All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
FDL real return snapshot: after CPI-U inflation, FDL returned +22.52% over the past year and +17.65% YTD, with dividends reinvested. Since Mar. 15, 2006, FDL is up +249.11% in real purchasing-power return, or +6.31%/yr, and is currently at its real total-return high.
Data ending Fri Aug. 14, 2026
| Wed 2006-03-15💬 to Fri 2026-08-14 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FDL × |
+249.11%
+6.31%/yr |
+7.18%/yr
R2=0.853 |
||||
| First Trust Morningstar Dividend Leaders Index Fund Exchange-Traded Fund | ||||||
| Wed 2006-03-15💬 to Fri 2026-08-14 |
Start
Value |
End
Value |
|---|---|---|
| FDL × |
$10,000.00
2006-03-15 |
$34,910.60
2026-08-14 |
| YTD | YoY | |
|---|---|---|
| FDL × | +17.65% | +22.52% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| FDL × |
—
on 2026-08-14 |
−66.70%
on 2009-03-05 from 2007-05-18 peak |
| Period ending Fri 2026-08-14 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| FDL × | +22.52% |
+36.08% +16.65%/yr |
+57.88% +16.44%/yr |
+57.88% +9.56%/yr |
+110.26% +7.71%/yr |
| Year | FDL |
|---|---|
| 2026 (YTD) | +17.65% |
| 2025 | +11.79% |
| 2024 | +14.68% |
| 2023 | −0.40% |
| 2022 | +0.18% |
| 2021 | +17.81% |
| 2020 | −5.58% |
| 2019 | +21.63% |
| 2018 | −7.75% |
| 2017 | +9.70% |
| 2016 | +18.26% |
| 2015 | +1.88% |
| 2014 | +12.35% |
| 2013 | +20.86% |
| 2012 | +7.23% |
| 2011 | +11.11% |
| 2010 | +14.42% |
| 2009 | +10.43% |
| 2008 | −31.14% |
| 2007 | −14.47% |
| 2006 | +16.81% |