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

Total Real Returns

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

FDL real return snapshot: after CPI-U inflation, FDL returned +20.62% over the past year and +17.52% YTD, with dividends reinvested. Since Mar. 15, 2006, FDL is up +248.73% in real purchasing-power return, or +6.29%/yr, and is currently −1.13% below its real total-return high on Aug. 19, 2026.

Data ending Fri Sep. 4, 2026

Growth of $10,000

Wed 2006-03-15💬 to Fri 2026-09-04 Overall
Return
Exponential
Trendline
FDL
×
+248.73%
+6.29%/yr
+7.19%/yr
R2=0.854
First Trust Morningstar Dividend Leaders Index Fund Exchange-Traded Fund

Growth of $10,000 Summary

Wed 2006-03-15💬 to Fri 2026-09-04 Start
Value
End
Value
FDL
×
$10,000.00
2006-03-15
$34,873.08
2026-09-04

This Year’s Performance

through 2026-09-04

  YTD YoY
FDL
×
+17.52% +20.62%

Drawdowns

  Current
Drawdown
Worst
Drawdown
FDL
×
−1.13%
on 2026-09-04
from 2026-08-19 peak
−66.70%
on 2009-03-05
from 2007-05-18 peak

Rolling Returns

Period ending Fri 2026-09-04 1 yr 2 yr 3 yr 5 yr 10 yr
FDL
×
+20.62% +30.97%
+14.44%/yr
+58.29%
+16.54%/yr
+58.45%
+9.64%/yr
+110.11%
+7.71%/yr

Annual Returns

Year FDL
2026 (YTD) +17.52%
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%