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 +21.69% over the past year and +11.96% YTD, with dividends reinvested. Since Jan. 7, 2014, RDVY is up +244.91% in real purchasing-power return, or +10.38%/yr, and is currently −1.56% below its real total-return high on Jun. 30, 2026.

Data ending Fri Jul. 24, 2026

Growth of $10,000

Tue 2014-01-07💬 to Fri 2026-07-24 Overall
Return
Exponential
Trendline
RDVY
×
+244.91%
+10.38%/yr
+9.90%/yr
R2=0.929
First Trust Rising Dividend Achievers ETF NASDAQ Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2014-01-07💬 to Fri 2026-07-24 Start
Value
End
Value
RDVY
×
$10,000.00
2014-01-07
$34,490.66
2026-07-24

This Year’s Performance

through 2026-07-24

  YTD YoY
RDVY
×
+11.96% +21.69%

Drawdowns

  Current
Drawdown
Worst
Drawdown
RDVY
×
−1.56%
on 2026-07-24
from 2026-06-30 peak
−40.61%
on 2020-03-23
from 2020-01-17 peak

Rolling Returns

Period ending Fri 2026-07-24 1 yr 2 yr 3 yr 5 yr 10 yr
RDVY
×
+21.69% +36.43%
+16.80%/yr
+55.00%
+15.73%/yr
+47.87%
+8.14%/yr
+216.81%
+12.22%/yr

Annual Returns

Year RDVY
2026 (YTD) +11.96%
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%