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

Total Real Returns

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

RDVY real return snapshot: after CPI-U inflation, RDVY returned +16.12% over the past year and +11.13% YTD, with dividends reinvested. Since Jan. 7, 2014, RDVY is up +242.36% in real purchasing-power return, or +10.13%/yr, and is currently −5.46% below its real total-return high on Aug. 13, 2026.

Data ending Fri Oct. 9, 2026

Growth of $10,000

Tue 2014-01-07💬 to Fri 2026-10-09 Overall
Return 		Exponential
Trendline
RDVY × 		+242.36%
+10.13%/yr 		+9.99%/yr
R2=0.932
First Trust Rising Dividend Achievers ETF NASDAQ Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2014-01-07💬 to Fri 2026-10-09 Start
Value 		End
Value
RDVY × 		$10,000.00
2014-01-07 		$34,235.80
2026-10-09

This Year’s Performance

through 2026-10-09

  YTD YoY
RDVY × 		+11.13% +16.12%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
RDVY × 		−5.46%
on 2026-10-09
from 2026-08-13 peak 		−40.61%
on 2020-03-23
from 2020-01-17 peak

Rolling Returns

Period ending Fri 2026-10-09 1 yr 2 yr 3 yr 5 yr 10 yr
RDVY × 		+16.12% +28.55%
+13.38%/yr 		+66.26%
+18.47%/yr 		+45.15%
+7.74%/yr 		+200.66%
+11.64%/yr

Annual Returns

Year RDVY
2026 (YTD) +11.13%
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%