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

Total Real Returns

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

RDIV real return snapshot: after CPI-U inflation, RDIV returned +15.90% over the past year and +12.40% YTD, with dividends reinvested. Since Oct. 1, 2013, RDIV is up +177.82% in real purchasing-power return, or +8.15%/yr, and is currently −7.56% below its real total-return high on Aug. 24, 2026.

Data ending Fri Oct. 16, 2026

Growth of $10,000

Tue 2013-10-01💬 to Fri 2026-10-16 Overall
Return 		Exponential
Trendline
RDIV × 		+177.82%
+8.15%/yr 		+6.46%/yr
R2=0.839
Invesco S&P Ultra Dividend Revenue ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2013-10-01💬 to Fri 2026-10-16 Start
Value 		End
Value
RDIV × 		$10,000.00
2013-10-01 		$27,782.17
2026-10-16

This Year’s Performance

through 2026-10-16

  YTD YoY
RDIV × 		+12.40% +15.90%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
RDIV × 		−7.56%
on 2026-10-16
from 2026-08-24 peak 		−50.12%
on 2020-03-23
from 2020-01-16 peak

Rolling Returns

Period ending Fri 2026-10-16 1 yr 2 yr 3 yr 5 yr 10 yr
RDIV × 		+15.90% +17.96%
+8.61%/yr 		+65.41%
+18.26%/yr 		+45.93%
+7.85%/yr 		+103.83%
+7.38%/yr

Annual Returns

Year RDIV
2026 (YTD) +12.40%
2025 +9.43%
2024 +11.94%
2023 +1.29%
2022 +0.65%
2021 +20.63%
2020 −10.53%
2019 +19.88%
2018 −6.56%
2017 +9.32%
2016 +25.61%
2015 −5.56%
2014 +20.55%
2013 +4.73%