Growth of $10,000 in FVD
First Trust Value Line Dividend Index Fund · First Trust
A $10,000 investment compounding at FVD’s trailing 10-year annualized total return of 8.8% would reach $54,522 in 20 years. The table shows every combination of averaging period and horizon; returns include dividends and are net of the fund's 0.62% expense ratio. Past performance does not predict future results.
Projection table
| Horizon | At 3-year avg (10.6%) | At 5-year avg (6.9%) | At 10-year avg (8.8%) |
|---|---|---|---|
| 5 years | $16,534 | $13,934 | $15,281 |
| 10 years | $27,338 | $19,416 | $23,350 |
| 15 years | $45,201 | $27,054 | $35,680 |
| 20 years | $74,736 | $37,697 | $54,522 |
| 25 years | $123,570 | $52,527 | $83,313 |
| 30 years | $204,314 | $73,191 | $127,307 |
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 FVD in the interactive calculator →
Frequently Asked Questions
What would $10,000 in FVD be worth in 10 years?
Compounding at its trailing 10-year annualized return of 8.8%, $10,000 in FVD would grow to about $23,350 in 10 years and $54,522 in 20 years. Real returns arrive unevenly, so treat this as an illustration of compounding, not a forecast.
What is FVD's average annual return?
As of Aug 7, 2026, FVD's annualized total returns were 10.6% over 3 years, 6.9% over 5 years, 8.8% over 10 years — dividends reinvested, net of its 0.62% expense ratio.