If You Invested in First Trust Energy Income and Growth Fund (FEN)
Looking for the current price? See the FEN quote & overviewWhat $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 Oct 26, 2015 |
|---|---|---|---|---|
| $1,000 | — | $1,086 +9% | $613 -39% | $621 -38% |
| $10,000 | — | $10,862 +9% | $6,126 -39% | $6,209 -38% |
Based on real historical closing prices adjusted for stock splits, without dividends, through 2024-05-03. Figures with dividends reinvest each cash dividend at the previous close less the dividend, before taxes. Past performance does not guarantee future results.
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Choose your own date and amount for FEN$1,000 Investment Over Time
FEN vs S&P 500Year-by-Year Returns
FEN annual performance| Year | Start Price | End Price | Annual Return | Cumulative |
|---|---|---|---|---|
| 2015 | $25.77 | $23.00 | -10.7% | -10.7% |
| 2016 | $23.00 | $26.54 | +15.4% | +3.0% |
| 2017 | $26.54 | $26.51 | -0.1% | +2.9% |
| 2018 | $26.51 | $18.72 | -29.4% | -27.4% |
| 2019 | $18.72 | $22.61 | +20.8% | -12.3% |
| 2020 | $22.61 | $10.70 | -52.7% | -58.5% |
| 2021 | $10.70 | $13.82 | +29.2% | -46.4% |
| 2022 | $13.82 | $14.19 | +2.7% | -44.9% |
| 2023 | $14.19 | $14.48 | +2.0% | -43.8% |
| 2024 | $14.48 | $16.00 | +10.5% | -37.9% |
About First Trust Energy Income and Growth Fund
NYSE
Frequently Asked Questions
First Trust Energy Income and Growth Fund investment returns
How much would $1,000 invested in First Trust Energy Income and Growth Fund be worth today?
If you invested $1,000 in First Trust Energy Income and Growth Fund (FEN) 10 years ago on 2016-10-24, your investment would be worth $613 as of 2024-05-03, a -38.7% price return without dividends, growing at a compounded rate of -6.3% per year (CAGR).
Has First Trust Energy Income and Growth Fund outperformed the S&P 500?
Over the past 10 years, FEN returned -38.7% compared to +253.7% for the S&P 500, underperforming the benchmark by 292.4 percentage points.
What is First Trust Energy Income and Growth Fund's average annual return?
The compound annual growth rate (CAGR) of FEN’s share price over the past 10 years is -6.3%, without dividends. Individual years vary a great deal, and FEN’s best recent full year was 2021 (+29.2%) while the worst was 2020 (-52.7%).
For informational and educational purposes only, not investment advice.
