(FPEI) First Trust - Performance 8.7% in 12m
FPEI performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
53.56%
#4 in Peer-Group
Rel. Strength
54.16%
#3513 in Stock-Universe
Total Return 12m
8.74%
#4 in Peer-Group
Total Return 5y
31.93%
#4 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 19.04 USD |
| 52 Week Low | 17.43 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 67.17 |
| Buy/Sell Signal +-5 | 0.00 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: FPEI (8.7%) vs SPY (13.5%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
|---|---|---|---|---|---|---|---|---|
| VRP NYSE ARCA Invesco Variable Rate |
1.23% | 7.79% | 36% | - | - | - | - | - |
| PFFA NYSE ARCA Virtus InfraCap U.S. |
3.15% | 8.97% | 93.9% | - | - | - | - | - |
| FPEI NYSE ARCA First Trust Institutional |
1.38% | 8.74% | 31.9% | - | - | - | - | - |
| PREF NYSE ARCA Principal Spectrum |
1.26% | 8.2% | 22.5% | - | - | - | - | - |
| PFFV NYSE ARCA Global X Variable Rate |
1.24% | 4.04% | 30.1% | - | - | - | - | - |
| FPE NYSE ARCA First Trust Preferred |
1.65% | 7.48% | 27.2% | - | - | - | - | - |
| JHPI NYSE ARCA John Hancock Preferred |
1.83% | 6.94% | 11.6% | - | - | - | - | - |
| PFXF NYSE ARCA VanEck Preferred Securities |
3.82% | 9.24% | 32.9% | - | - | - | - | - |
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 | 1.38% | 4.01% | 4.01% |
| 3 Months | 6.86% | 17.14% | 17.14% |
| 12 Months | 8.74% | 13.46% | 13.46% |
| 5 Years | 31.93% | 112.73% | 112.73% |
| Trend Score (consistency of price movement) | FPEI | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 95.2% | 90.3% | 90.3% |
| 3 Months | 99.1% | 97.5% | 97.5% |
| 12 Months | 81.3% | 46.4% | 46.4% |
| 5 Years | 52.3% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th33.33 | -2.53% | -2.53% |
| 3 Month | %th62.50 | -8.78% | -8.78% |
| 12 Month | %th91.67 | -4.16% | -4.16% |
| 5 Years | %th54.17 | -37.98% | -37.98% |
FAQs
Does First Trust (FPEI) outperform the market?
No,
over the last 12 months FPEI made 8.74%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.46%.
Over the last 3 months FPEI made 6.86%, while SPY made 17.14%.
Performance Comparison FPEI vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
FPEI vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.4% | -2.6% | -2.3% | -5% |
| US NASDAQ 100 | QQQ | -0.3% | -2.8% | -4.3% | -5% |
| German DAX 40 | DAX | -0.8% | 0.2% | -14.4% | -21% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.6% | -3.2% | -6.8% | -10% |
| Hongkong Hang Seng | HSI | -1.3% | -1.5% | -24.3% | -26% |
| India NIFTY 50 | INDA | 0.9% | 2.2% | -2.8% | 12% |
| Brasil Bovespa | EWZ | 3.8% | 2% | -17.3% | 7% |
FPEI vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1% | -0.3% | -5.6% | -15% |
| Consumer Discretionary | XLY | -1.3% | -2% | 5.4% | -9% |
| Consumer Staples | XLP | 1.6% | 1.5% | -1.4% | 1% |
| Energy | XLE | -3.4% | -2.8% | 5.3% | 7% |
| Financial | XLF | 1% | -1.3% | -4.6% | -17% |
| Health Care | XLV | -0.6% | 1.3% | 9.2% | 15% |
| Industrial | XLI | -0.8% | -3.1% | -8.1% | -15% |
| Materials | XLB | -1.1% | -3.1% | -2.9% | 5% |
| Real Estate | XLRE | -0.2% | 1.5% | -0.8% | 1% |
| Technology | XLK | -0.3% | -5.3% | -7.4% | -2% |
| Utilities | XLU | -0.5% | -1.2% | -6.3% | -11% |
| Aerospace & Defense | XAR | -1.1% | -5.5% | -22.3% | -40% |
| Biotech | XBI | -4.1% | -1.8% | 8% | 20% |
| Homebuilder | XHB | -3.5% | -7.4% | 4.3% | 10% |
| Retail | XRT | -0.4% | -1.9% | 2.5% | 2% |
FPEI vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -1% | -1.92% | 11.6% | 13% |
| Natural Gas | UNG | 1.3% | 7.8% | 23.7% | 11% |
| Gold | GLD | -0.5% | 1.1% | -20.2% | -30% |
| Silver | SLV | -4.7% | -4.9% | -24.3% | -13% |
| Copper | CPER | -10.7% | -13.6% | -21.8% | -15% |
FPEI vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0.5% | 1.4% | 3% | 13% |
| iShares High Yield Corp. Bond | HYG | 0.1% | 0.3% | 0.7% | -0% |