FTHY (FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND) ROE % Adjusted to Book Value: 9.43% (As of Nov. 2025)


FTHY FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND FTHY
26 GF Score
Price $13.67
! 6 Warning Signs
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What is FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND ROE % Adjusted to Book Value?

FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND FTHY +0.37% 26 ROE % Adjusted to Book Value is 9.43% as of Nov. 2025. GuruFocus rates FTHY with a GF Score™ of 26/100. The stock has 6 warning signs investors should review.

FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND's ROE % for the quarter that ended in Nov. 2025 was 8.96%. FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND's PB Ratio for the quarter that ended in Nov. 2025 was 0.95. FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND's ROE % Adjusted to Book Value for the quarter that ended in Nov. 2025 was 9.43%.

FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND ROE % Adjusted to Book Value Related Terms

FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND ROE % Adjusted to Book Value Historical Data

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The historical data trend for FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND's ROE % Adjusted to Book Value can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND ROE % Adjusted to Book Value Chart

FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND Annual Data
Trend May21 May22 May23 May24 May25
ROE % Adjusted to Book Value
11.12 -11.16 -3.68 10.40 8.49

FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND Semi-Annual Data
Nov20 May21 Nov21 May22 Nov22 May23 Nov23 May24 Nov24 May25 Nov25
ROE % Adjusted to Book Value Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only 14.38 7.04 11.89 4.79 9.43

FTHY vs BGB, ETO, EIM: ROE % Adjusted to Book Value Comparison

For the Asset Management subindustry, FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND's ROE % Adjusted to Book Value, along with its competitors' market caps and ROE % Adjusted to Book Value data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND ROE % Adjusted to Book Value vs Asset Management Industry

For the Asset Management industry and Financial Services sector, FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND's ROE % Adjusted to Book Value distribution charts can be found below:

* The bar in red indicates where FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND's ROE % Adjusted to Book Value falls into.


FTHY
26GF Score
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND FTHY
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
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FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND ROE % Adjusted to Book Value Calculation

FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND's ROE % Adjusted to Book Value for the fiscal year that ended in May. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=8.15% / 0.96
=8.49%

FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND's ROE % Adjusted to Book Value for the quarter that ended in Nov. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=8.96% / 0.95
=9.43%

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

What does a ROE % Adjusted to Book Value of 9.43% mean?
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND (FTHY) has a ROE % Adjusted to Book Value of 9.43% as of Nov. 2025. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND and its competitors.
Is FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND's ROE % Adjusted to Book Value too high?
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND's current ROE % Adjusted to Book Value is 9.43%. Overall, FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND has a GF Score™ of 26/100, reflecting its overall financial health beyond just this single metric.
How does FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND's ROE % Adjusted to Book Value compare to BGB and ETO?
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND's ROE % Adjusted to Book Value of 9.43% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % Adjusted to Book Value for an Asset Management company?
A good ROE % Adjusted to Book Value depends on the Asset Management industry context. However, ROE % Adjusted to Book Value should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROE % Adjusted to Book Value mean?
A high ROE % Adjusted to Book Value can signal that a stock is expensive relative to its fundamentals. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND and its competitors. FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND's current ROE % Adjusted to Book Value is 9.43%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND stock overvalued right now?
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND (FTHY) has a current ROE % Adjusted to Book Value of 9.43%. The current ROE % Adjusted to Book Value is 9.43%. FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND's overall GF Score™ is 26/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % Adjusted to Book Value calculated?
ROE % Adjusted to Book Value is calculated from a company's financial statements. For FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND (FTHY), the current ROE % Adjusted to Book Value is 9.43% as of Nov. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND Business Description

Address 120 East Liberty Drive, Suite 400, Wheaton, IL, USA, 60187
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND is a diversified, closed-end management investment company. The investment objective of the fund is to provide current income. The fund invests a majority of its managed assets in high-yield debt securities of any maturity that are rated below investment grade at the time of purchase or unrated securities. Its investment portfolio comprises corporate bonds and notes, senior floating-rate loan interests, foreign corporate bonds and notes, money market funds, and other instruments across various industries.
26GF Score

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ROE % Adjusted to Book Value is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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