(FPEI) First Trust - Performance 8% in 12m
Compare FPEI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
54.11%
#3 in Group
Rel. Strength
56.31%
#3477 in Universe
Total Return 12m
7.99%
#3 in Group
Total Return 5y
33.89%
#4 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: FPEI (8%) 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: FPEI vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for FPEI
| Total Return (including Dividends) | FPEI | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 2.55% | 2.87% | 2.87% |
| 3 Months | 0.36% | -6.42% | -6.42% |
| 12 Months | 7.99% | 9.87% | 9.87% |
| 5 Years | 33.89% | 107.51% | 107.51% |
| Trend Score (consistency of price movement) | FPEI | SPY | S&P 500 |
| 1 Month | 98.3% | 89.4% | 89.4% |
| 3 Months | -56.7% | -72% | -72% |
| 12 Months | 81.1% | 49.3% | 49.3% |
| 5 Years | 52.3% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #9 | -0.31% | -0.31% |
| 3 Month | #4 | 7.24% | 7.24% |
| 12 Month | #3 | -1.72% | -1.72% |
| 5 Years | #10 | -35.5% | -35.5% |
FAQs
Does FPEI First Trust outperforms the market?
No,
over the last 12 months FPEI made 7.99%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.87%.
Over the last 3 months FPEI made 0.36%, while SPY made -6.42%.
Over the last 3 months FPEI made 0.36%, while SPY made -6.42%.
Performance Comparison FPEI vs Indeces and Sectors
FPEI vs. Indices FPEI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.24% | -0.32% | 6.56% | -1.88% |
| US NASDAQ 100 | QQQ | 0.99% | -2.16% | 6.15% | -3.33% |
| US Dow Jones Industrial 30 | DIA | 0.96% | 0.94% | 7.59% | 1.62% |
| German DAX 40 | DAX | -0.88% | -16.7% | -19.0% | -17.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.58% | -3.72% | 7.33% | 2.36% |
| Hongkong Hang Seng | HSI | -2.28% | -13.7% | -2.93% | -4.10% |
| India NIFTY 50 | INDA | 3.63% | 0.27% | 4.66% | 5.66% |
| Brasil Bovespa | EWZ | -0.81% | -8.98% | -2.65% | 14.5% |
FPEI vs. Sectors FPEI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.06% | -1.12% | 0.38% | -12.3% |
| Consumer Discretionary | XLY | 0.32% | -0.96% | 8.75% | -6.06% |
| Consumer Staples | XLP | 1.61% | 0.53% | -0.35% | 0.43% |
| Energy | XLE | 0.26% | 2.47% | 12.6% | 17.8% |
| Financial | XLF | 0.61% | -3.02% | 0.68% | -13.5% |
| Health Care | XLV | 5.03% | 6.93% | 11.8% | 13.9% |
| Industrial | XLI | -0.33% | -4.83% | 5.58% | -2.0% |
| Materials | XLB | 1.25% | -2.16% | 10.6% | 14.0% |
| Real Estate | XLRE | 1.57% | -3.57% | 4.18% | -5.47% |
| Technology | XLK | 0.35% | -4.19% | 8.83% | 0.99% |
| Utilities | XLU | 0.20% | -3.07% | -1.21% | -7.92% |
| Aerospace & Defense | XAR | 0.73% | -6.79% | -2.74% | -17.2% |
| Biotech | XBI | 9.32% | 0.53% | 27.6% | 22.0% |
| Homebuilder | XHB | 1.68% | -0.52% | 20.2% | 17.7% |
| Retail | XRT | 1.09% | -1.04% | 12.9% | 12.3% |