Nasdaq - Delayed Quote USD
First Trust Preferred Sec & Inc R3 (FPERX)
19.27
-0.01
(-0.05%)
At close: 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 | 16.30% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 10 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 0.64% |
| 5y Average Return | 4.12% |
| Rank in Category (ytd) | 55 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.68 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FPERX | Category Average | FPERX | Category Average | FPERX | Category Average | |
| Alpha | 0.66 | 0.03 | 3.87 | 0.04 | 2.44 | 0.04 |
| BETA | 0.68 | 0.01 | 0.72 | 0.01 | 0.72 | 0.01 |
| Mean Annual Return | 0.3 | 0.01 | 0.36 | 0.01 | 0.35 | 0.01 |
| R-squared | 26.66 | 0.08 | 29.11 | 0.11 | 16.69 | 0.1 |
| Standard Deviation | 9.67 | 0.13 | 8.31 | 0.1 | 8.75 | 0.07 |
| Sharpe Ratio | -0.1 | 0.01 | 0.18 | 0.01 | 0.25 | 0.01 |
| Treynor Ratio | -2.21 | 0.07 | 1.67 | 0.06 | 2.59 | 0.08 |
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