★★★★ Based on a ranking of our entire coverage universe by highest ten year average annual return, First Trust Large Cap Value Alphadex Fund (FTA) ranks within the highest 50% of all stocks whose returns we have reviewed.
What has the average annual return been for FTA over the past ten years?
✔️Accepted answer:
The ten year FTA average annual return has been 8.09% 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 FTA 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 FTA average annual return calculation?
✔️Accepted answer:
The start date was 04/25/2014.
What end date was used in your FTA average annual return calculation?
✔️Accepted answer:
The end date was 04/24/2024.
If I had invested $10,000 into FTA ten years ago, how much would I have today?
✔️Accepted answer:
With dividends reinvested, as of 04/24/2024, you would have $21,779.12.
What does that work out to on a total return basis?
✔️Accepted answer:
The FTA ten year total return ending 04/24/2024 works out to 117.76%.
Also see:
FTA stock yearly return 2014
FTA stock yearly return 2015
FTA stock yearly return 2016
FTA stock yearly return 2017
FTA stock yearly return 2018
FTA stock yearly return 2019
FTA stock yearly return 2020
FTA stock yearly return 2021
FTA stock yearly return 2022
FTA stock yearly return 2023
FTA YTD return