Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FYQZAX (FT 9270: Value Line Target 25 2Q ’21 – Term 7/8/22 – Cash) NA -3,544.04% nan% nan% NA NA NA
Data as of 04/25/2023, Common starting date is 05/13/2013
More Performance Analytics Comparison
Name Start Date End Date
FYQZAX (FT 9270: Value Line Target 25 2Q ’21 – Term 7/8/22 – Cash) 05/13/2013 04/25/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) -2.01 -3,544.04 nan nan NA NA NA 2.95 0.73 -25.43 18.00 41.91 -32.44 17.33 8.79 -19.39 11.32 -8.65
Sharpe Ratio NA 0.47 0.08 -0.13 NA NA NA 0.29 -0.01 -0.57 0.45 2.37 -0.96 1.20 0.51 -0.84 0.76 -0.46
Standard Deviation(%) NA 46.93 39.45 37.67 NA NA NA 15.82 49.30 44.92 39.44 17.12 35.09 13.94 16.84 23.19 14.93 28.64
Draw Down(%) NA 16.24 52.82 52.82 NA NA NA 6.81 32.24 40.49 36.37 10.50 46.21 12.55 12.67 25.24 12.63 23.34
Yield(%) 0.00 89.15 27.24 12.09 6.66 4.44 3.33 0.00 73.02 0.73 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 04/25/2023, Common starting date is 05/13/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FYQZAX (FT 9270: Value Line Target 25 2Q '21 – Term 7/8/22 – Cash) -11.75%
Sep 2018 – Sep 2021
-7.72%
Jun 2017 – Jun 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FYQZAX (FT 9270: Value Line Target 25 2Q '21 – Term 7/8/22 – Cash) 14.15%
Sep 2015 – Sep 2018
9.93%
Jan 2016 – Jan 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return