Performance analysis of FFA (First Trust Enhanced Equity Income Fund)
Annual Return
Over the past 3 years, FFA has had an average annual return of +18.14%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, FFA has had an average annual return of +10.41%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, FFA has had an average annual return of +13.64%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Aug 27, 2004, FFA has had an average annual return of +8.85%, underperforming the benchmark SPY, which returned +11.22% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.05% | +14.14% | +21.45% | +24.74% | -20.21% | +28.70% | +10.94% | +43.42% | -13.86% | +28.93% | +9.95% | -1.50% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
| +14.82% | +20.56% | +17.80% | -7.31% | +16.59% | +46.68% | -37.06% | -3.61% | +17.47% | -7.00% | +2.75% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.30% | -0.34% | -4.96% | +9.07% | +3.96% | -0.95% | +6.05% | ||||||
| 2025 | -0.05% | -1.06% | -3.98% | -3.16% | +5.45% | +5.63% | +1.86% | +1.77% | +3.20% | +1.86% | -0.14% | +2.41% | +14.14% |
| 2024 | -0.66% | +3.14% | +2.66% | -3.92% | +4.57% | +6.78% | -0.72% | +2.19% | +2.40% | -1.67% | +4.20% | +1.09% | +21.45% |
| 2023 | +6.98% | -1.54% | +1.46% | +2.30% | -1.07% | +6.76% | +4.39% | -1.53% | -2.40% | -5.67% | +7.61% | +6.07% | +24.74% |
| 2022 | -4.84% | -2.12% | +3.68% | -9.33% | +0.27% | -9.50% | +8.14% | -3.85% | -11.78% | +6.67% | +6.38% | -3.53% | -20.21% |
| 2021 | -4.37% | +5.64% | +6.86% | +4.06% | +2.01% | +4% | +1.08% | +3.95% | -6.30% | +6.75% | -1.62% | +4.45% | +28.70% |
| 2020 | -0.70% | -13.78% | -12.48% | +8.67% | +2.92% | +5.46% | +2.20% | +6.19% | -2.27% | -5.02% | +13.84% | +9.44% | +10.94% |
| 2019 | +11.22% | +4.25% | +2.27% | +2.46% | -4.87% | +11.16% | +0.31% | -2.18% | +2.69% | +2.02% | +1.36% | +7.13% | +43.42% |
| 2018 | -1.05% | -3.18% | -2.96% | +1.29% | +3.21% | +3.74% | +4% | +0.67% | -1.21% | -10.62% | +3.99% | -11.12% | -13.86% |
| 2017 | +2.74% | +2.81% | +2.98% | +2.01% | +0.14% | +1.26% | +2.39% | -0.60% | +2.87% | +3.25% | +1.22% | +4.72% | +28.93% |
Drawdown analysis of FFA (First Trust Enhanced Equity Income Fund)
The maximum drawdown for the FFA was -57.63%, occurring on Mar 9, 2009. Recovery took 762 trading sessions.
The current FFA drawdown is -0.95%.
Since Aug 27, 2004 FFA has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 5 times
- 10% or more: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.63% | Jun 1, 2007 | 445 | Mar 9, 2009 | 762 | Mar 15, 2012 | 1207 |
| -44.35% | Feb 20, 2020 | 19 | Mar 18, 2020 | 170 | Nov 17, 2020 | 189 |
| -29.93% | Dec 30, 2021 | 196 | Oct 11, 2022 | 361 | Mar 20, 2024 | 557 |
| -24.26% | Aug 29, 2018 | 80 | Dec 24, 2018 | 120 | Jun 18, 2019 | 200 |
| -21.28% | May 20, 2015 | 168 | Jan 20, 2016 | 231 | Dec 16, 2016 | 399 |
| -19.96% | Feb 19, 2025 | 33 | Apr 7, 2025 | 56 | Jun 27, 2025 | 89 |
| -13.35% | Sep 7, 2005 | 73 | Dec 20, 2005 | 189 | Sep 21, 2006 | 262 |
| -11.37% | Oct 17, 2012 | 19 | Nov 15, 2012 | 34 | Jan 7, 2013 | 53 |
| -11.24% | Jan 2, 2018 | 58 | Mar 27, 2018 | 59 | Jun 20, 2018 | 117 |
| -10.52% | Sep 5, 2014 | 28 | Oct 15, 2014 | 23 | Nov 17, 2014 | 51 |
| -10.11% | Feb 9, 2026 | 34 | Mar 30, 2026 | 12 | Apr 16, 2026 | 46 |
| -9.82% | Sep 8, 2021 | 18 | Oct 4, 2021 | 60 | Dec 29, 2021 | 78 |
| -8.70% | Apr 2, 2012 | 43 | Jun 4, 2012 | 45 | Aug 7, 2012 | 88 |
| -8.32% | Jul 16, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -7.66% | May 21, 2013 | 23 | Jun 24, 2013 | 89 | Oct 29, 2013 | 112 |
| -6.32% | Mar 4, 2005 | 30 | Apr 18, 2005 | 58 | Jul 11, 2005 | 88 |
| -6.19% | Jul 12, 2019 | 24 | Aug 15, 2019 | 18 | Sep 11, 2019 | 42 |
| -5.95% | Nov 24, 2014 | 15 | Dec 16, 2014 | 6 | Dec 24, 2014 | 21 |
| -5.67% | Dec 26, 2013 | 25 | Feb 3, 2014 | 30 | Mar 18, 2014 | 55 |
| -5.55% | Dec 26, 2014 | 13 | Jan 15, 2015 | 20 | Feb 13, 2015 | 33 |
| -5.44% | Apr 1, 2024 | 14 | Apr 19, 2024 | 17 | May 14, 2024 | 31 |
| -5.26% | Jul 16, 2014 | 15 | Aug 6, 2014 | 11 | Aug 21, 2014 | 26 |
| -4.93% | Sep 26, 2019 | 4 | Oct 2, 2019 | 7 | Oct 11, 2019 | 11 |
| -4.70% | Oct 31, 2025 | 14 | Nov 20, 2025 | 22 | Dec 23, 2025 | 36 |
| -4.69% | Sep 30, 2004 | 20 | Oct 28, 2004 | 34 | Dec 16, 2004 | 54 |