Dividend EFTs Performance Guide: Compare Returns to S&P 500First Trust Morningstar Dividend Leaders Index Fund (FDL)

Dividend EFTs Performance Guide: Compare Returns of S&P 500 and First Trust Morningstar Dividend Leaders Index Fund (FDL)

Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.

Compare Returns for S&P 500 and FDL
S&P 500FDL
Start DateJul-01-2014Jul-31-2014
Start Price$2,581.86$15.75
End DateJul-01-2024Jul-12-2024
End Price$5,475.09$39.07
Number Monthly Prices121121
Min DateFeb-01-2016Aug-31-2015
Min Price$2,503.97$15.48
Max DateJul-01-2024Jul-12-2024
Max Price$5,475.09$39.07
Total Return112.06%148.11%
Annualized Return7.74%9.43%
Current Value of $1,000 Purchase$2,121$2,481
Number Returns7,2607,260
Average Return30.55%37.79%
Minimum Return-25.54%-30.59%
Maximum Return118.66%152.39%
Number Profitable Returns6,5096,680
Percent Profitable Returns89.66%92.01%
Number Unprofitable Returns751580
Percent Unprofitable Returns10.34%7.99%
Profitable to Unprofitable Returns Ratio8.6711.52




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FDL Performance Table and Chart

FDL Dividend Chart

FDL Dollar-cost Average

FDL Trendline Chart

FDL Moving Average Chart

FDL Stock Return Map - See Patterns of Gains and Losses

FDL Stock Returns/Purchase Dates