All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

DGRO,RDVY: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2014-06-12? to Fri 2025-06-06 YTD
Return
TRR
Price
DGRO
×
+1.05%
2025-06-06
2.415 TRR
2025-06-06
iShares Core Dividend Growth ETF Exchange-Traded Fund
RDVY
×
+2.45%
2025-06-06
2.725 TRR
2025-06-06
First Trust Rising Dividend Achievers ETF NASDAQ Exchange-Traded Fund

Returns

Thu 2014-06-12? to Fri 2025-06-06 Overall
Return
Exponential
Trendline
DGRO
×
+141.47%
+8.36%/yr
+8.61%/yr
(R2=0.925)
iShares Core Dividend Growth ETF Exchange-Traded Fund
RDVY
×
+168.27%
+9.40%/yr
+9.68%/yr
(R2=0.897)
First Trust Rising Dividend Achievers ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2014-06-12? to Fri 2025-06-06 Start
Value
End
Value
DGRO
×
$10,000.00
2014-06-12
$24,146.81
2025-06-06
iShares Core Dividend Growth ETF Exchange-Traded Fund
RDVY
×
$10,000.00
2014-06-12
$26,826.71
2025-06-06
First Trust Rising Dividend Achievers ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year DGRO RDVY
2025 (YTD) +1.05% +2.45%
2024 +13.36% +13.15%
2023 +6.88% +16.48%
2022 −13.50% −18.54%
2021 +18.33% +22.52%
2020 +8.01% +11.95%
2019 +26.97% +34.63%
2018 −4.19% −11.60%
2017 +20.45% +20.19%
2016 +12.18% +19.41%
2015 −1.40% −3.71%
2014 +10.07% +9.84%

Drawdowns

Thu 2014-06-12? to Fri 2025-06-06 Current
Drawdown
Worst
Drawdown
DGRO
×
−4.02% −35.10%
2020-03-23
iShares Core Dividend Growth ETF Exchange-Traded Fund
RDVY
×
−5.46% −40.61%
2020-03-23
First Trust Rising Dividend Achievers ETF NASDAQ Exchange-Traded Fund