(EIPI) First Trust - Performance 15.3% in 12m
Compare EIPI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
52.96%
#21 in Group
Rel. Strength
77.47%
#1801 in Universe
Total Return 12m
15.33%
#7 in Group
Total Return 5y
15.33%
#36 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: EIPI (15.3%) vs SPY (6.9%)
5y Drawdown (Underwater) Chart
Top Performers in Derivative Income
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| DIVO NYSE ARCA Amplify CWP Enhanced |
-5.41% | 7.08% | 82% | - | - | - | - | - |
| SIXH NYSE ARCA ETC 6 Meridian Hedged |
-1.01% | 9.93% | 65.4% | - | - | - | - | - |
| JEPI NYSE ARCA JPMorgan Equity Premium |
-6.18% | 3.73% | 63.9% | - | - | - | - | - |
| PUTW NYSE ARCA WisdomTree CBOE SP500 |
-6.36% | 3.92% | 68.9% | - | - | - | - | - |
| FTHI NASDAQ First Trust BuyWrite Income |
-6.07% | 4.66% | 64.8% | - | - | - | - | - |
| PBP NYSE ARCA Invesco SP500 BuyWrite |
-6.11% | 6.53% | 58.5% | - | - | - | - | - |
| XYLD NYSE ARCA Global X SP500 Covered |
-4.85% | 6.87% | 58.5% | - | - | - | - | - |
| KNG BATS FT Cboe Vest SP500 |
-4.3% | 0.55% | 67.6% | - | - | - | - | - |
Performance Comparison: EIPI vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for EIPI
| Total Return (including Dividends) | EIPI | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -5.83% | -8.16% | -8.16% |
| 3 Months | -3.02% | -12.80% | -12.80% |
| 12 Months | 15.33% | 6.85% | 6.85% |
| 5 Years | 15.33% | 100.40% | 100.40% |
| Trend Score (consistency of price movement) | EIPI | SPY | S&P 500 |
| 1 Month | -57.5% | -70.9% | -70.9% |
| 3 Months | -10.3% | -90.1% | -90.1% |
| 12 Months | 92.0% | 62.2% | 62.2% |
| 5 Years | 92.0% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #35 | 2.54% | 2.54% |
| 3 Month | #14 | 11.2% | 11.2% |
| 12 Month | #8 | 11.6% | 11.6% |
| 5 Years | #10 | 11.6% | 11.6% |
FAQs
Does EIPI First Trust outperforms the market?
Yes,
over the last 12 months EIPI made 15.33%, while its related Sector, the SPDR SP500 Trust (SPY) made 6.85%.
Over the last 3 months EIPI made -3.02%, while SPY made -12.80%.
Over the last 3 months EIPI made -3.02%, while SPY made -12.80%.
Performance Comparison EIPI vs Indeces and Sectors
EIPI vs. Indices EIPI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 2.24% | 2.33% | 13.7% | 8.48% |
| US NASDAQ 100 | QQQ | 3.26% | 3.58% | 14.8% | 8.55% |
| US Dow Jones Industrial 30 | DIA | 3.19% | 2.03% | 12.7% | 11.2% |
| German DAX 40 | DAX | 0.15% | 1.03% | -4.73% | -3.18% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.38% | -2.10% | 11.3% | 7.26% |
| Hongkong Hang Seng | HSI | -2.81% | -0.87% | 9.09% | -1.94% |
| India NIFTY 50 | INDA | -4.33% | -8.48% | 7.75% | 11.5% |
| Brasil Bovespa | EWZ | -3.71% | -4.57% | 8.40% | 25.2% |
EIPI vs. Sectors EIPI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.08% | 2.49% | 4.71% | 0.35% |
| Consumer Discretionary | XLY | 1.76% | 3.04% | 9.83% | 5.18% |
| Consumer Staples | XLP | -1.18% | -9.41% | 3.11% | 3.05% |
| Energy | XLE | -2.65% | 6.51% | 13.1% | 27.4% |
| Financial | XLF | 0.54% | 0.13% | 3.88% | -1.86% |
| Health Care | XLV | 2.22% | 2.39% | 14.6% | 16.9% |
| Industrial | XLI | 1.67% | 1.36% | 13.1% | 11.1% |
| Materials | XLB | -0.37% | 0.13% | 19.1% | 22.2% |
| Real Estate | XLRE | -1.15% | -2.48% | 11.0% | -0.30% |
| Technology | XLK | 4.51% | 5.74% | 21.4% | 15.6% |
| Utilities | XLU | -0.10% | -5.61% | 7.32% | -6.41% |
| Aerospace & Defense | XAR | 2.60% | -0.46% | 4.93% | -5.85% |
| Biotech | XBI | -1.13% | 6.76% | 25.7% | 22.5% |
| Homebuilder | XHB | -0.89% | 2.15% | 26.5% | 23.3% |
| Retail | XRT | -1.97% | -0.21% | 15.7% | 19.8% |