First Trust Preferred Etf Performance
| FPE Etf | USD 17.87 0.03 0.17% |
The etf shows a Beta (market volatility) of -0.056, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning First Trust are expected to decrease at a much lower rate. During the bear market, First Trust is likely to outperform the market.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in First Trust Preferred are ranked lower than 20 (%) of all global equities and portfolios over the last 90 days. In spite of rather weak basic indicators, First Trust may actually be approaching a critical reversion point that can send shares even higher in August 2025. ...more
| In Threey Sharp Ratio | 0.25 |
First Trust Relative Risk vs. Return Landscape
If you would invest 1,669 in First Trust Preferred on April 7, 2025 and sell it today you would earn a total of 118.00 from holding First Trust Preferred or generate 7.07% return on investment over 90 days. First Trust Preferred is generating 0.1111% of daily returns assuming volatility of 0.4172% on return distribution over 90 days investment horizon. In other words, 3% of etfs are less volatile than First, and above 98% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
First Trust Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for First Trust's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as First Trust Preferred, and traders can use it to determine the average amount a First Trust's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2663
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Estimated Market Risk
| 0.42 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.27 actual daily | 20 80% of assets perform better |
Based on monthly moving average First Trust is performing at about 20% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of First Trust by adding it to a well-diversified portfolio.
First Trust Fundamentals Growth
First Etf prices reflect investors' perceptions of the future prospects and financial health of First Trust, and First Trust fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on First Etf performance.
| Price To Earning | 34.14 X | |||
| Price To Book | 0.88 X | |||
| Price To Sales | 3.57 X | |||
| Total Asset | 6.21 B | |||
About First Trust Performance
By analyzing First Trust's fundamental ratios, stakeholders can gain valuable insights into First Trust's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if First Trust has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if First Trust has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Under normal market conditions, the fund invests at least 80 percent of its net assets in preferred securities and income-producing debt securities . Preferred Securities is traded on NYSEARCA Exchange in the United States.| The fund retains about 13.65% of its assets under management (AUM) in fixed income securities |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in First Trust Preferred. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in american community survey. You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.
The market value of First Trust Preferred is measured differently than its book value, which is the value of First that is recorded on the company's balance sheet. Investors also form their own opinion of First Trust's value that differs from its market value or its book value, called intrinsic value, which is First Trust's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because First Trust's market value can be influenced by many factors that don't directly affect First Trust's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between First Trust's value and its price as these two are different measures arrived at by different means. Investors typically determine if First Trust is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, First Trust's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.