What has the average annual return been for FPA over the past ten years?
✔️Accepted answer:
The ten year FPA average annual return has been 1.90% with dividends reinvested.
When you say 'with dividends reinvested' what does that mean?
✔️Accepted answer:
That means that each time the stock goes ex-dividend, the average annual return calculation then factors in how that dividend amount could have been reinvested into more shares of FPA at the then-current price — often this is referred to as 'compounding' and is very important when considering average annual return over a long period like a full decade.
What start date was used in your FPA average annual return calculation?
✔️Accepted answer:
The start date was 04/22/2014.
What end date was used in your FPA average annual return calculation?
✔️Accepted answer:
The end date was 04/18/2024.
If I had invested $10,000 into FPA ten years ago, how much would I have today?
✔️Accepted answer:
With dividends reinvested, as of 04/18/2024, you would have $12,070.34.
What does that work out to on a total return basis?
✔️Accepted answer:
The FPA ten year total return ending 04/18/2024 works out to 20.70%.
Also see:
FPA stock yearly return 2014
FPA stock yearly return 2015
FPA stock yearly return 2016
FPA stock yearly return 2017
FPA stock yearly return 2018
FPA stock yearly return 2019
FPA stock yearly return 2020
FPA stock yearly return 2021
FPA stock yearly return 2022
FPA stock yearly return 2023
FPA YTD return