
First Trust Intermediate Duration Preferred & Income Fund (FPF) Total Return Calculator
$10,000 since May 2013, with and without reinvesting · data through Oct 2026
$10,000 invested in First Trust Intermediate Duration Preferred & Income Fund (FPF) ten years ago, at the end of Oct 2016, was worth $15,526 at the end of Oct 2026 with every dividend reinvested: 4.5% a year, against $41,633 in the S&P 500. Since May 2013, $10,000 became $18,800 reinvested (4.8% a year), or $15,451 taking the dividends as cash, $9,204 of it paid out along the way.
FPF became
$18,800
S&P 500: $58,110
Return a year
4.8%
S&P 500: 14.0%
Payouts reinvested
$16,241
bought more shares
Worst drop
-35.7%
S&P 500: -23.9%
$10,000, May 2013 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | FPF total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −10.0% | $1,411 | +11.7% |
| 2025 | +13.1% | $1,776 | +17.7% |
| 2024 | +20.9% | $1,629 | +24.9% |
| 2023 | +5.3% | $1,212 | +26.2% |
| 2022 | −25.4% | $1,268 | −18.2% |
| 2021 | +8.6% | $1,189 | +28.7% |
| 2020 | +10.3% | $1,236 | +18.3% |
| 2019 | +28.3% | $1,122 | +31.2% |
| 2018 | −12.0% | $1,057 | −4.6% |
| 2017 | +15.9% | $1,060 | +21.7% |
| 2016 | +17.2% | $1,113 | +12.0% |
| 2015 | +1.6% | $859 | +1.2% |
| 2014 | +17.2% | $905 | +13.5% |
| 2013 (part) | −11.2% | $404 | +14.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: FPF total return
Data as of · Source: SmarterDividends data
- $10,000 invested in First Trust Intermediate Duration Preferred & Income Fund (FPF) at the end of May 2013, with dividends reinvested, was worth $18,800 at the end of Oct 2026: 4.8% a year, against $58,110 (14.0% a year) in the S&P 500.
- Over the 10 years to Oct 2026, FPF turned $10,000 into $15,526 with dividends reinvested, 4.5% a year.
- Over the 5 years to Oct 2026, FPF returned -1.1% a year with dividends reinvested (S&P 500: 12.0%).
- Taking FPF's dividends as cash instead of reinvesting them, the same $10,000 ended at $15,451, including $9,204 of cash received; reinvesting added $3,349.
- FPF's best calendar year in that time was 2019 (28.3%) and its worst 2022 (-25.4%), with dividends reinvested.
Cite this page
SmarterDividends, "First Trust Intermediate Duration Preferred & Income Fund (FPF) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/FPF/total-return
FPF total return questions
If I invested $10,000 in FPF 10 years ago, how much would I have?
About $15,526 at the end of Oct 2026, with every dividend reinvested: 4.5% a year. Taking them as cash, you'd have shares worth $6,906 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is FPF's total return since May 2013?
88% in total, or 4.8% a year, through Oct 2026 with dividends reinvested. The share price alone fell 38%.
How much of FPF's return came from dividends?
About 100% of its yearly return since May 2013. Reinvesting them, rather than taking cash, left you $3,349 better off on a $10,000 start.
What was FPF's worst year?
2022, at -25.4% with dividends reinvested (S&P 500: -18.2%). Its deepest fall from a peak, on month-end values, was -35.7%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.
