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If You Invested in First Trust Energy Inc & Growth (FEN)

Management of Companies and Enterprises · Offices of Other Holding Companies · NYSE
Looking for the current price? See the FEN quote & overview
$1,000 invested 1 Year Ago
N/A
Trading since 2015-07-29
$1,000 invested 5 Years Ago
$1,156
+15.6% total 5.4% CAGR
Bought on Jul 28, 2021 at $13.84

What $1,000 or $10,000 in FEN Would Be Worth Now

Real historical value by amount invested and how long ago
If you invested 1 year ago 5 years ago 10 years ago Since Jul 29, 2015
$1,000 $1,156 +16% $1,234 +23% $1,211 +21%
$10,000 $11,565 +16% $12,344 +23% $12,110 +21%

Based on real historical closing prices, dividend- and split-adjusted, through 2024-05-03. Past performance does not guarantee future results.

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$1,000 Investment Over Time

FEN vs S&P 500

Year-by-Year Returns

FEN annual performance
Year Start Price End Price Annual Return Cumulative
2015 $13.21 $10.74 -18.7% -18.7%
2016 $10.92 $13.70 +25.5% +3.7%
2017 $13.86 $14.96 +8.0% +13.3%
2018 $15.32 $11.67 -23.8% -11.7%
2019 $12.10 $15.64 +29.3% +18.4%
2020 $15.58 $10.70 -31.3% -19.0%
2021 $10.76 $13.82 +28.4% +4.6%
2022 $14.47 $14.19 -1.9% +7.4%
2023 $13.87 $14.48 +4.4% +9.6%
2024 $14.66 $16.00 +9.1% +21.1%

About First Trust Energy Inc & Growth

Management of Companies and Enterprises · NYSE

Market Cap
$0.3B
Current Price
$16.00
View full FEN overview

Frequently Asked Questions

First Trust Energy Inc & Growth investment returns

How much would $1,000 invested in First Trust Energy Inc & Growth be worth today?

If you invested $1,000 in First Trust Energy Inc & Growth (FEN) 10 years ago on 2016-07-28, your investment would be worth $1,234 as of 2024-05-03, representing a +23.4% total return, growing at a compounded rate of 2.7% per year (CAGR).

Has First Trust Energy Inc & Growth outperformed the S&P 500?

Over the past 10 years, FEN returned +23.4% compared to +291.0% for the S&P 500, underperforming the benchmark by 267.6 percentage points.

What is First Trust Energy Inc & Growth's average annual return?

The compound annual growth rate (CAGR) of FEN over the past 10 years is 2.7%, growing at a compounded rate each year. Individual years vary significantly — FEN's best recent year was 2019 (+29.3%) and worst was 2020 (-31.3%).

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