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 +21.03% over the past year and +14.77% YTD, with dividends reinvested. Since Jan. 7, 2014, RDVY is up +253.56% in real purchasing-power return, or +10.49%/yr, and is currently −2.38% below its real total-return high on Aug. 13, 2026.

Data ending Fri Sep. 4, 2026

Growth of $10,000

Tue 2014-01-07💬 to Fri 2026-09-04 Overall
Return 		Exponential
Trendline
RDVY × 		+253.56%
+10.49%/yr 		+9.97%/yr
R2=0.930
First Trust Rising Dividend Achievers ETF NASDAQ Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2014-01-07💬 to Fri 2026-09-04 Start
Value 		End
Value
RDVY × 		$10,000.00
2014-01-07 		$35,356.21
2026-09-04

This Year’s Performance

through 2026-09-04

  YTD YoY
RDVY × 		+14.77% +21.03%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
RDVY × 		−2.38%
on 2026-09-04
from 2026-08-13 peak 		−40.61%
on 2020-03-23
from 2020-01-17 peak

Rolling Returns

Period ending Fri 2026-09-04 1 yr 2 yr 3 yr 5 yr 10 yr
RDVY × 		+21.03% +38.15%
+17.54%/yr 		+62.47%
+17.56%/yr 		+47.63%
+8.10%/yr 		+213.51%
+12.10%/yr

Annual Returns

Year RDVY
2026 (YTD) +14.77%
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%