First Trust High Yield Opportunities 2027 Term Fund (FTHY) Total Return Calculator
$10,000 since Jun 2020, with and without reinvesting · data through Oct 2026
Since Jun 2020, $10,000 became $11,954 reinvested (2.9% a year), or $11,163 taking the dividends as cash, $4,719 of it paid out along the way.
FTHY became
$11,954
S&P 500: $26,678
Return a year
2.9%
S&P 500: 16.8%
Payouts reinvested
$6,374
bought more shares
Worst drop
-29.8%
S&P 500: -23.9%
$10,000, Jun 2020 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | FTHY total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +1.6% | $1,098 | +11.7% |
| 2025 | +7.8% | $1,194 | +17.7% |
| 2024 | +15.7% | $1,117 | +24.9% |
| 2023 | +14.6% | $916 | +26.2% |
| 2022 | −26.1% | $902 | −18.2% |
| 2021 | +7.7% | $849 | +28.7% |
| 2020 (part) | +3.4% | $298 | +22.3% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: FTHY total return
Data as of · Source: SmarterDividends data
- $10,000 invested in First Trust High Yield Opportunities 2027 Term Fund (FTHY) at the end of Jun 2020, with dividends reinvested, was worth $11,954 at the end of Oct 2026: 2.9% a year, against $26,678 (16.8% a year) in the S&P 500.
- Over the 5 years to Oct 2026, FTHY returned 1.2% a year with dividends reinvested (S&P 500: 12.0%).
- Taking FTHY's dividends as cash instead of reinvesting them, the same $10,000 ended at $11,163, including $4,719 of cash received; reinvesting added $790.
- FTHY's best calendar year in that time was 2024 (15.7%) and its worst 2022 (-26.1%), with dividends reinvested.
Cite this page
SmarterDividends, "First Trust High Yield Opportunities 2027 Term Fund (FTHY) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/FTHY/total-return
FTHY total return questions
What is FTHY's total return since Jun 2020?
20% in total, or 2.9% a year, through Oct 2026 with dividends reinvested. The share price alone fell 36%.
How much of FTHY's return came from dividends?
About 100% of its yearly return since Jun 2020. Reinvesting them, rather than taking cash, left you $790 better off on a $10,000 start.
What was FTHY's worst year?
2022, at -26.1% with dividends reinvested (S&P 500: -18.2%). Its deepest fall from a peak, on month-end values, was -29.8%.
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.