(EIPI) First Trust - Performance 15.8% in 12m
Compare EIPI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
48.27%
#27 in Group
Rel. Strength
74.29%
#2053 in Universe
Total Return 12m
15.80%
#10 in Group
Total Return 5y
15.80%
#43 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: EIPI (15.8%) vs SPY (11.9%)
5y Drawdown (Underwater) Chart
Top Performers 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 |
|---|---|---|---|---|---|---|---|---|
| SIXH NYSE ARCA ETC 6 Meridian Hedged |
-0.25% | 12.5% | 69.1% | - | - | - | - | - |
| DIVO NYSE ARCA Amplify CWP Enhanced |
-1.94% | 11% | 87.9% | - | - | - | - | - |
| JEPI NYSE ARCA JPMorgan Equity Premium |
-2.01% | 7.1% | 69.3% | - | - | - | - | - |
| FTHI NASDAQ First Trust BuyWrite Income |
-0.63% | 8.13% | 68.3% | - | - | - | - | - |
| PUTW NYSE ARCA WisdomTree CBOE SP500 |
-1.32% | 7.31% | 72.4% | - | - | - | - | - |
| PBP NYSE ARCA Invesco SP500 BuyWrite |
-1.62% | 9.58% | 61.6% | - | - | - | - | - |
| XYLD NYSE ARCA Global X SP500 Covered |
-1.91% | 8.49% | 61.3% | - | - | - | - | - |
| XYLG NYSE ARCA Global X SP500 Covered |
-1.15% | 10.3% | 59.3% | - | - | - | - | - |
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 | -5.29% | -0.87% | -0.87% |
| 3 Months | 0.01% | -7.58% | -7.58% |
| 12 Months | 15.80% | 11.88% | 11.88% |
| 5 Years | 15.80% | 110.33% | 110.33% |
| Trend Score (consistency of price movement) | EIPI | SPY | S&P 500 |
| 1 Month | 18.8% | 23% | 23% |
| 3 Months | -22.1% | -88.5% | -88.5% |
| 12 Months | 91.6% | 55.1% | 55.1% |
| 5 Years | 91.6% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #89 | -4.46% | -4.46% |
| 3 Month | #14 | 8.21% | 8.21% |
| 12 Month | #7 | 6.52% | 6.52% |
| 5 Years | #10 | 6.52% | 6.52% |
FAQs
Does EIPI First Trust outperforms the market?
Yes,
over the last 12 months EIPI made 15.80%, while its related Sector, the SPDR SP500 Trust (SPY) made 11.88%.
Over the last 3 months EIPI made 0.01%, while SPY made -7.58%.
Over the last 3 months EIPI made 0.01%, while SPY made -7.58%.
Performance Comparison EIPI vs Indeces and Sectors
EIPI vs. Indices EIPI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -3.94% | -4.42% | 7.41% | 3.92% |
| US NASDAQ 100 | QQQ | -4.97% | -6.69% | 6.98% | 3.13% |
| US Dow Jones Industrial 30 | DIA | -3.0% | -2.11% | 7.50% | 6.60% |
| German DAX 40 | DAX | -2.71% | -6.61% | -12.1% | -8.88% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.02% | -2.47% | 10.4% | 9.84% |
| Hongkong Hang Seng | HSI | -2.95% | -5.35% | 5.49% | 1.91% |
| India NIFTY 50 | INDA | -1.10% | -9.35% | 7.12% | 12.7% |
| Brasil Bovespa | EWZ | -3.14% | -9.89% | 3.71% | 21.6% |
EIPI vs. Sectors EIPI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -4.19% | -4.24% | 1.28% | -8.16% |
| Consumer Discretionary | XLY | -4.02% | -5.19% | 4.90% | 2.48% |
| Consumer Staples | XLP | -0.44% | -5.49% | 2.10% | 4.60% |
| Energy | XLE | 0.54% | 8.57% | 13.2% | 26.9% |
| Financial | XLF | -2.55% | -3.18% | -0.19% | -6.89% |
| Health Care | XLV | -3.86% | -1.50% | 9.10% | 14.1% |
| Industrial | XLI | -4.36% | -5.40% | 6.70% | 6.21% |
| Materials | XLB | -3.33% | -2.86% | 14.8% | 19.3% |
| Real Estate | XLRE | -2.42% | -3.98% | 8.30% | -2.29% |
| Technology | XLK | -6.39% | -6.98% | 10.8% | 8.07% |
| Utilities | XLU | -1.10% | -5.35% | 5.29% | -6.03% |
| Aerospace & Defense | XAR | -4.89% | -11.7% | -6.12% | -10.8% |
| Biotech | XBI | -5.24% | -7.57% | 20.1% | 17.6% |
| Homebuilder | XHB | -3.25% | -3.02% | 22.2% | 22.8% |
| Retail | XRT | -2.37% | -4.73% | 13.0% | 18.5% |