Growth of $10,000 in UCON
First Trust Smith Unconstrained Bond ETF · First Trust
A $10,000 investment compounding at UCON’s trailing 5-year annualized total return of 2.7% would reach $17,171 in 20 years. The table shows every combination of averaging period and horizon; returns include dividends and are net of the fund's 0.86% expense ratio. Past performance does not predict future results.
Projection table
| Horizon | At 3-year avg (5.5%) | At 5-year avg (2.7%) |
|---|---|---|
| 5 years | $13,039 | $11,447 |
| 10 years | $17,001 | $13,104 |
| 15 years | $22,167 | $15,000 |
| 20 years | $28,902 | $17,171 |
| 25 years | $37,685 | $19,656 |
| 30 years | $49,136 | $22,500 |
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 UCON in the interactive calculator →
Frequently Asked Questions
What would $10,000 in UCON be worth in 10 years?
Compounding at its trailing 5-year annualized return of 2.7%, $10,000 in UCON would grow to about $13,104 in 10 years and $17,171 in 20 years. Real returns arrive unevenly, so treat this as an illustration of compounding, not a forecast.
What is UCON's average annual return?
As of Aug 7, 2026, UCON's annualized total returns were 5.5% over 3 years, 2.7% over 5 years — dividends reinvested, net of its 0.86% expense ratio.