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 +11.74% over the past year and +8.25% YTD, with dividends reinvested. Since Jan. 7, 2014, RDVY is up +233.48% in real purchasing-power return, or +9.84%/yr, and is currently −7.91% below its real total-return high on Aug. 13, 2026.

Data ending Thu Nov. 5, 2026

Growth of $10,000

Tue 2014-01-07💬 to Thu 2026-11-05 Overall
Return 		Exponential
Trendline
RDVY × 		+233.48%
+9.84%/yr 		+10.01%/yr
R2=0.933
First Trust Rising Dividend Achievers ETF NASDAQ Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2014-01-07💬 to Thu 2026-11-05 Start
Value 		End
Value
RDVY × 		$10,000.00
2014-01-07 		$33,347.89
2026-11-05

This Year’s Performance

through 2026-11-05

  YTD YoY
RDVY × 		+8.25% +11.74%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
RDVY × 		−7.91%
on 2026-11-05
from 2026-08-13 peak 		−40.61%
on 2020-03-23
from 2020-01-17 peak

Rolling Returns

Period ending Thu 2026-11-05 1 yr 2 yr 3 yr 5 yr 10 yr
RDVY × 		+11.74% +24.78%
+11.71%/yr 		+59.53%
+16.85%/yr 		+35.30%
+6.23%/yr 		+196.94%
+11.50%/yr

Annual Returns

Year RDVY
2026 (YTD) +8.25%
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%