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 | Jul-01-2014 | Jul-31-2014 |
| Start Price | $2,581.86 | $17.64 |
| End Date | Jul-01-2024 | Jul-03-2024 |
| End Price | $5,475.09 | $40.58 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Feb-01-2016 | Jul-31-2014 |
| Min Price | $2,503.97 | $17.64 |
| Max Date | Jul-01-2024 | Mar-28-2024 |
| Max Price | $5,475.09 | $41.94 |
| Total Return | 112.06% | 130.08% |
| Annualized Return | 7.74% | 8.61% |
| Current Value of $1,000 Purchase | $2,121 | $2,301 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 30.55% | 37.02% |
| Minimum Return | -25.54% | -22.65% |
| Maximum Return | 118.66% | 137.80% |
| Number Profitable Returns | 6,509 | 6,769 |
| Percent Profitable Returns | 89.66% | 93.24% |
| Number Unprofitable Returns | 751 | 491 |
| Percent Unprofitable Returns | 10.34% | 6.76% |
| Profitable to Unprofitable Returns Ratio | 8.67 | 13.79 |
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