What if you'd held FXD?
A $1,000 investment in First Trust Cons. Discret. AlphaDEX (FXD) at the month-end close of 2007-05 would be worth $3,962 at the close of 2026-09 — +296.2% total return, dividends reinvested. The same $1,000 in the S&P 500, dividends reinvested, would be worth $7,275.
Your scenario
Result
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.
Every year, $1,000 from 2007
| Year | Value of $1,000 | Year return |
|---|---|---|
| 2007 | $1,000 | — |
| 2008 | $573 | -42.7% |
| 2009 | $901 | +57.1% |
| 2010 | $1,189 | +32.0% |
| 2011 | $1,200 | +0.9% |
| 2012 | $1,387 | +15.6% |
| 2013 | $1,987 | +43.3% |
| 2014 | $2,218 | +11.6% |
| 2015 | $2,131 | -3.9% |
| 2016 | $2,242 | +5.2% |
| 2017 | $2,685 | +19.8% |
| 2018 | $2,374 | -11.6% |
| 2019 | $2,949 | +24.2% |
| 2020 | $3,332 | +13.0% |
| 2021 | $4,088 | +22.7% |
| 2022 | $3,207 | -21.6% |
| 2023 | $3,957 | +23.4% |
| 2024 | $4,375 | +10.6% |
| 2025 | $4,668 | +6.7% |
| 2026 | $4,689 | +0.5% |
Best and worst month-end to buy
The best single month-end close to have bought FXD was 2009-02 ($6.84): $1,000 then is $10,009 today. The worst was 2026-07 ($70.79): $1,000 then is $967.
FAQ
What would $1,000 in FXD be worth today?
A $1,000 investment in First Trust Cons. Discret. AlphaDEX (FXD) at the start of 2007 would be worth about $3,962 today, a total return of +296.2%. Dividends are reinvested in these figures.
What were the best and worst years for FXD?
First Trust Cons. Discret. AlphaDEX (FXD)'s strongest calendar year since 2007 was 2009, a +57.1% return — $1,000 held through that year became about $1,571 by year-end. Its weakest year was 2008, at -42.7%.
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 FXD have grown?
Investing $100 at the end of every month since 2007-05 would have grown to about $61,596 on $23,300 invested.
Did FXD 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 $7,275. FXD trailed the S&P 500 by +45.5% 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 Cons. Discret. AlphaDEX (FXD) historical total-return data from 2007-05 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.
What if you'd held…
Data: adjusted close prices via EODHD and Yahoo Finance. As of 2026-09-04. Not financial advice.