(FPE) First Trust Preferred - Performance 6.9% in 12m
Compare FPE with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
40.95%
#10 in Group
Rel. Strength
53.57%
#3695 in Universe
Total Return 12m
6.94%
#8 in Group
Total Return 5y
25.79%
#7 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: FPE (6.9%) vs SPY (9.9%)
5y Drawdown (Underwater) Chart
Top Performers in Preferred Stock
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 |
|---|---|---|---|---|---|---|---|---|
| PFFA NYSE ARCA Virtus InfraCap U.S. |
2.86% | 8.32% | 96.2% | - | - | - | - | - |
| VRP NYSE ARCA Invesco Variable Rate |
1.86% | 6.83% | 34.6% | - | - | - | - | - |
| FPEI NYSE ARCA First Trust Institutional |
2.55% | 7.99% | 33.9% | - | - | - | - | - |
| PFFV NYSE ARCA Global X Variable Rate |
1.12% | 5.57% | 26% | - | - | - | - | - |
| PREF NYSE ARCA Principal Spectrum |
1.99% | 7.38% | 22.5% | - | - | - | - | - |
| FPE NYSE ARCA First Trust Preferred |
1.04% | 6.94% | 25.8% | - | - | - | - | - |
| JHPI NYSE ARCA John Hancock Preferred |
1.44% | 6.11% | 7.94% | - | - | - | - | - |
| PFXF NYSE ARCA VanEck Preferred Securities |
4.47% | 3.81% | 27.2% | - | - | - | - | - |
Performance Comparison: FPE vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for FPE
| Total Return (including Dividends) | FPE | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 1.04% | 2.87% | 2.87% |
| 3 Months | -1.14% | -6.42% | -6.42% |
| 12 Months | 6.94% | 9.87% | 9.87% |
| 5 Years | 25.79% | 107.51% | 107.51% |
| Trend Score (consistency of price movement) | FPE | SPY | S&P 500 |
| 1 Month | 81.3% | 89.4% | 89.4% |
| 3 Months | -76.6% | -72% | -72% |
| 12 Months | 64.2% | 49.3% | 49.3% |
| 5 Years | 34.3% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #15 | -1.77% | -1.77% |
| 3 Month | #10 | 5.64% | 5.64% |
| 12 Month | #9 | -2.67% | -2.67% |
| 5 Years | #13 | -39.4% | -39.4% |
FAQs
Does FPE First Trust Preferred outperforms the market?
No,
over the last 12 months FPE made 6.94%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.87%.
Over the last 3 months FPE made -1.14%, while SPY made -6.42%.
Over the last 3 months FPE made -1.14%, while SPY made -6.42%.
Performance Comparison FPE vs Indeces and Sectors
FPE vs. Indices FPE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.78% | -1.83% | 4.34% | -2.93% |
| US NASDAQ 100 | QQQ | 0.53% | -3.67% | 3.93% | -4.38% |
| US Dow Jones Industrial 30 | DIA | 0.50% | -0.57% | 5.37% | 0.57% |
| German DAX 40 | DAX | -1.34% | -18.2% | -21.2% | -18.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.12% | -5.23% | 5.11% | 1.31% |
| Hongkong Hang Seng | HSI | -2.74% | -15.2% | -5.15% | -5.15% |
| India NIFTY 50 | INDA | 3.17% | -1.24% | 2.44% | 4.61% |
| Brasil Bovespa | EWZ | -1.27% | -10.5% | -4.87% | 13.4% |
FPE vs. Sectors FPE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.60% | -2.63% | -1.84% | -13.4% |
| Consumer Discretionary | XLY | -0.14% | -2.47% | 6.53% | -7.11% |
| Consumer Staples | XLP | 1.15% | -0.98% | -2.57% | -0.62% |
| Energy | XLE | -0.20% | 0.96% | 10.3% | 16.7% |
| Financial | XLF | 0.15% | -4.53% | -1.54% | -14.6% |
| Health Care | XLV | 4.57% | 5.42% | 9.57% | 12.9% |
| Industrial | XLI | -0.79% | -6.34% | 3.36% | -3.05% |
| Materials | XLB | 0.79% | -3.67% | 8.39% | 13.0% |
| Real Estate | XLRE | 1.11% | -5.08% | 1.96% | -6.52% |
| Technology | XLK | -0.11% | -5.70% | 6.61% | -0.06% |
| Utilities | XLU | -0.26% | -4.58% | -3.43% | -8.97% |
| Aerospace & Defense | XAR | 0.27% | -8.30% | -4.96% | -18.2% |
| Biotech | XBI | 8.86% | -0.98% | 25.4% | 21.0% |
| Homebuilder | XHB | 1.22% | -2.03% | 18.0% | 16.7% |
| Retail | XRT | 0.63% | -2.55% | 10.6% | 11.3% |