Performance analysis of FPL (First Trust New Opportunities MLP & Energy Fund)
Annual Return
Over the past 3 years, FPL has had an average annual return of +44.37%, outperforming the benchmark SPY, which returned +23.74% annual.
Over the past 5 years, FPL has had an average annual return of +17.62%, outperforming the benchmark SPY, which returned +8.46% annual.
Over the past 10 years, FPL has had an average annual return of +2.57%, underperforming the benchmark SPY, which returned +13.80% annual.
Since Mar 27, 2014, FPL has had an average annual return of -0.48%, underperforming the benchmark SPY, which returned +12.59% annual.
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +15.17% | +22.20% | +19.11% | +39.29% | -48.35% | +36.95% | -29.81% | +2.58% | +32.35% | -34.88% | -7.05% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | +1.28% | +1.83% | +9.71% | +0.49% | +1.30% | +15.17% | |||||||
| 2023 | +7.45% | -4.23% | -2.18% | +1.12% | -3.72% | +5.38% | +8.14% | -0.36% | -1.77% | +7.37% | +5.61% | -1.41% | +22.20% |
| 2022 | +11.90% | -0.20% | +5.28% | -2.90% | +6.57% | -9.87% | +11.43% | -0.82% | -12.62% | +11.68% | +4.60% | -3.70% | +19.11% |
| 2021 | +7.01% | +7.51% | +11.18% | +5.81% | +6.25% | +0.63% | +0.29% | -1.42% | -0.91% | +2.78% | -6.48% | +2.21% | +39.29% |
| 2020 | -3.62% | -10.80% | -53.94% | +33.76% | +8.10% | -14.19% | -5.46% | +0.19% | -9.17% | +2.79% | +21.45% | -2.11% | -48.35% |
| 2019 | +19.07% | -2.21% | +8.37% | +0.92% | -2.67% | +6.48% | +2.60% | -4.65% | +3.37% | -6.42% | -1.24% | +11.02% | +36.95% |
| 2018 | +7.09% | -6.62% | -15.81% | +16.82% | -6.90% | +0.15% | +5.98% | -7.00% | -3.47% | -9.29% | -0.89% | -10.52% | -29.81% |
| 2017 | +4.73% | +4.31% | -1.43% | +2.13% | -4.30% | +1.83% | +1.56% | -5.89% | +2.80% | -4.75% | +0.71% | +1.56% | +2.58% |
Drawdown analysis of FPL (First Trust New Opportunities MLP & Energy Fund)
The maximum drawdown for the FPL was -74.35%, occurring on Mar 23, 2020. This drawdown has not yet recovered.
The current FPL drawdown is -6.23%.
Since Mar 27, 2014 FPL 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: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -74.35% | May 5, 2014 | 1481 | Mar 23, 2020 | Ongoing | Ongoing | Ongoing |
| -1.19% | Apr 21, 2014 | 4 | Apr 25, 2014 | 4 | May 1, 2014 | 8 |
| -0.99% | Mar 31, 2014 | 1 | Apr 1, 2014 | 13 | Apr 21, 2014 | 14 |
| -0.20% | May 1, 2014 | 1 | May 2, 2014 | 1 | May 5, 2014 | 2 |