FVD Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in FVD ten years ago, at the end of Oct 2016, was worth $23,897 at the end of Oct 2026 with every distribution reinvested: 9.1% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $51,957 reinvested (9.1% a year), or $40,934 taking the distributions as cash, $8,345 of it paid out along the way.
FVD became
$51,957
S&P 500: $72,756
Return a year
9.1%
S&P 500: 11.1%
Payouts reinvested
$11,172
bought more shares
Worst drop
-39.6%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | FVD total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +11.9% | $815 | +11.7% |
| 2025 | +8.2% | $1,092 | +17.7% |
| 2024 | +10.0% | $943 | +24.9% |
| 2023 | +4.1% | $913 | +26.2% |
| 2022 | −5.3% | $767 | −18.2% |
| 2021 | +25.1% | $700 | +28.7% |
| 2020 | −0.0% | $757 | +18.3% |
| 2019 | +26.5% | $643 | +31.2% |
| 2018 | −3.5% | $617 | −4.6% |
| 2017 | +12.4% | $542 | +21.7% |
| 2016 | +20.0% | $505 | +12.0% |
| 2015 | +1.2% | $465 | +1.2% |
| 2014 | +15.9% | $476 | +13.5% |
| 2013 | +26.8% | $390 | +32.3% |
| 2012 | +11.2% | $367 | +16.0% |
| 2011 | +8.9% | $307 | +1.9% |
| 2010 | +16.1% | $305 | +15.1% |
| 2009 | +19.1% | $261 | +26.4% |
| 2008 | −22.8% | $307 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: FVD total return
Data as of · Source: SmarterDividends data
- $10,000 invested in FVD at the end of Dec 2007, with distributions reinvested, was worth $51,957 at the end of Oct 2026: 9.1% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, FVD turned $10,000 into $23,897 with distributions reinvested, 9.1% a year.
- Over the 5 years to Oct 2026, FVD returned 6.6% a year with distributions reinvested (S&P 500: 12.0%).
- Taking FVD's distributions as cash instead of reinvesting them, the same $10,000 ended at $40,934, including $8,345 of cash received; reinvesting added $11,022.
- FVD's best calendar year in that time was 2013 (26.8%) and its worst 2008 (-22.8%), with distributions reinvested.
Cite this page
SmarterDividends, "FVD Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/FVD/total-return
FVD total return questions
If I invested $10,000 in FVD 10 years ago, how much would I have?
About $23,897 at the end of Oct 2026, with every distribution reinvested: 9.1% a year. Taking them as cash, you'd have shares worth $19,071 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is FVD's total return since Dec 2007?
420% in total, or 9.1% a year, through Oct 2026 with distributions reinvested. The share price alone rose 226%.
How much of FVD's return came from distributions?
About 29% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $11,022 better off on a $10,000 start.
What was FVD's worst year?
2008, at -22.8% with distributions reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -39.6%.
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.