Performance analysis of FPEI (FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETF)
Annual Return
Over the past 3 years, FPEI has had an average annual return of +10.69%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, FPEI has had an average annual return of +4.20%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Aug 23, 2017, FPEI has had an average annual return of +4.98%, underperforming the benchmark SPY, which returned +15.48% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.56% | +9.82% | +10.94% | +6.30% | -8.19% | +4.64% | +7.06% | +15.85% | -4.29% | +2.22% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.73% | +0.64% | -1.99% | +1.42% | +0.88% | -0.10% | +1.56% | ||||||
| 2025 | +0.54% | +1.36% | -0.49% | -1.10% | +2.13% | +2.01% | +0.38% | +1.55% | +1.33% | +0.94% | +0.31% | +0.50% | +9.82% |
| 2024 | +1.64% | +0.67% | +1.26% | -1.07% | +2.56% | +0.82% | +1.35% | +1.79% | +2.02% | -1.20% | +0.90% | -0.23% | +10.94% |
| 2023 | +5.13% | -1.44% | -7.91% | +1.26% | -0.33% | +1.22% | +2.85% | -0.52% | -0.54% | -1.39% | +5.05% | +3.45% | +6.30% |
| 2022 | -1.12% | -2.03% | -0.69% | -2.44% | -0.86% | -4.44% | +4.12% | -0.52% | -5.33% | +1.35% | +2.44% | +1.40% | -8.19% |
| 2021 | +0.30% | +0.16% | +0.09% | +1.51% | +0.61% | +1.03% | +0.75% | +0.17% | +0.08% | -0.05% | -1.02% | +0.94% | +4.64% |
| 2020 | +1.31% | -2.93% | -13.15% | +6.94% | +3.03% | +2.45% | +2.35% | +2.61% | -0.71% | +0.54% | +3.68% | +2.16% | +7.06% |
| 2019 | +2.75% | +1.57% | +1.21% | +1.44% | -0.26% | +2.32% | +0.97% | +0.79% | +0.56% | +1.96% | +0.66% | +0.85% | +15.85% |
| 2018 | +0.52% | -0.85% | -1.63% | +0.49% | -0.98% | -0.69% | +1.63% | +0.23% | -0.58% | -0.54% | -2.10% | +0.18% | -4.29% |
| 2017 | +0.31% | +0.47% | +1.22% | +0.05% | +0.16% | +2.22% |
Drawdown analysis of FPEI (FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETF)
The maximum drawdown for the FPEI was -27.51%, occurring on Mar 23, 2020. Recovery took 160 trading sessions.
The current FPEI drawdown is -0.16%.
Since Aug 23, 2017 FPEI has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -27.51% | Feb 18, 2020 | 24 | Mar 23, 2020 | 160 | Nov 6, 2020 | 184 |
| -16.45% | Sep 22, 2021 | 378 | Mar 24, 2023 | 248 | Mar 20, 2024 | 626 |
| -6.01% | Jan 26, 2018 | 227 | Dec 20, 2018 | 67 | Mar 29, 2019 | 294 |
| -4.26% | Feb 28, 2025 | 26 | Apr 7, 2025 | 25 | May 13, 2025 | 51 |
| -3.62% | Feb 20, 2026 | 25 | Mar 27, 2026 | 44 | Jun 1, 2026 | 69 |
| -1.99% | Feb 18, 2021 | 12 | Mar 8, 2021 | 25 | Apr 13, 2021 | 37 |
| -1.91% | Mar 26, 2024 | 14 | Apr 16, 2024 | 14 | May 6, 2024 | 28 |
| -1.55% | Dec 11, 2024 | 20 | Jan 13, 2025 | 16 | Feb 5, 2025 | 36 |
| -1.20% | Sep 30, 2024 | 23 | Oct 31, 2024 | 25 | Dec 6, 2024 | 48 |
| -1.13% | Nov 3, 2017 | 7 | Nov 14, 2017 | 31 | Dec 29, 2017 | 38 |
| -0.97% | Aug 1, 2024 | 2 | Aug 5, 2024 | 6 | Aug 13, 2024 | 8 |
| -0.93% | Oct 28, 2025 | 17 | Nov 20, 2025 | 5 | Nov 28, 2025 | 22 |
| -0.92% | Jul 29, 2019 | 9 | Aug 9, 2019 | 9 | Aug 22, 2019 | 18 |
| -0.79% | May 19, 2025 | 2 | May 21, 2025 | 5 | May 29, 2025 | 7 |
| -0.78% | May 2, 2019 | 5 | May 9, 2019 | 19 | Jun 6, 2019 | 24 |
| -0.71% | Oct 8, 2025 | 2 | Oct 10, 2025 | 3 | Oct 15, 2025 | 5 |
| -0.53% | Aug 5, 2021 | 3 | Aug 10, 2021 | 17 | Sep 2, 2021 | 20 |
| -0.48% | May 11, 2021 | 1 | May 12, 2021 | 11 | May 27, 2021 | 12 |
| -0.45% | Nov 7, 2019 | 1 | Nov 8, 2019 | 11 | Nov 25, 2019 | 12 |
| -0.44% | Jul 22, 2024 | 2 | Jul 24, 2024 | 3 | Jul 29, 2024 | 5 |
| -0.41% | Dec 3, 2025 | 4 | Dec 9, 2025 | 7 | Dec 18, 2025 | 11 |
| -0.40% | Aug 18, 2025 | 3 | Aug 21, 2025 | 1 | Aug 22, 2025 | 4 |
| -0.40% | Dec 18, 2020 | 2 | Dec 22, 2020 | 1 | Dec 23, 2020 | 3 |
| -0.38% | May 17, 2024 | 4 | May 23, 2024 | 1 | May 24, 2024 | 5 |
| -0.38% | Jan 16, 2026 | 1 | Jan 20, 2026 | 3 | Jan 23, 2026 | 4 |