Wall Street RegretsThe regret calculator.

What if you'd held FTC?

A $1,000 investment in First Trust Large Cap Growth AlphaDEX Fund (FTC) at the month-end close of 2007-05 would be worth $6,711 at the close of 2026-08 — +571.1% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $5,036.

$1,000 since 2007$6,711Total return+571.1%Multiple6.7×CAGR+10.4%

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$6,711Gain+$5,711 (+571.1%)Multiple6.7×CAGR+10.4%

    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.

    2007$6,7112008$6,5822009$11,0852010$8,6042011$6,9602012$7,1642013$6,5112014$4,7242015$4,1332016$3,9622017$3,8622018$3,0822019$3,2802020$2,5602021$1,9202022$1,5432023$2,0122024$1,6662025$1,3162026$1,136

    Every year, $1,000 from 2007

    YearValue of $1,000Year return
    2007$1,000
    2008$594-40.6%
    2009$765+28.8%
    2010$946+23.6%
    2011$919-2.8%
    2012$1,011+10.0%
    2013$1,393+37.8%
    2014$1,593+14.3%
    2015$1,661+4.3%
    2016$1,704+2.6%
    2017$2,136+25.3%
    2018$2,007-6.0%
    2019$2,571+28.1%
    2020$3,428+33.3%
    2021$4,265+24.4%
    2022$3,272-23.3%
    2023$3,950+20.7%
    2024$5,001+26.6%
    2025$5,795+15.9%
    2026$6,582+13.6%

    Best and worst month-end to buy

    The best single month-end close to have bought FTC was 2009-02 ($14.39): $1,000 then is $12,610 today. The worst was 2026-06 ($194): $1,000 then is $936.

    FAQ

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

    A $1,000 investment in First Trust Large Cap Growth AlphaDEX Fund (FTC) at the start of 2007 would be worth about $6,711 today, a total return of +571.1%. Dividends are reinvested in these figures.

    What were the best and worst years for FTC?

    First Trust Large Cap Growth AlphaDEX Fund (FTC)'s strongest calendar year since 2007 was 2013, a +37.8% return — $1,000 held through that year became about $1,378 by year-end. Its weakest year was 2008, at -40.6%.

    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 FTC have grown?

    Investing $100 at the end of every month since 2007-05 would have grown to about $99,621 on $23,200 invested.

    Did FTC beat the S&P 500?

    Over the same period, $1,000 in the S&P 500 index would be worth $5,036. FTC beat the S&P 500 by +33.3% 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 Large Cap Growth AlphaDEX Fund (FTC) historical total-return data from 2007-05 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.