Wall Street RegretsThe regret calculator.

What if you'd held FSZ?

A $1,000 investment in First Trust Switzerland AlphaDEX Fund (FSZ) at the month-end close of 2012-02 would be worth $3,586 at the close of 2026-08 — +258.6% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $5,644.

$1,000 since 2012$3,586Total return+258.6%Multiple3.6×CAGR+9.2%

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$3,586Gain+$2,586 (+258.6%)Multiple3.6×CAGR+9.2%

    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 2026-08, dividends included.

    2012$3,5862013$3,3702014$2,5912015$2,7602016$2,5912017$2,4972018$1,9022019$2,2432020$1,7822021$1,5662022$1,3032023$1,6312024$1,3442025$1,3702026$1,053

    Every year, $1,000 from 2012

    YearValue of $1,000Year return
    2012$1,000
    2013$1,301+30.1%
    2014$1,221-6.1%
    2015$1,301+6.5%
    2016$1,350+3.8%
    2017$1,772+31.3%
    2018$1,502-15.2%
    2019$1,891+25.9%
    2020$2,153+13.8%
    2021$2,587+20.2%
    2022$2,067-20.1%
    2023$2,507+21.3%
    2024$2,461-1.9%
    2025$3,202+30.1%
    2026$3,370+5.3%

    Best and worst month-end to buy

    The best single month-end close to have bought FSZ was 2012-05 ($19.98): $1,000 then is $4,150 today. The worst was 2026-02 ($84.50): $1,000 then is $981.

    FAQ

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

    A $1,000 investment in First Trust Switzerland AlphaDEX Fund (FSZ) at the start of 2012 would be worth about $3,586 today, a total return of +258.6%. Dividends are reinvested in these figures.

    What were the best and worst years for FSZ?

    First Trust Switzerland AlphaDEX Fund (FSZ)'s strongest calendar year since 2012 was 2017, a +31.3% return — $1,000 held through that year became about $1,313 by year-end. Its weakest year was 2022, at -20.1%.

    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 FSZ have grown?

    Investing $100 at the end of every month since 2012-02 would have grown to about $35,680 on $17,500 invested.

    Did FSZ beat the S&P 500?

    Over the same period, $1,000 in the S&P 500 index would be worth $5,644. FSZ trailed the S&P 500 by +36.5% 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 Switzerland AlphaDEX Fund (FSZ) historical total-return data from 2012-02 to 2026-08, reduced to month-end closes for the tables above.

    Returns use adjusted close prices from Yahoo Finance historical data — adjusted for stock splits and reinvested dividends — the same convention used by major brokerages. 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 (Yahoo Finance): 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 Yahoo Finance. As of 2026-08. Not financial advice.