Annual ROA
16.29%
+4.73%+40.92%
November 30, 2024
Summary
- As of March 12, 2025, FGB annual return on assets is 16.29%, with the most recent change of +4.73% (+40.92%) on November 30, 2024.
- During the last 3 years, FGB annual ROA has fallen by -7.97% (-32.85%).
- FGB annual ROA is now -32.85% below its all-time high of 24.26%, reached on November 30, 2021.
Performance
FGB ROA Chart
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Highlights
High & Low
Earnings dates
ROA Formula
ROA = Net Income
Total Assets ✕ 100%
Total Assets ✕ 100%
FGB ROA Trends
| PeriodPeriod | AnnualAnnual | QuarterlyQuarterly |
|---|---|---|
| 1 y1 year | +40.9% | - |
| 3 y3 years | -32.9% | - |
| 5 y5 years | -32.9% | - |
FGB ROA Highs & Lows
| PeriodPeriod | Annual vs highAnnual vs high | Annual vs lowAnnual vs low | Quarter. vs highQuarter. vs high | Quarter. vs lowQuarter. vs low | |
|---|---|---|---|---|---|
| 3 y | 3-year | -32.9% | +368.8% | ||
| 5 y | 5-year | -32.9% | +368.8% | ||
| alltime | all time | -32.9% | +368.8% |
First Trust Specialty Finance And Financial Opportunities Fund ROA History
| Date | Annual | Quarterly |
|---|---|---|
| Nov 2024 | 16.29%(+40.9%) | - |
| Nov 2023 | 11.56%(-290.8%) | - |
| Date | Annual | Quarterly |
|---|---|---|
| Nov 2022 | -6.06%(-125.0%) | - |
| Nov 2021 | 24.26% | - |
FAQ
- What is First Trust Specialty Finance and Financial Opportunities Fund annual return on assets?
- What is the all time high annual ROA for First Trust Specialty Finance and Financial Opportunities Fund?
- What is First Trust Specialty Finance and Financial Opportunities Fund annual ROA year-on-year change?
What is First Trust Specialty Finance and Financial Opportunities Fund annual return on assets?
The current annual ROA of FGB is 16.29%
What is the all time high annual ROA for First Trust Specialty Finance and Financial Opportunities Fund?
First Trust Specialty Finance and Financial Opportunities Fund all-time high annual return on assets is 24.26%
What is First Trust Specialty Finance and Financial Opportunities Fund annual ROA year-on-year change?
Over the past year, FGB annual return on assets has changed by +4.73% (+40.92%)