FEPI Total Return Calculator
$10,000 since Oct 2023, with and without reinvesting · data through Oct 2026
Since Oct 2023, $10,000 became $16,327 reinvested (17.8% a year), or $14,907 taking the distributions as cash, $7,177 of it paid out along the way.
FEPI became
$16,327
S&P 500: $18,737
Return a year
17.8%
S&P 500: 23.3%
Payouts reinvested
$10,344
bought more shares
Worst drop
-11.5%
S&P 500: -7.6%
$10,000, Oct 2023 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | FEPI total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +2.6% | $3,071 | +11.7% |
| 2025 | +18.9% | $3,619 | +17.7% |
| 2024 | +15.7% | $3,181 | +24.9% |
| 2023 (part) | +15.7% | $472 | +14.1% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: FEPI total return
Data as of · Source: SmarterDividends data
- $10,000 invested in FEPI at the end of Oct 2023, with distributions reinvested, was worth $16,327 at the end of Oct 2026: 17.8% a year, against $18,737 (23.3% a year) in the S&P 500.
- Taking FEPI's distributions as cash instead of reinvesting them, the same $10,000 ended at $14,907, including $7,177 of cash received; reinvesting added $1,420.
- FEPI's best calendar year in that time was 2025 (18.9%) and its worst 2024 (15.7%), with distributions reinvested.
Cite this page
SmarterDividends, "FEPI Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/FEPI/total-return
FEPI total return questions
What is FEPI's total return since Oct 2023?
63% in total, or 17.8% a year, through Oct 2026 with distributions reinvested. The share price alone fell 23%.
How much of FEPI's return came from distributions?
About 100% of its yearly return since Oct 2023. Reinvesting them, rather than taking cash, left you $1,420 better off on a $10,000 start.
What was FEPI's worst year?
2024, at 15.7% with distributions reinvested (S&P 500: 24.9%). Its deepest fall from a peak, on month-end values, was -11.5%.
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.