All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
RDIV real return snapshot: after CPI-U inflation, RDIV returned +28.62% over the past year and +20.97% YTD, with dividends reinvested. Since Oct. 1, 2013, RDIV is up +198.99% in real purchasing-power return, or +8.88%/yr, and is currently at its real total-return high.
Data ending Fri Aug. 14, 2026
| Tue 2013-10-01💬 to Fri 2026-08-14 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| RDIV × |
+198.99%
+8.88%/yr |
+6.37%/yr
R2=0.833 |
||||
| Invesco S&P Ultra Dividend Revenue ETF Exchange-Traded Fund | ||||||
| Tue 2013-10-01💬 to Fri 2026-08-14 |
Start
Value |
End
Value |
|---|---|---|
| RDIV × |
$10,000.00
2013-10-01 |
$29,898.96
2026-08-14 |
| YTD | YoY | |
|---|---|---|
| RDIV × | +20.97% | +28.62% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| RDIV × |
—
on 2026-08-14 |
−50.12%
on 2020-03-23 from 2020-01-16 peak |
| Period ending Fri 2026-08-14 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| RDIV × | +28.62% |
+37.92% +17.44%/yr |
+64.09% +17.95%/yr |
+53.45% +8.94%/yr |
+107.45% +7.57%/yr |
| Year | RDIV |
|---|---|
| 2026 (YTD) | +20.97% |
| 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% |
