What if you'd held FXU?
A $1,000 investment in First Trust Utilities AlphaDEX Fund (FXU) at the month-end close of 2007-05 would be worth $4,163 at the close of 2026-09 — +316.3% 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 | $722 | -27.8% |
| 2009 | $885 | +22.6% |
| 2010 | $977 | +10.4% |
| 2011 | $1,079 | +10.5% |
| 2012 | $1,117 | +3.5% |
| 2013 | $1,315 | +17.7% |
| 2014 | $1,650 | +25.5% |
| 2015 | $1,542 | -6.5% |
| 2016 | $1,891 | +22.6% |
| 2017 | $1,910 | +1.0% |
| 2018 | $2,014 | +5.4% |
| 2019 | $2,248 | +11.6% |
| 2020 | $2,283 | +1.5% |
| 2021 | $2,686 | +17.7% |
| 2022 | $2,786 | +3.7% |
| 2023 | $2,726 | -2.1% |
| 2024 | $3,340 | +22.5% |
| 2025 | $4,069 | +21.8% |
| 2026 | $4,296 | +5.6% |
Best and worst month-end to buy
The best single month-end close to have bought FXU was 2009-02 ($6.74): $1,000 then is $6,985 today. The worst was 2026-02 ($50.54): $1,000 then is $932.
FAQ
What would $1,000 in FXU be worth today?
A $1,000 investment in First Trust Utilities AlphaDEX Fund (FXU) at the start of 2007 would be worth about $4,163 today, a total return of +316.3%. Dividends are reinvested in these figures.
What were the best and worst years for FXU?
First Trust Utilities AlphaDEX Fund (FXU)'s strongest calendar year since 2007 was 2014, a +25.5% return — $1,000 held through that year became about $1,255 by year-end. Its weakest year was 2008, at -27.8%.
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 FXU have grown?
Investing $100 at the end of every month since 2007-05 would have grown to about $65,593 on $23,300 invested.
Did FXU 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. FXU trailed the S&P 500 by +42.8% 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 Utilities AlphaDEX Fund (FXU) 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.