Wall Street RegretsThe regret calculator.

What if you'd held FMF?

A $1,000 investment in First Trust Managed Futures Strategy Fund (FMF) at the month-end close of 2013-08 would be worth $1,301 at the close of 2026-08 — +30.1% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $4,720.

$1,000 since 2013$1,301Total return+30.1%Multiple1.3×CAGR+2.0%

Your scenario

Dates resolve to the nearest month-end close.
Leave empty for "held until today".
Invested at each month-end. Starts on the buy date.

Result

Worth$1,301Gain+$301 (+30.1%)Multiple1.3×CAGR+2.0%

    If you'd bought $1,000 at the start of each year

    Value of $1,000 invested on January 1 of each year, held to 2026-08, dividends included.

    2013$1,3012014$1,2292015$1,2542016$1,2632017$1,3172018$1,2952019$1,3302020$1,4032021$1,3282022$1,2822023$1,2182024$1,2202025$1,1282026$1,079

    Every year, $1,000 from 2013

    YearValue of $1,000Year return
    2013$1,000
    2014$980-2.0%
    2015$973-0.7%
    2016$933-4.1%
    2017$949+1.7%
    2018$924-2.6%
    2019$876-5.2%
    2020$926+5.7%
    2021$959+3.6%
    2022$1,010+5.2%
    2023$1,008-0.2%
    2024$1,090+8.2%
    2025$1,139+4.5%
    2026$1,229+7.9%

    Best and worst month-end to buy

    The best single month-end close to have bought FMF was 2020-02 ($35.37): $1,000 then is $1,423 today. The worst was 2026-04 ($51.35): $1,000 then is $980.

    FAQ

    What would $1,000 in FMF be worth today?

    A $1,000 investment in First Trust Managed Futures Strategy Fund (FMF) at the start of 2013 would be worth about $1,301 today, a total return of +30.1%. Dividends are reinvested in these figures.

    What were the best and worst years for FMF?

    First Trust Managed Futures Strategy Fund (FMF)'s strongest calendar year since 2013 was 2024, a +8.2% return — $1,000 held through that year became about $1,082 by year-end. Its weakest year was 2019, at -5.2%.

    Does the calculator include dividends and splits?

    Yes where available. Prices are adjusted for both stock splits and reinvested dividends (total return), the same measure brokerages use.

    How much would $100 per month in FMF have grown?

    Investing $100 at the end of every month since 2013-08 would have grown to about $19,497 on $15,700 invested.

    Did FMF beat the S&P 500?

    Over the same period, $1,000 in the S&P 500 index would be worth $4,720. FMF trailed the S&P 500 by +72.4% in total return.

    Is this investment advice?

    No. Wall Street Regrets is an entertainment and education tool. Every number is a historical calculation, not a prediction, and past performance never guarantees future results.

    Methodology

    First Trust Managed Futures Strategy Fund (FMF) historical total-return data from 2013-08 to 2026-08, reduced to month-end closes for the tables above.

    Returns use adjusted close prices from Yahoo Finance historical data — adjusted for stock splits and reinvested dividends — the same convention used by major brokerages. A "year" scenario invests $1,000 at the prior December's month-end close and values it at the latest available month-end close. Non-USD amounts are converted at historical month-end exchange rates (Yahoo Finance): to USD on the buy date and back to your currency at the latest rate, so the return reflects the currency move as well as the asset.

    Month-end resolution means intra-month extremes are not captured in tables; the calculator uses exact trading-day closes where daily data is available. Figures ignore taxes, fees, and the currency effects of non-USD listings. History is not a forecast. Wall Street Regrets is entertainment, not investment advice.

    Full methodology →

    What if you'd held…

    Data: adjusted close prices via Yahoo Finance. As of 2026-08. Not financial advice.