FPF (First Trust Inter Dur Pref&ome Fund) 3-Year RORE % : 154.75% (As of Oct. 2025)


FPF First Trust Inter Dur Pref& Income Fund FPF
31 GF Score
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What is First Trust Inter Dur Pref&ome Fund 3-Year RORE %?

First Trust Inter Dur Pref&ome Fund FPF +0.22% 31 3-Year RORE % is 154.75 as of Oct. 2025. GuruFocus rates FPF with a GF Score™ of 31/100. The stock has 9 warning signs investors should review. Among 1,533 Asset Management companies, First Trust Inter Dur Pref&ome Fund ranks better than 90.08% on this metric.

Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments. First Trust Inter Dur Pref&ome Fund's 3-Year RORE % for the quarter that ended in Oct. 2025 was 154.75%.

The industry rank for First Trust Inter Dur Pref&ome Fund's 3-Year RORE % or its related term are showing as below:

FPF's 3-Year RORE % is ranked better than
90.08% of 1533 companies
in the Asset Management industry
Industry Median: 12.05 vs FPF: 154.75

First Trust Inter Dur Pref&ome Fund  (NYSE:FPF) 3-Year RORE % Explanation

Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.

There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 3-year period is chosen.

Be Aware

Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.


First Trust Inter Dur Pref&ome Fund 3-Year RORE % Related Terms


First Trust Inter Dur Pref&ome Fund 3-Year RORE % Historical Data

* Premium members only.

The historical data trend for First Trust Inter Dur Pref&ome Fund's 3-Year RORE % 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 Inter Dur Pref&ome Fund 3-Year RORE % Chart

First Trust Inter Dur Pref&ome Fund Annual Data
Trend Oct17 Oct18 Oct19 Oct20 Oct21 Oct22 Oct23 Oct24 Oct25
3-Year RORE %
Get a 7-Day Free Trial Premium Member Only 25.69 81.30 71.38 -181.49 154.75

First Trust Inter Dur Pref&ome Fund Semi-Annual Data
Oct17 Apr18 Oct18 Apr19 Oct19 Apr20 Oct20 Apr21 Oct21 Apr22 Oct22 Apr23 Oct23 Apr24 Oct24 Apr25 Oct25
3-Year RORE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 71.38 -76.22 -181.49 -149.30 154.75

FPF vs EVV, AOD, GSBD: 3-Year RORE % Comparison

For the Asset Management subindustry, First Trust Inter Dur Pref&ome Fund's 3-Year RORE %, along with its competitors' market caps and 3-Year RORE % 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 Inter Dur Pref&ome Fund 3-Year RORE % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, First Trust Inter Dur Pref&ome Fund's 3-Year RORE % distribution charts can be found below:

* The bar in red indicates where First Trust Inter Dur Pref&ome Fund's 3-Year RORE % falls into.


FPF
31GF Score
First Trust Inter Dur Pref& Income Fund FPF
3-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
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First Trust Inter Dur Pref&ome Fund 3-Year RORE % Calculation

First Trust Inter Dur Pref&ome Fund's 3-Year RORE % for the quarter that ended in Oct. 2025 is calculated as:

3-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 3-year -Cumulative Dividends per Share for 3-year )
=( 1.97--0.39 )/( 6.13-4.605 )
=2.36/1.525
=154.75 %

* 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.

In the calculation of 3-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Oct. 2025 and 3-year before.

Frequently Asked Questions Learn more about 3-Year RORE % →
What does a 3-Year RORE % of 154.75 mean?
First Trust Inter Dur Pref&ome Fund (FPF) has a 3-Year RORE % of 154.75 as of Oct. 2025. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on First Trust Inter Dur Pref&ome Fund and its competitors. According to the industry distribution chart, First Trust Inter Dur Pref&ome Fund ranks #152 out of 1533 companies in the Asset Management industry, placing it in the top 9.9%.
Is First Trust Inter Dur Pref&ome Fund's 3-Year RORE % too high?
First Trust Inter Dur Pref&ome Fund's current 3-Year RORE % is 154.75. The Asset Management industry median 3-Year RORE % is 12.05. First Trust Inter Dur Pref&ome Fund's value of 154.75 is 1184.2% above this industry median. Based on the distribution chart, First Trust Inter Dur Pref&ome Fund ranks #152 out of 1533 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, First Trust Inter Dur Pref&ome Fund has a GF Score™ of 31/100, reflecting its overall financial health beyond just this single metric.
How does First Trust Inter Dur Pref&ome Fund's 3-Year RORE % compare to EVV and AOD?
According to the Asset Management industry distribution chart, First Trust Inter Dur Pref&ome Fund ranks #152 out of 1533 companies for 3-Year RORE %. This places First Trust Inter Dur Pref&ome Fund in the top 10% of its industry — outperforming the majority of peers. The industry median 3-Year RORE % is 12.05. First Trust Inter Dur Pref&ome Fund's value of 154.75 is 1184.2% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year RORE % for an Asset Management company?
The median 3-Year RORE % among Asset Management companies is 12.05, based on 1,533 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year RORE % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. First Trust Inter Dur Pref&ome Fund's current 3-Year RORE % of 154.75 is 1184.2% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year RORE % mean?
A high 3-Year RORE % can signal that a stock is expensive relative to its fundamentals. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on First Trust Inter Dur Pref&ome Fund and its competitors. For the Asset Management industry, the median 3-Year RORE % is 12.05 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. First Trust Inter Dur Pref&ome Fund's current 3-Year RORE % is 154.75. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is First Trust Inter Dur Pref&ome Fund stock overvalued right now?
First Trust Inter Dur Pref&ome Fund (FPF) has a current 3-Year RORE % of 154.75. The current 3-Year RORE % is 154.75 and 1184.2% above the Asset Management industry median of 12.05. First Trust Inter Dur Pref&ome Fund's overall GF Score™ is 31/100 with 9 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year RORE % calculated?
3-Year RORE % is calculated from a company's financial statements. For First Trust Inter Dur Pref&ome Fund (FPF), the current 3-Year RORE % is 154.75 as of Oct. 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 Inter Dur Pref&ome Fund Business Description

Address 120 East Liberty Drive, Suite 400, Wheaton, IL, USA, 60187
First Trust Inter Dur Pref& Income Fund is a diversified, closed-end management investment company. Its primary investment objective is to seek a high level of current income. Further, it has a secondary objective of capital appreciation. The Fund invests in the traditional preferred securities, hybrid preferred securities, floating rate & fixed-to-floating rate preferred securities, debt securities, convertible securities, and contingent convertible securities issued by U.S. and non-U.S. companies. Its investment portfolio includes industries such as Banks, Insurance, Capital Markets, Electric Utilities, Oil, Gas & Consumable Fuels, Food Products, and others.
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3-Year RORE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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