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Nasdaq - Delayed Quote USD
First Trust Preferred Sec & Inc I (FPEIX)
19.40
-0.20
(-1.02%)
At close: April 4 at 8:00:55 PM EDT
Fund Summary
The fund seeks to achieve its investment objective by investing, under normal market conditions, at least 80% of its net assets (including investment borrowings) in preferred securities and other securities with similar economic characteristics.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 16.90% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 10 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -0.80% |
| 5y Average Return | 6.87% |
| Rank in Category (ytd) | 45 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.69 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FPEIX | Category Average | FPEIX | Category Average | FPEIX | Category Average | |
| Alpha | 1.66 | 0.03 | 6.66 | 0.04 | 3.26 | 0.04 |
| BETA | 0.69 | 0.01 | 0.8 | 0.01 | 0.72 | 0.01 |
| Mean Annual Return | 0.3 | 0.01 | 0.59 | 0.01 | 0.41 | 0.01 |
| R-squared | 29.26 | 0.08 | 29.74 | 0.11 | 16.56 | 0.1 |
| Standard Deviation | 9.8 | 0.13 | 9.2 | 0.1 | 8.79 | 0.07 |
| Sharpe Ratio | -0.09 | 0.01 | 0.47 | 0.01 | 0.34 | 0.01 |
| Treynor Ratio | -2.07 | 0.07 | 5.1 | 0.06 | 3.72 | 0.08 |
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