All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

šŸ“ˆ Total Real Returns

FDL: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

FDL real return snapshot: after CPI-U inflation, FDL returned +20.49% over the past year and +10.96% YTD, with dividends reinvested. Since Mar. 15, 2006, FDL is up +229.27% in real purchasing-power return, or +6.08%/yr, and is currently āˆ’3.14% below its real total-return high on Mar. 2, 2026.

Wed 2006-03-15šŸ’¬ to Wed 2026-05-27 YTD
Return 		1 Year
Return
FDL × 		+10.96%
2026-05-27 		+20.49%
2026-05-27
First Trust Morningstar Dividend Leaders Index Fund Exchange-Traded Fund

Returns

Wed 2006-03-15šŸ’¬ to Wed 2026-05-27 Overall
Return 		Exponential
Trendline
FDL × 		+229.27%
+6.08%/yr 		+7.14%/yr
(R2=0.848)
First Trust Morningstar Dividend Leaders Index Fund Exchange-Traded Fund

Growth of $10,000

Wed 2006-03-15šŸ’¬ to Wed 2026-05-27 Start
Value 		End
Value
FDL × 		$10,000.00
2006-03-15 		$32,927.02
2026-05-27
First Trust Morningstar Dividend Leaders Index Fund Exchange-Traded Fund

Annual Returns

Year FDL
2026 (YTD) +10.96%
2025 +11.79%
2024 +14.68%
2023 āˆ’0.40%
2022 +0.18%
2021 +17.81%
2020 āˆ’5.58%
2019 +21.63%
2018 āˆ’7.75%
2017 +9.70%
2016 +18.26%
2015 +1.88%
2014 +12.36%
2013 +20.86%
2012 +7.23%
2011 +11.11%
2010 +14.42%
2009 +10.43%
2008 āˆ’31.14%
2007 āˆ’14.47%
2006 +16.81%

Drawdowns

Wed 2006-03-15šŸ’¬ to Wed 2026-05-27 Current
Drawdown 		Worst
Drawdown
FDL × 		āˆ’3.14%
from 2026-03-02 peak 		āˆ’66.70%
2009-03-05
from 2007-05-18 peak
First Trust Morningstar Dividend Leaders Index Fund Exchange-Traded Fund

Rolling Returns

Period ending Wed 2026-05-27 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
FDL × 		+20.49% +35.76%
+16.46%/yr 		+56.84%
+16.16%/yr 		+47.62%
+8.10%/yr 		+111.99%
+7.80%/yr
First Trust Morningstar Dividend Leaders Index Fund Exchange-Traded Fund