Growth of $10,000 in FDL
First Trust Morningstar Dividend Leaders Index Fund · First Trust
A $10,000 investment compounding at FDL’s trailing 10-year annualized total return of 11.1% would reach $82,384 in 20 years. The table shows every combination of averaging period and horizon; returns include dividends and are net of the fund's 0.43% expense ratio. Past performance does not predict future results.
Projection table
| Horizon | At 3-year avg (18.9%) | At 5-year avg (14.1%) | At 10-year avg (11.1%) |
|---|---|---|---|
| 5 years | $23,753 | $19,305 | $16,942 |
| 10 years | $56,423 | $37,268 | $28,703 |
| 15 years | $134,023 | $71,945 | $48,628 |
| 20 years | $318,351 | $138,889 | $82,384 |
| 25 years | $756,194 | $268,123 | $139,574 |
| 30 years | $1,796,221 | $517,608 | $236,465 |
Annualized total returns as of Aug 7, 2026, dividends reinvested. A constant rate is an illustration of compounding — real markets are far bumpier.
Want a different amount, horizon or a side-by-side fund comparison? Open FDL in the interactive calculator →
Frequently Asked Questions
What would $10,000 in FDL be worth in 10 years?
Compounding at its trailing 10-year annualized return of 11.1%, $10,000 in FDL would grow to about $28,703 in 10 years and $82,384 in 20 years. Real returns arrive unevenly, so treat this as an illustration of compounding, not a forecast.
What is FDL's average annual return?
As of Aug 7, 2026, FDL's annualized total returns were 18.9% over 3 years, 14.1% over 5 years, 11.1% over 10 years — dividends reinvested, net of its 0.43% expense ratio.