The ROE as of December 2024 (TTM) for First Trust Specialty Finance and Financial Opportunities Fund (FGB) is 29.58%

According to First Trust Specialty Finance and Financial Opportunities Fund’s latest financial reports and current stock price. The company's current ROE is 29.58%. This represents a change of 374.42% compared to the average of 6.24% of the last 4 quarters.

First Trust Specialty Finance and Financial Opportunities Fund (FGB) Historical ROE (quarterly & annually)

How has FGB ROE performed in the past?

The mean historical ROE of First Trust Specialty Finance and Financial Opportunities Fund over the last ten years is 0.12%. The current 29.58% ROE has changed 23.72% with respect to the historical average. Over the past ten years (40 quarters), FGB's ROE was at its highest in in the May 2020 quarter at 35.74%. The ROE was at its lowest in in the November 2022 quarter at -3.05%.

First Trust Specialty Finance and Financial Opportunities Fund (FGB) ROE by Quarter and Year

Discovering the peaks and valleys of First Trust Specialty Finance and Financial Opportunities Fund ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

First Trust Specialty Finance and Financial Opportunities Fund (FGB) Average ROE

How has FGB ROE performed in the past?

The current ROE of First Trust Specialty Finance and Financial Opportunities Fund (FGB) is less than than its 3-year, greater than its 5-year, and greater than its 10-year historical averages

First Trust Specialty Finance and Financial Opportunities Fund (FGB) ROE vs. Peers

How is FGB’s ROE compared to its peers?

First Trust Specialty Finance and Financial Opportunities Fund’s ROE is less than MFS High Income Municipal Trust (4.73%), less than MFS High Yield Municipal Trust (3.86%), less than BlackRock MuniHoldings Quality Fund II, Inc. (5.53%), greater than MFS Government Markets Income Trust (-0.50%), less than Virtus Convertible & Income 2024 Target Term Fund (21.86%), less than Pioneer Municipal High Income Fund, Inc. (18.03%), greater than Nuveen Short Duration Credit Opportunities Fund (-5.65%), less than Invesco High Income Trust II (20.46%), less than Angel Oak Financial Strategies Income Term Trust (3.48%), less than The Mexico Fund, Inc. (0%), less than BlackRock MuniYield Pennsylvania Quality Fund (10.72%), less than PIMCO New York Municipal Income Fund III (3.74%), less than The Swiss Helvetia Fund Inc. (3.43%), less than Nuveen Global High Income Fund (14.31%), less than Advent Convertible and Income Fund (14.19%), less than Nuveen Senior Income Fund (9.34%), greater than Blackstone/GSO Strategic Credit Fund (-4.71%), less than null (12.44%),

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