6% |
| Hongkong Hang Seng | HSI | 2.6% | -0.6% | -22.4% | -23% |
| India NIFTY 50 | INDA | 2.4% | 7.1% | 1.3% | 22% |
| Brasil Bovespa | EWZ | 1.5% | 9% | -2% | 12% |
EIPI vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.8% | 3.1% | 0.9% | -9% |
| Consumer Discretionary | XLY | 4.3% | 2.5% | 10.1% | -4% |
| Consumer Staples | XLP | 2.1% | 3.8% | 2.6% | 11% |
| Energy | XLE | 2.1% | 1.4% | 6.3% | 18% |
| Financial | XLF | 4.2% | 3.9% | 3.9% | -5% |
| Health Care | XLV | 4.3% | 5.6% | 15.2% | 27% |
| Industrial | XLI | 3.8% | 0.4% | -5.1% | -5% |
| Materials | XLB | 6.5% | 5.3% | 6.4% | 19% |
| Real Estate | XLRE | 3.9% | 2.5% | 3.5% | 14% |
| Technology | XLK | 2.3% | -0.9% | -8.4% | -7% |
| Utilities | XLU | -1.1% | -3.2% | -6.2% | -4% |
| Aerospace & Defense | XAR | 3.2% | -2.6% | -17.8% | -30% |
| Biotech | XBI | 2.3% | -1.9% | 10.9% | 29% |
| Homebuilder | XHB | 2.9% | 0.4% | 6.2% | 24% |
| Retail | XRT | 5.2% | 3.5% | 5.7% | 13% |
EIPI vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -3.1% | -3.23% | 5.38% | 14% |
| Natural Gas | UNG | 1.9% | 11.4% | 27.7% | 12% |
| Gold | GLD | -0.2% | 1% | -14% | -21% |
| Silver | SLV | 3.5% | -1.1% | -12.2% | -13% |
| Copper | CPER | 23.5% | 14.2% | 3.4% | 8% |
EIPI vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -1.2% | 1.9% | 3.5% | 20% |
| iShares High Yield Corp. Bond | HYG | 1% | 1.8% | 1.6% | 7% |