Performance analysis of FPE (FIRST TRUST PREFERRED SECURITIES AND INCOME ETF)
Annual Return
Over the past 3 years, FPE has had an average annual return of +10.10%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, FPE has had an average annual return of +3.12%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, FPE has had an average annual return of +5.05%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Feb 12, 2013, FPE has had an average annual return of +4.84%, underperforming the benchmark SPY, which returned +14.80% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.08% | +9.21% | +11.16% | +6.84% | -12.77% | +5.24% | +5.96% | +18.14% | -4.98% | +11.25% | +6.36% | +6.12% |
| 2014 | 2013 | ||||||||||
| +11.65% | -6.55% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.81% | +0.56% | -2.56% | +2.44% | +0% | -0.11% | +1.08% | ||||||
| 2025 | +0.82% | +0.94% | -0.94% | -1.37% | +2.11% | +1.96% | +1.17% | +1.33% | +1.41% | +1.06% | +0.03% | +0.39% | +9.21% |
| 2024 | +2.02% | +0.46% | +1.69% | -1.36% | +1.86% | +1.19% | +1.60% | +1.62% | +2.43% | -0.76% | +0.68% | -0.71% | +11.16% |
| 2023 | +7.93% | -1.99% | -8.78% | +0.62% | -0.35% | +1.37% | +2.43% | +0.06% | -0.81% | -2.26% | +5.70% | +3.71% | +6.84% |
| 2022 | -1.94% | -2.80% | -0.64% | -3.83% | +0.26% | -4.81% | +5.04% | -1.74% | -4.81% | -0.73% | +3.24% | -0.34% | -12.77% |
| 2021 | -0.19% | +0.39% | +0.78% | +1.19% | +0.73% | +1.38% | +0.59% | +0.26% | -0.04% | +0.02% | -1.26% | +1.29% | +5.24% |
| 2020 | +1.18% | -2.60% | -15.99% | +9.90% | +3.38% | +0.31% | +4.29% | +1.72% | -0.65% | +0.32% | +4.75% | +1.41% | +5.96% |
| 2019 | +4.78% | +1.39% | +1.38% | +1.45% | -0.14% | +1.88% | +1.63% | +0.50% | +0.94% | +1.14% | +0.46% | +1.45% | +18.14% |
| 2018 | -0.61% | +0.05% | -0.87% | +0.21% | -1.33% | +0.48% | +1.19% | +0.96% | -0.53% | -1.46% | -1.58% | -1.55% | -4.98% |
| 2017 | +1.83% | +1.92% | +0.46% | +1.38% | +1.27% | +1.22% | +1.14% | +0% | +0.52% | +0.65% | -0.00766% | +0.37% | +11.25% |
Drawdown analysis of FPE (FIRST TRUST PREFERRED SECURITIES AND INCOME ETF)
The maximum drawdown for the FPE was -33.35%, occurring on Mar 18, 2020. Recovery took 164 trading sessions.
The current FPE drawdown is -0.73%.
Since Feb 12, 2013 FPE has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.35% | Feb 14, 2020 | 22 | Mar 18, 2020 | 164 | Nov 9, 2020 | 186 |
| -19.64% | Sep 22, 2021 | 374 | Mar 20, 2023 | 352 | Aug 13, 2024 | 726 |
| -13.32% | May 9, 2013 | 71 | Aug 20, 2013 | 349 | Jan 8, 2015 | 420 |
| -5.94% | Jan 8, 2018 | 244 | Dec 27, 2018 | 36 | Feb 20, 2019 | 280 |
| -5.45% | Jan 5, 2016 | 26 | Feb 11, 2016 | 39 | Apr 8, 2016 | 65 |
| -4.66% | Feb 28, 2025 | 26 | Apr 7, 2025 | 40 | Jun 4, 2025 | 66 |
| -4.08% | Feb 20, 2026 | 25 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -3.46% | Oct 26, 2016 | 25 | Dec 1, 2016 | 42 | Feb 2, 2017 | 67 |
| -2.21% | Dec 6, 2024 | 23 | Jan 13, 2025 | 24 | Feb 18, 2025 | 47 |
| -2.00% | Dec 1, 2015 | 10 | Dec 15, 2015 | 11 | Dec 31, 2015 | 21 |
| -1.53% | Feb 9, 2021 | 11 | Feb 25, 2021 | 25 | Apr 1, 2021 | 36 |
| -1.43% | Jul 31, 2015 | 16 | Aug 24, 2015 | 35 | Oct 13, 2015 | 51 |
| -1.40% | Oct 28, 2025 | 17 | Nov 20, 2025 | 23 | Dec 24, 2025 | 40 |
| -1.38% | Aug 3, 2017 | 5 | Aug 10, 2017 | 28 | Sep 20, 2017 | 33 |
| -1.31% | Oct 18, 2024 | 10 | Nov 1, 2024 | 24 | Dec 6, 2024 | 34 |
| -1.19% | Apr 27, 2015 | 7 | May 6, 2015 | 50 | Jul 17, 2015 | 57 |
| -1.12% | Jun 23, 2016 | 2 | Jun 27, 2016 | 6 | Jul 6, 2016 | 8 |
| -1.07% | Jan 20, 2021 | 7 | Jan 29, 2021 | 7 | Feb 9, 2021 | 14 |
| -1.07% | Mar 1, 2017 | 6 | Mar 9, 2017 | 10 | Mar 23, 2017 | 16 |
| -0.97% | Jul 29, 2019 | 5 | Aug 5, 2019 | 16 | Aug 27, 2019 | 21 |
| -0.90% | Sep 18, 2025 | 16 | Oct 10, 2025 | 3 | Oct 15, 2025 | 19 |
| -0.86% | Sep 7, 2016 | 2 | Sep 9, 2016 | 31 | Oct 24, 2016 | 33 |
| -0.84% | Nov 1, 2017 | 10 | Nov 15, 2017 | 22 | Dec 18, 2017 | 32 |
| -0.84% | Dec 17, 2020 | 3 | Dec 22, 2020 | 5 | Dec 30, 2020 | 8 |
| -0.74% | Jan 12, 2015 | 3 | Jan 15, 2015 | 4 | Jan 22, 2015 | 7 |