Performance analysis of FPF (First Trust Intermediate Duration Preferred & Income Fund)
Annual Return
Over the past 3 years, FPF has had an average annual return of +14.88%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, FPF has had an average annual return of +1.53%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, FPF has had an average annual return of +5.62%, underperforming the benchmark SPY, which returned +15.45% annual.
Since May 24, 2013, FPF has had an average annual return of +5.74%, underperforming the benchmark SPY, which returned +14.30% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.27% | +13.14% | +20.87% | +5.27% | -25.83% | +9.09% | +9.69% | +28.23% | -11.98% | +15.98% | +17.15% | +2.29% |
| 2014 | 2013 | ||||||||||
| +16.24% | -10.94% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.56% | +1.79% | -7.17% | +5.29% | +0.14% | -1.44% | -0.27% | ||||||
| 2025 | +4.61% | +0.36% | -1.25% | -3.47% | +4.56% | +3.74% | +1.16% | +2.97% | -0.16% | +0.25% | -1.01% | +1% | +13.14% |
| 2024 | +6.68% | +2.30% | +2.26% | -4.06% | +4.70% | +4.47% | +0.43% | +3.45% | +4.65% | -3.16% | +1.06% | -3.03% | +20.87% |
| 2023 | +13.45% | -6.40% | -10.85% | +0.04% | -1.61% | +1.94% | +2.32% | -2.31% | -1.86% | -3.80% | +12.08% | +4.79% | +5.27% |
| 2022 | -4.61% | -8.60% | +3.96% | -8.02% | -1.10% | -4.86% | +8.72% | -4.31% | -13.04% | -0.47% | +8.18% | -2.94% | -25.83% |
| 2021 | -1.79% | -1.89% | +4.47% | +3.81% | +1.98% | +0.59% | +3.99% | +1.34% | -4.03% | +2.36% | -2.69% | +1.02% | +9.09% |
| 2020 | +2% | -5.97% | -20.27% | +15.81% | +3.30% | +1.97% | +3.40% | +1.85% | -2.49% | +0.95% | +6.94% | +6.08% | +9.69% |
| 2019 | +8.24% | +1.70% | +1.41% | +2.91% | -1.26% | +4.67% | +2.52% | +1.27% | +1.95% | +2.39% | +0.93% | -1.27% | +28.23% |
| 2018 | -2.67% | -2.06% | +1.45% | -2.11% | -2.57% | -0.77% | +2.43% | +0.84% | -1.41% | -4.41% | -0.14% | -1.07% | -11.98% |
| 2017 | +2.47% | +2.74% | -1.35% | +2.31% | +4.73% | +1.61% | +0.98% | -0.47% | +0.99% | +0.95% | +0.62% | -0.51% | +15.98% |
Drawdown analysis of FPF (First Trust Intermediate Duration Preferred & Income Fund)
The maximum drawdown for the FPF was -53.79%, occurring on Mar 18, 2020. Recovery took 191 trading sessions.
The current FPF drawdown is -4.37%.
Since May 24, 2013 FPF has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.79% | Feb 20, 2020 | 19 | Mar 18, 2020 | 191 | Dec 17, 2020 | 210 |
| -37.06% | Aug 31, 2021 | 389 | Mar 20, 2023 | 580 | Jul 14, 2025 | 969 |
| -21.04% | Dec 18, 2017 | 254 | Dec 21, 2018 | 99 | May 16, 2019 | 353 |
| -18.08% | Jun 3, 2013 | 54 | Aug 19, 2013 | 321 | Nov 25, 2014 | 375 |
| -10.13% | Feb 26, 2026 | 22 | Mar 30, 2026 | Ongoing | Ongoing | Ongoing |
| -10.04% | Aug 10, 2016 | 67 | Nov 14, 2016 | 33 | Jan 3, 2017 | 100 |
| -8.13% | Feb 1, 2016 | 8 | Feb 11, 2016 | 23 | Mar 16, 2016 | 31 |
| -6.34% | May 1, 2015 | 40 | Jun 29, 2015 | 90 | Nov 4, 2015 | 130 |
| -5.98% | Mar 1, 2017 | 6 | Mar 9, 2017 | 21 | Apr 7, 2017 | 27 |
| -5.87% | Nov 5, 2015 | 26 | Dec 14, 2015 | 31 | Jan 29, 2016 | 57 |
| -5.70% | Dec 31, 2020 | 7 | Jan 12, 2021 | 19 | Feb 9, 2021 | 26 |
| -5.49% | Dec 2, 2014 | 10 | Dec 16, 2014 | 10 | Dec 31, 2014 | 20 |
| -5.40% | Sep 19, 2025 | 15 | Oct 10, 2025 | 86 | Feb 13, 2026 | 101 |
| -4.78% | Aug 4, 2017 | 4 | Aug 10, 2017 | 36 | Oct 2, 2017 | 40 |
| -4.76% | Feb 9, 2021 | 11 | Feb 25, 2021 | 25 | Apr 1, 2021 | 36 |
| -4.49% | Jul 30, 2019 | 6 | Aug 7, 2019 | 19 | Sep 4, 2019 | 25 |
| -4.47% | May 28, 2019 | 4 | Jun 3, 2019 | 10 | Jun 17, 2019 | 14 |
| -3.39% | May 5, 2021 | 5 | May 12, 2021 | 8 | May 24, 2021 | 13 |
| -3.31% | Dec 31, 2014 | 2 | Jan 5, 2015 | 19 | Feb 2, 2015 | 21 |
| -2.49% | May 16, 2016 | 3 | May 19, 2016 | 12 | Jun 7, 2016 | 15 |
| -2.45% | Mar 4, 2015 | 9 | Mar 17, 2015 | 15 | Apr 8, 2015 | 24 |
| -2.44% | Dec 2, 2019 | 18 | Dec 27, 2019 | 12 | Jan 15, 2020 | 30 |
| -2.33% | Nov 7, 2017 | 5 | Nov 14, 2017 | 8 | Nov 27, 2017 | 13 |
| -2.04% | Sep 19, 2019 | 2 | Sep 23, 2019 | 20 | Oct 21, 2019 | 22 |
| -1.88% | Jan 17, 2017 | 2 | Jan 19, 2017 | 10 | Feb 2, 2017 | 12 |