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First Trust Preferred Sec & Inc R3 (FPERX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.06+0.02 (+0.11%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.80%
5-year average return2.60%
Number of years up9
Number of years down3
Best 1-yr total return (5 May 2024)16.30%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return16.30%
Worst 3-yr total return-1.25%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFPERXCategory
YTD2.73%5.09%
1-month-1.07%1.29%
3-month1.29%3.60%
1-year12.64%19.60%
3-year-0.91%7.20%
5-year2.41%5.90%
10-year3.92%6.54%
Last bull market13.16%11.27%
Last bear market-8.25%-4.58%

Annual total return (%) history

Year
FPERXCategory
2024
N/AN/A
2023
5.28%N/A
2022
-12.22%N/A
2021
4.21%N/A
2020
5.69%4.83%
2019
16.21%17.63%
2018
-4.94%-5.49%
2017
10.80%9.78%
2016
5.51%5.66%
2015
4.91%3.18%
2014
10.58%11.44%
2013
-4.72%1.11%
2012
16.30%18.05%
2011
N/A2.26%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.84%N/AN/AN/A
2023-4.85%2.00%1.52%6.85%
2022-5.06%-8.25%-1.52%2.33%
20210.46%3.08%0.89%-0.25%
2020-16.45%12.94%4.97%6.70%
20196.21%3.31%2.87%2.96%
2018-1.43%-1.29%1.63%-3.87%
20173.91%3.54%1.69%1.27%
2016-0.25%2.92%3.73%-0.92%
20152.88%-0.07%0.02%2.02%
20145.24%3.45%0.40%1.17%
20132.79%-2.90%-5.37%0.88%
20126.84%3.60%3.83%1.19%
20112.00%-1.98%2.78%N/A

Rank in category (by total return)

YTD34
1-month40
3-month18
1-year15
3-year62
5-year55

Load adjusted returns

1-year12.64%
3-year-0.91%
5-year2.41%
10-year3.92%