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 +29.32% over the past year and +21.66% YTD, with dividends reinvested. Since Mar. 15, 2006, FDL is up +261.02% in real purchasing-power return, or +6.42%/yr, and is currently at its real total-return high.

Data ending Wed Nov. 4, 2026

Growth of $10,000

Wed 2006-03-15💬 to Wed 2026-11-04 Overall
Return
Exponential
Trendline
FDL
×
+261.02%
+6.42%/yr
+7.22%/yr
R2=0.858
First Trust Morningstar Dividend Leaders Index Fund Exchange-Traded Fund

Growth of $10,000 Summary

Wed 2006-03-15💬 to Wed 2026-11-04 Start
Value
End
Value
FDL
×
$10,000.00
2006-03-15
$36,102.03
2026-11-04

This Year’s Performance

through 2026-11-04

  YTD YoY
FDL
×
+21.66% +29.32%

Drawdowns

  Current
Drawdown
Worst
Drawdown
FDL
×
—
on 2026-11-04
−66.70%
on 2009-03-05
from 2007-05-18 peak

Rolling Returns

Period ending Wed 2026-11-04 1 yr 2 yr 3 yr 5 yr 10 yr
FDL
×
+29.32% +33.91%
+15.72%/yr
+70.15%
+19.38%/yr
+65.40%
+10.59%/yr
+128.97%
+8.64%/yr

Annual Returns

Year FDL
2026 (YTD) +21.66%
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 +12.36%
2013 +20.86%
2012 +7.23%
2011 +11.11%
2010 +14.42%
2009 +10.43%
2008 −31.14%
2007 −14.46%
2006 +16.81%