Performance analysis of EMLP (FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND)
Annual Return
Over the past 3 years, EMLP has had an average annual return of +20.28%, outperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, EMLP has had an average annual return of +16.85%, outperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, EMLP has had an average annual return of +9.91%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Jun 21, 2012, EMLP has had an average annual return of +9.78%, underperforming the benchmark SPY, which returned +15.05% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +18.06% | +9.66% | +33.40% | +8.02% | +10.39% | +23.18% | -13.43% | +23.38% | -8.67% | +1.07% | +29.92% | -25.40% |
| 2014 | 2013 | 2012 | |||||||||
| +23.83% | +16.67% | +6.34% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.89% | +9.15% | +0.43% | +2.45% | -4.14% | +2.17% | +1.36% | +18.06% | |||||
| 2025 | +3.20% | +1.71% | +0.99% | -3.63% | +2.21% | +2.39% | +2.08% | -0.83% | +1.67% | -1.80% | +4.42% | -2.80% | +9.66% |
| 2024 | -1.66% | +2.90% | +6.35% | -0.34% | +4.38% | +0.17% | +4.47% | +3.83% | +2.61% | +1.49% | +12.14% | -6.08% | +33.40% |
| 2023 | +3.18% | -2.98% | +0.71% | +1.88% | -3.28% | +4.03% | +3.67% | -1.86% | -2.82% | -0.42% | +4.98% | +1.13% | +8.02% |
| 2022 | +2.28% | +1.96% | +7.08% | -3.61% | +5.10% | -7.50% | +8.12% | -0.29% | -9.49% | +7.36% | +4.53% | -3.66% | +10.39% |
| 2021 | +2.06% | -1.27% | +8.98% | +5.17% | +1.71% | +1.08% | -0.90% | +0.70% | -2.19% | +5.83% | -4.39% | +5.04% | +23.18% |
| 2020 | +0.83% | -8.56% | -23.19% | +14.39% | +4.56% | -4.96% | +2.96% | -1.12% | -5.12% | +3.25% | +7.63% | +0.19% | -13.43% |
| 2019 | +9.60% | +2.04% | +4% | +0.12% | -0.92% | +3.42% | -0.72% | +1.20% | +2.25% | -3.01% | -1.09% | +4.92% | +23.38% |
| 2018 | -0.04% | -7.74% | -2.26% | +3.66% | +1.27% | +2.17% | +3.02% | +0.37% | -1.40% | -3.62% | +3.36% | -6.99% | -8.67% |
| 2017 | -0.07% | +0.55% | +0.69% | -0.08% | -1.35% | -0.40% | +3.54% | -1.73% | +0.13% | -1.05% | +0.32% | +0.62% | +1.07% |
Drawdown analysis of EMLP (FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND)
The maximum drawdown for the EMLP was -43.61%, occurring on Mar 23, 2020. Recovery took 302 trading sessions.
The current EMLP drawdown is -0.73%.
Since Jun 21, 2012 EMLP has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.61% | Feb 20, 2020 | 22 | Mar 23, 2020 | 302 | Jun 3, 2021 | 324 |
| -35.59% | Dec 29, 2014 | 266 | Jan 20, 2016 | 789 | Mar 11, 2019 | 1055 |
| -14.59% | Jun 7, 2022 | 8 | Jun 17, 2022 | 42 | Aug 18, 2022 | 50 |
| -14.40% | Aug 25, 2022 | 33 | Oct 12, 2022 | 193 | Jul 21, 2023 | 226 |
| -11.47% | Jan 21, 2025 | 54 | Apr 8, 2025 | 69 | Jul 18, 2025 | 123 |
| -9.73% | Sep 5, 2014 | 27 | Oct 14, 2014 | 25 | Nov 18, 2014 | 52 |
| -8.84% | Jul 24, 2023 | 51 | Oct 4, 2023 | 41 | Dec 1, 2023 | 92 |
| -8.83% | Oct 17, 2012 | 19 | Nov 15, 2012 | 37 | Jan 10, 2013 | 56 |
| -8.75% | Nov 29, 2024 | 13 | Dec 18, 2024 | 20 | Jan 21, 2025 | 33 |
| -8.39% | May 21, 2013 | 21 | Jun 20, 2013 | 161 | Feb 10, 2014 | 182 |
| -8.35% | Apr 20, 2022 | 16 | May 12, 2022 | 17 | Jun 7, 2022 | 33 |
| -7.35% | Nov 26, 2014 | 13 | Dec 16, 2014 | 7 | Dec 26, 2014 | 20 |
| -7.08% | Jun 15, 2021 | 23 | Jul 19, 2021 | 65 | Oct 19, 2021 | 88 |
| -6.72% | Oct 20, 2021 | 29 | Dec 1, 2021 | 26 | Jan 7, 2022 | 55 |
| -5.69% | Sep 23, 2019 | 50 | Dec 3, 2019 | 15 | Dec 24, 2019 | 65 |
| -5.47% | Jul 11, 2019 | 24 | Aug 14, 2019 | 26 | Sep 20, 2019 | 50 |
| -5.16% | Jul 24, 2014 | 9 | Aug 6, 2014 | 6 | Aug 14, 2014 | 15 |
| -4.94% | Apr 30, 2026 | 21 | Jun 1, 2026 | Ongoing | Ongoing | Ongoing |
| -4.69% | Apr 3, 2024 | 9 | Apr 16, 2024 | 6 | Apr 24, 2024 | 15 |
| -4.18% | Jan 3, 2024 | 14 | Jan 24, 2024 | 19 | Feb 21, 2024 | 33 |
| -4.14% | Feb 9, 2022 | 9 | Feb 23, 2022 | 3 | Feb 28, 2022 | 12 |
| -3.90% | Nov 28, 2025 | 26 | Jan 7, 2026 | 6 | Jan 15, 2026 | 32 |
| -3.54% | May 21, 2024 | 5 | May 29, 2024 | 29 | Jul 11, 2024 | 34 |
| -3.43% | Aug 1, 2024 | 2 | Aug 5, 2024 | 7 | Aug 14, 2024 | 9 |
| -3.33% | Jan 14, 2022 | 5 | Jan 24, 2022 | 6 | Feb 1, 2022 | 11 |