Performance analysis of FEI (First Trust MLP and Energy Income Fund)
Annual Return
Over the past 3 years, FEI has had an average annual return of +42.87%, outperforming the benchmark SPY, which returned +23.74% annual.
Over the past 5 years, FEI has had an average annual return of +15.81%, outperforming the benchmark SPY, which returned +8.46% annual.
Over the past 10 years, FEI has had an average annual return of +3.59%, underperforming the benchmark SPY, which returned +13.80% annual.
Since Nov 28, 2012, FEI has had an average annual return of +2.40%, underperforming the benchmark SPY, which returned +13.98% annual.
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +17.27% | +18.32% | +16.18% | +35.82% | -44.83% | +35.43% | -30.55% | +6.11% | +34.68% | -33.84% | +14.94% | +2.76% |
| 2012 | |||||||||||
| +3.35% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | +1.29% | +1.27% | +11.89% | +0.51% | +1.65% | +17.27% | |||||||
| 2023 | +5.68% | -1.85% | -3.90% | +1.83% | -4.82% | +6.19% | +6.79% | -0.13% | -1.98% | +7.27% | +5.11% | -2.16% | +18.32% |
| 2022 | +11.37% | -1.26% | +5.62% | -2.32% | +6.04% | -8.47% | +7.46% | +2.09% | -13.64% | +12.09% | +2.78% | -3.33% | +16.18% |
| 2021 | +5.36% | +7.31% | +7.78% | +8.61% | +5.93% | +1.54% | -4.96% | -2.16% | -0.14% | +6.57% | -3.07% | -0.53% | +35.82% |
| 2020 | -4.39% | -8.63% | -56.46% | +44.15% | +2.32% | -10.38% | -6.10% | +1.93% | -11.10% | +7.19% | +22.98% | -2.17% | -44.83% |
| 2019 | +19.15% | -2.18% | +3.51% | +4.90% | -1.60% | +2.77% | +1.27% | -4.47% | +2.42% | -3.42% | +3.26% | +7.08% | +35.43% |
| 2018 | -1.57% | -7.53% | -11.94% | +7.10% | +1.37% | +0.76% | +4.71% | -5.83% | +0% | -10.31% | -0.10% | -10.35% | -30.55% |
| 2017 | +4.53% | +0.53% | -1.52% | +1.10% | -2.59% | -2.05% | +4.23% | -4.61% | +1.72% | -4.24% | -2.19% | +12.22% | +6.11% |
Drawdown analysis of FEI (First Trust MLP and Energy Income Fund)
The maximum drawdown for the FEI was -78.11%, occurring on Mar 18, 2020. Recovery took 1003 trading sessions.
Since Nov 28, 2012 FEI has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -78.11% | Nov 26, 2014 | 1334 | Mar 18, 2020 | 1003 | Mar 13, 2024 | 2337 |
| -14.89% | May 24, 2013 | 125 | Nov 20, 2013 | 131 | Jun 2, 2014 | 256 |
| -13.65% | Sep 3, 2014 | 29 | Oct 14, 2014 | 26 | Nov 19, 2014 | 55 |
| -5.63% | Jul 22, 2014 | 11 | Aug 6, 2014 | 7 | Aug 15, 2014 | 18 |
| -3.66% | May 17, 2013 | 4 | May 23, 2013 | 1 | May 24, 2013 | 5 |
| -3.59% | Apr 3, 2024 | 9 | Apr 16, 2024 | 6 | Apr 24, 2024 | 15 |
| -3.55% | Apr 29, 2013 | 2 | May 1, 2013 | 7 | May 10, 2013 | 9 |
| -3.37% | Feb 1, 2013 | 15 | Feb 25, 2013 | 5 | Mar 4, 2013 | 20 |
| -3.05% | Dec 31, 2012 | 5 | Jan 8, 2013 | 15 | Jan 30, 2013 | 20 |
| -2.60% | Jul 1, 2014 | 4 | Jul 8, 2014 | 9 | Jul 21, 2014 | 13 |
| -2.57% | Apr 2, 2013 | 2 | Apr 4, 2013 | 15 | Apr 25, 2013 | 17 |
| -2.53% | Mar 4, 2013 | 4 | Mar 8, 2013 | 15 | Apr 1, 2013 | 19 |
| -1.70% | May 10, 2013 | 1 | May 13, 2013 | 4 | May 17, 2013 | 5 |
| -1.43% | Apr 25, 2024 | 3 | Apr 30, 2024 | 3 | May 3, 2024 | 6 |
| -1.38% | Jun 4, 2014 | 6 | Jun 12, 2014 | 3 | Jun 17, 2014 | 9 |
| -1.23% | Nov 19, 2014 | 3 | Nov 24, 2014 | 2 | Nov 26, 2014 | 5 |
| -1.18% | Jun 17, 2014 | 5 | Jun 24, 2014 | 2 | Jun 26, 2014 | 7 |
| -1.10% | Aug 15, 2014 | 1 | Aug 18, 2014 | 3 | Aug 21, 2014 | 4 |
| -0.95% | Mar 13, 2024 | 1 | Mar 14, 2024 | 3 | Mar 19, 2024 | 4 |
| -0.79% | Dec 19, 2012 | 1 | Dec 20, 2012 | 3 | Dec 26, 2012 | 4 |
| -0.73% | Dec 26, 2012 | 1 | Dec 27, 2012 | 2 | Dec 31, 2012 | 3 |
| -0.64% | Aug 21, 2014 | 1 | Aug 22, 2014 | 2 | Aug 26, 2014 | 3 |
| -0.50% | Dec 12, 2012 | 2 | Dec 14, 2012 | 2 | Dec 18, 2012 | 4 |
| -0.42% | Mar 25, 2024 | 1 | Mar 26, 2024 | 1 | Mar 27, 2024 | 2 |
| -0.32% | Jun 27, 2014 | 1 | Jun 30, 2014 | 1 | Jul 1, 2014 | 2 |