Baker's Dozen UITs - Historical Performance Summary

In January 2013, First Trust Portfolios sponsored the first of the annual Baker's Dozen unit investment trusts (UITs). In August 2015, First Trust launched the first mid-year Baker's Dozen UIT and the second mid-year UIT in August 2016. Beginning in April 2017, First Trust launched the first of the Baker's Dozen UIT monthly portfolios.

You can see performance of the current Baker's Dozen UITs here.

UIT Performance: 2013 - 2016

Returns for the Sabrient Baker's Dozen UITs are shown two ways: (1) with transactional fees included and (2) without transactional fees included.

Data source for performance: First Trust Portfolios.