FPEFX Performance — First Trust Preferred Securities and Income Fund

FPEFX

First Trust Preferred Securities and Income Fund

First Trust Series Fund

Average annual returns

Through 2025 · incl. N-PORT-derived 2025

1 year

9.08%

3 year

8.46%

5 year

3.29%

10 year

—

Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.

2020 onward derived from N-PORT monthly returns

81 months through April 30, 2026

Volatility (ann.)

5.19%

Sharpe

1.96

Sortino

4.57

Max drawdown

-17.44%

Best month

9.43%

Worst month

-15.90%

Beta vs VBTLX

0.69

Correlation

0.75

Derived from N-PORT monthly total returns; distinct from the prospectus returns above.

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.