All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
RDVY real return snapshot: after CPI-U inflation, RDVY returned +25.27% over the past year and +17.51% YTD, with dividends reinvested. Since Jan. 7, 2014, RDVY is up +262.02% in real purchasing-power return, or +10.75%/yr, and is currently −0.04% below its real total-return high on Aug. 13, 2026.
Data ending Fri Aug. 14, 2026
| Tue 2014-01-07💬 to Fri 2026-08-14 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| RDVY × |
+262.02%
+10.75%/yr |
+9.94%/yr
R2=0.929 |
||||
| First Trust Rising Dividend Achievers ETF NASDAQ Exchange-Traded Fund | ||||||
| Tue 2014-01-07💬 to Fri 2026-08-14 |
Start
Value |
End
Value |
|---|---|---|
| RDVY × |
$10,000.00
2014-01-07 |
$36,202.49
2026-08-14 |
| YTD | YoY | |
|---|---|---|
| RDVY × | +17.51% | +25.27% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| RDVY × |
−0.04%
on 2026-08-14 from 2026-08-13 peak |
−40.61%
on 2020-03-23 from 2020-01-17 peak |
| Period ending Fri 2026-08-14 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| RDVY × | +25.27% |
+45.24% +20.52%/yr |
+65.20% +18.21%/yr |
+51.68% +8.69%/yr |
+227.28% +12.59%/yr |
| Year | RDVY |
|---|---|
| 2026 (YTD) | +17.51% |
| 2025 | +15.80% |
| 2024 | +13.15% |
| 2023 | +16.48% |
| 2022 | −18.54% |
| 2021 | +22.52% |
| 2020 | +11.95% |
| 2019 | +34.63% |
| 2018 | −11.60% |
| 2017 | +20.22% |
| 2016 | +19.37% |
| 2015 | −3.71% |
| 2014 | +9.84% |