Wall Street RegretsThe regret calculator.

What if you'd held FKU?

A $1,000 investment in First Trust United Kingdom AlphaDEX Fund (FKU) at the month-end close of 2012-02 would be worth $2,916 at the close of 2026-09 — +191.6% total return, dividends reinvested. The same $1,000 in the S&P 500, dividends reinvested, would be worth $7,351.

$1,000 since 2012$2,916Total return+191.6%Multiple2.9×CAGR+7.6%

Your scenario

Dates resolve to the nearest month-end close.
Leave empty for "held until today".
Invested at each month-end. Starts on the buy date.

Result

Worth$2,916Gain+$1,916 (+191.6%)Multiple2.9×CAGR+7.6%

    If you'd bought $1,000 at the start of each year

    Value of $1,000 invested on January 1 of each year, held to 2026-09, dividends included.

    2012$2,9162013$2,6452014$2,0212015$2,1522016$2,0552017$2,4642018$1,9582019$2,3372020$1,7592021$1,8712022$1,5522023$2,0462024$1,6962025$1,5702026$1,137

    Every year, $1,000 from 2012

    YearValue of $1,000Year return
    2012$1,000
    2013$1,309+30.9%
    2014$1,229-6.1%
    2015$1,287+4.7%
    2016$1,073-16.6%
    2017$1,350+25.8%
    2018$1,131-16.2%
    2019$1,504+32.9%
    2020$1,413-6.0%
    2021$1,704+20.5%
    2022$1,293-24.1%
    2023$1,559+20.6%
    2024$1,685+8.0%
    2025$2,325+38.0%
    2026$2,645+13.7%

    Best and worst month-end to buy

    The best single month-end close to have bought FKU was 2012-05 ($17.19): $1,000 then is $3,289 today. The worst was 2026-08 ($56.71): $1,000 then is $997.

    FAQ

    What would $1,000 in FKU be worth today?

    A $1,000 investment in First Trust United Kingdom AlphaDEX Fund (FKU) at the start of 2012 would be worth about $2,916 today, a total return of +191.6%. Dividends are reinvested in these figures.

    What were the best and worst years for FKU?

    First Trust United Kingdom AlphaDEX Fund (FKU)'s strongest calendar year since 2012 was 2025, a +38.0% return — $1,000 held through that year became about $1,380 by year-end. Its weakest year was 2022, at -24.1%.

    Does the calculator include dividends and splits?

    Yes where available. Prices are adjusted for both stock splits and reinvested dividends (total return), the same measure brokerages use.

    How much would $100 per month in FKU have grown?

    Investing $100 at the end of every month since 2012-02 would have grown to about $34,970 on $17,600 invested.

    Did FKU beat the S&P 500?

    Over the same period, $1,000 in the S&P 500 with dividends reinvested (the S&P 500 Total Return index) would be worth $7,351. FKU trailed the S&P 500 by +60.3% in total return.

    Is this investment advice?

    No. Wall Street Regrets is an entertainment and education tool. Every number is a historical calculation, not a prediction, and past performance never guarantees future results.

    Methodology

    First Trust United Kingdom AlphaDEX Fund (FKU) historical total-return data from 2012-02 to 2026-09, reduced to month-end closes for the tables above.

    Returns use adjusted close prices — adjusted for stock splits and reinvested dividends, the same convention used by major brokerages. End-of-day and live prices come from EODHD; parts of the deep historical series are carried over from Yahoo Finance data. A "year" scenario invests $1,000 at the prior December's month-end close and values it at the latest available month-end close. Non-USD amounts are converted at historical month-end exchange rates (EODHD): to USD on the buy date and back to your currency at the latest rate, so the return reflects the currency move as well as the asset.

    Month-end resolution means intra-month extremes are not captured in tables; the calculator uses exact trading-day closes where daily data is available. Figures ignore taxes, fees, and the currency effects of non-USD listings. History is not a forecast. Wall Street Regrets is entertainment, not investment advice.

    Full methodology →

    What if you'd held…

    Data: adjusted close prices via EODHD and Yahoo Finance. As of 2026-09-04. Not financial advice.