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 +19.86% over the past year and +18.33% YTD, with dividends reinvested. Since Oct. 1, 2013, RDIV is up +192.46% in real purchasing-power return, or +8.54%/yr, and is currently −2.69% below its real total-return high on Aug. 24, 2026.

Data ending Thu Nov. 5, 2026

Growth of $10,000

Tue 2013-10-01💬 to Thu 2026-11-05 Overall
Return
Exponential
Trendline
RDIV
×
+192.46%
+8.54%/yr
+6.48%/yr
R2=0.841
Invesco S&P Ultra Dividend Revenue ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2013-10-01💬 to Thu 2026-11-05 Start
Value
End
Value
RDIV
×
$10,000.00
2013-10-01
$29,246.16
2026-11-05

This Year’s Performance

through 2026-11-05

  YTD YoY
RDIV
×
+18.33% +19.86%

Drawdowns

  Current
Drawdown
Worst
Drawdown
RDIV
×
−2.69%
on 2026-11-05
from 2026-08-24 peak
−50.12%
on 2020-03-23
from 2020-01-16 peak

Rolling Returns

Period ending Thu 2026-11-05 1 yr 2 yr 3 yr 5 yr 10 yr
RDIV
×
+19.86% +26.43%
+12.44%/yr
+68.52%
+19.00%/yr
+53.26%
+8.91%/yr
+120.40%
+8.22%/yr

Annual Returns

Year RDIV
2026 (YTD) +18.33%
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%