FVD
First Trust Value Line Dividend Index Fund
ETF
$47.08+0.10 (+0.21%)Close Oct 2, 2026
Aug 27, 2003 – Oct 2, 2026, Dividends reinvested
- Final balance
- $74,956
- CAGR
- +9.11%
- Max drawdown
- −50.99%
- Sharpe ratio
- 0.62
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −5.69%
- 3M
- −4.17%
- 6M
- +0.57%
- YTD
- +3.91%
- 1Y
- +4.77%
- 3Y
- +11.14%
- 5Y
- +6.01%
- 10Y
- +8.16%
- 15Y
- +10.74%
- 20Y
- +8.44%
- Since 2003
- +9.11%
Metrics
Since 2003| Volatility | 16.23% |
|---|---|
| Sortino ratio | 0.87 |
| Calmar ratio | 0.18 |
| Best year, 2006 | +37.55% |
| Worst year, 2008 | −22.94% |
| Positive years | 17 of 22 |
| Longest drawdown | 3.7 years |
Worst drawdowns
Since 2003| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −51.0% | Jun 2007 | Mar 2009 | Mar 2011 | 3.7 years |
| −35.2% | Feb 2020 | Mar 2020 | Feb 2021 | 1 year |
| −16.4% | Apr 2022 | Oct 2022 | Mar 2024 | 1.9 years |
| −15.4% | May 2011 | Aug 2011 | Jan 2012 | 8 months |
| −12.9% | Sep 2018 | Dec 2018 | Feb 2019 | 5 months |
Annual returns
2003 from Aug 27 · 2026 through Oct 2