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 +26.24% over the past year and +17.79% YTD, with dividends reinvested. Since Oct. 1, 2013, RDIV is up +191.13% in real purchasing-power return, or +8.70%/yr, and is currently at its real total-return high.

Data ending Fri Jul. 24, 2026

Growth of $10,000

Tue 2013-10-01💬 to Fri 2026-07-24 Overall
Return 		Exponential
Trendline
RDIV × 		+191.13%
+8.70%/yr 		+6.33%/yr
R2=0.831
Invesco S&P Ultra Dividend Revenue ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2013-10-01💬 to Fri 2026-07-24 Start
Value 		End
Value
RDIV × 		$10,000.00
2013-10-01 		$29,113.41
2026-07-24

This Year’s Performance

through 2026-07-24

  YTD YoY
RDIV × 		+17.79% +26.24%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
RDIV × 		—
on 2026-07-24 		−50.12%
on 2020-03-23
from 2020-01-16 peak

Rolling Returns

Period ending Fri 2026-07-24 1 yr 2 yr 3 yr 5 yr 10 yr
RDIV × 		+26.24% +32.97%
+15.31%/yr 		+55.50%
+15.85%/yr 		+55.77%
+9.27%/yr 		+104.34%
+7.41%/yr

Annual Returns

Year RDIV
2026 (YTD) +17.79%
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%