FP

FIRST TRUST PREFERRED SECURITIES AND INCOME FUND CLASS R3

FPERX Mutual Fund
$18.91
-0.05 (-0.26%)
NAV as of Oct 14, 2026

Performance

1 Month
-1.7%
3 Months
-3.3%
YTD
-3.2%
1 Year
-1.6%
3 Year annualized
+7.8%
5 Year annualized
+1.2%

Price return, based on split- and dividend-adjusted closing prices.

Risk

Volatility 1-year annualized
3.3%
Largest decline max drawdown, last 5 years
-20.3%
Risk-adjusted return Sharpe ratio, 1-year
-0.49

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