★★★★ Based on a ranking of our entire coverage universe by highest ten year average annual return, First Trust Small Cap Core Alphadex Fund (FYX) ranks within the highest 50% of all stocks whose returns we have reviewed.
What has the average annual return been for FYX over the past ten years?
✔️Accepted answer:
The ten year FYX average annual return has been 7.67% 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 FYX 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 FYX average annual return calculation?
✔️Accepted answer:
The start date was 04/25/2014.
What end date was used in your FYX average annual return calculation?
✔️Accepted answer:
The end date was 04/24/2024.
If I had invested $10,000 into FYX ten years ago, how much would I have today?
✔️Accepted answer:
With dividends reinvested, as of 04/24/2024, you would have $20,947.06.
What does that work out to on a total return basis?
✔️Accepted answer:
The FYX ten year total return ending 04/24/2024 works out to 109.44%.
Also see:
FYX stock yearly return 2014
FYX stock yearly return 2015
FYX stock yearly return 2016
FYX stock yearly return 2017
FYX stock yearly return 2018
FYX stock yearly return 2019
FYX stock yearly return 2020
FYX stock yearly return 2021
FYX stock yearly return 2022
FYX stock yearly return 2023
FYX YTD return