FDL Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in FDL ten years ago, at the end of Oct 2016, was worth $30,907 at the end of Oct 2026 with every distribution reinvested: 11.9% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $57,277 reinvested (9.7% a year), or $37,325 taking the distributions as cash, $10,592 of it paid out along the way.
FDL became
$57,277
S&P 500: $72,756
Return a year
9.7%
S&P 500: 11.1%
Payouts reinvested
$16,966
bought more shares
Worst drop
-54.9%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | FDL total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +24.8% | $1,449 | +11.7% |
| 2025 | +14.8% | $1,839 | +17.7% |
| 2024 | +18.0% | $1,931 | +24.9% |
| 2023 | +3.0% | $1,552 | +26.2% |
| 2022 | +6.7% | $1,148 | −18.2% |
| 2021 | +26.1% | $1,420 | +28.7% |
| 2020 | −4.3% | $1,110 | +18.3% |
| 2019 | +24.4% | $955 | +31.2% |
| 2018 | −6.0% | $804 | −4.6% |
| 2017 | +12.0% | $695 | +21.7% |
| 2016 | +20.7% | $590 | +12.0% |
| 2015 | +2.6% | $595 | +1.2% |
| 2014 | +13.2% | $533 | +13.5% |
| 2013 | +22.6% | $447 | +32.3% |
| 2012 | +9.1% | $448 | +16.0% |
| 2011 | +14.5% | $385 | +1.9% |
| 2010 | +16.1% | $331 | +15.1% |
| 2009 | +13.4% | $320 | +26.4% |
| 2008 | −31.1% | $414 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: FDL total return
Data as of · Source: SmarterDividends data
- $10,000 invested in FDL at the end of Dec 2007, with distributions reinvested, was worth $57,277 at the end of Oct 2026: 9.7% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, FDL turned $10,000 into $30,907 with distributions reinvested, 11.9% a year.
- Over the 5 years to Oct 2026, FDL returned 14.9% a year with distributions reinvested (S&P 500: 12.0%).
- Taking FDL's distributions as cash instead of reinvesting them, the same $10,000 ended at $37,325, including $10,592 of cash received; reinvesting added $19,952.
- FDL's best calendar year in that time was 2021 (26.1%) and its worst 2008 (-31.1%), with distributions reinvested.
Cite this page
SmarterDividends, "FDL Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/FDL/total-return
FDL total return questions
If I invested $10,000 in FDL 10 years ago, how much would I have?
About $30,907 at the end of Oct 2026, with every distribution reinvested: 11.9% a year. Taking them as cash, you'd have shares worth $20,225 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is FDL's total return since Dec 2007?
473% in total, or 9.7% a year, through Oct 2026 with distributions reinvested. The share price alone rose 167%.
How much of FDL's return came from distributions?
About 45% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $19,952 better off on a $10,000 start.
What was FDL's worst year?
2008, at -31.1% with distributions reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -54.9%.
How is total return calculated here?
From month-end prices: the adjusted price counts every distribution reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.