Dividend EFTs Performance Guide: Compare Returns of S&P 500 and First Trust Value Line Dividend Index Fund (FVD)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for S&P 500 and FVD | ||
|---|---|---|
| S&P 500 | FVD | |
| Start Date | Jun-01-2014 | Jun-30-2014 |
| Start Price | $2,546.84 | $18.25 |
| End Date | Jun-01-2024 | Jun-28-2024 |
| End Price | $5,277.52 | $40.75 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Feb-01-2016 | Jul-31-2014 |
| Min Price | $2,503.97 | $17.64 |
| Max Date | Jun-01-2024 | Mar-28-2024 |
| Max Price | $5,277.52 | $41.94 |
| Total Return | 107.22% | 123.26% |
| Annualized Return | 7.49% | 8.29% |
| Current Value of $1,000 Purchase | $2,072 | $2,233 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 30.36% | 37.28% |
| Minimum Return | -25.54% | -22.65% |
| Maximum Return | 110.77% | 137.80% |
| Number Profitable Returns | 6,506 | 6,772 |
| Percent Profitable Returns | 89.61% | 93.28% |
| Number Unprofitable Returns | 754 | 488 |
| Percent Unprofitable Returns | 10.39% | 6.72% |
| Profitable to Unprofitable Returns Ratio | 8.63 | 13.88 |
FVD Performance Table and Chart
FVD Dividend Chart
FVD Dollar-cost Average
FVD Trendline Chart
FVD Moving Average Chart
FVD Stock Return Map - See Patterns of Gains and Losses
FVD Stock Returns/Purchase Dates