FPEIX Performance — First Trust Preferred Securities and Income Fund

FPEIX

First Trust Preferred Securities and Income Fund

First Trust Series Fund

Average annual returns

Through 2025 · incl. N-PORT-derived 2025

1 year

9.47%

3 year

8.72%

5 year

3.55%

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.)

5.14%

Sharpe

2.04

Sortino

4.92

Max drawdown

-17.79%

Best month

9.52%

Worst month

-16.19%

Beta vs VBTLX

0.68

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.