Performance analysis of RDIV (INVESCO S&P ULTRA DIVIDEND REVENUE ETF)
Annual Return
Over the past 3 years, RDIV has had an average annual return of +19.28%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, RDIV has had an average annual return of +10.05%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, RDIV has had an average annual return of +10.96%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Oct 1, 2013, RDIV has had an average annual return of +11.10%, underperforming the benchmark SPY, which returned +14.42% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +11.95% | +12.35% | +15.15% | +4.67% | +7.14% | +29.13% | -9.16% | +22.63% | -4.82% | +11.64% | +27.08% | -4.91% |
| 2014 | 2013 | ||||||||||
| +21.45% | +4.24% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.52% | +3.57% | -0.18% | +2.70% | +2.59% | -1.65% | +11.95% | ||||||
| 2025 | +2.63% | +2.23% | -2.59% | -6.38% | +2.72% | +2.94% | +1% | +7.65% | +1.25% | -0.40% | +2.68% | -1.38% | +12.35% |
| 2024 | -1.99% | +1.84% | +6.28% | -4.48% | +5.53% | -2.07% | +7.97% | +3.41% | +0.84% | -0.09% | +5.81% | -7.62% | +15.15% |
| 2023 | +6.89% | -4.83% | -6.15% | -0.98% | -8.86% | +6.46% | +7.05% | -5.32% | -5.04% | -4.78% | +12.76% | +10.43% | +4.67% |
| 2022 | -0.17% | -0.21% | +5.26% | -2.58% | +3.86% | -6.06% | +2.69% | -1.41% | -9.04% | +13.08% | +8.47% | -4.83% | +7.14% |
| 2021 | -0.33% | +13.81% | +4.76% | +3.87% | +2.71% | -2.10% | -3.18% | +3.21% | -4.58% | +1.57% | -1.09% | +8.60% | +29.13% |
| 2020 | -5.80% | -11.54% | -28.45% | +14.88% | +2.78% | +1.05% | +0.61% | +3.15% | -4.57% | +1.15% | +20.34% | +5.93% | -9.16% |
| 2019 | +9.85% | +1.85% | +1.88% | +2.53% | -10.01% | +8.69% | -0.69% | -4.78% | +7.03% | -0.21% | +2.79% | +3.33% | +22.63% |
| 2018 | +2% | -4.83% | -0.32% | +3.22% | +3.81% | +2.70% | +1.07% | +1.55% | -0.70% | -4.02% | +0.97% | -9.51% | -4.82% |
| 2017 | +1.67% | +1.46% | -1.90% | -0.29% | -2.40% | +1.32% | +2.03% | -2.72% | +4.89% | -0.74% | +5.95% | +2.20% | +11.64% |
Drawdown analysis of RDIV (INVESCO S&P ULTRA DIVIDEND REVENUE ETF)
The maximum drawdown for the RDIV was -49.93%, occurring on Mar 23, 2020. Recovery took 230 trading sessions.
The current RDIV drawdown is -1.65%.
Since Oct 1, 2013 RDIV has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -49.93% | Jan 16, 2020 | 45 | Mar 23, 2020 | 230 | Feb 19, 2021 | 275 |
| -24.88% | Feb 2, 2023 | 185 | Oct 27, 2023 | 103 | Mar 27, 2024 | 288 |
| -17.92% | Nov 29, 2024 | 87 | Apr 8, 2025 | 94 | Aug 22, 2025 | 181 |
| -17.73% | Sep 14, 2018 | 69 | Dec 24, 2018 | 70 | Apr 5, 2019 | 139 |
| -17.62% | Feb 3, 2015 | 242 | Jan 20, 2016 | 40 | Mar 17, 2016 | 282 |
| -15.63% | Apr 20, 2022 | 113 | Sep 30, 2022 | 30 | Nov 11, 2022 | 143 |
| -11.24% | Apr 23, 2019 | 88 | Aug 27, 2019 | 44 | Oct 29, 2019 | 132 |
| -11.00% | Jun 4, 2021 | 30 | Jul 19, 2021 | 118 | Jan 4, 2022 | 148 |
| -9.70% | Jan 26, 2018 | 9 | Feb 8, 2018 | 76 | May 30, 2018 | 85 |
| -8.22% | Aug 15, 2016 | 57 | Nov 3, 2016 | 12 | Nov 21, 2016 | 69 |
| -7.23% | Feb 24, 2017 | 122 | Aug 18, 2017 | 25 | Sep 25, 2017 | 147 |
| -6.88% | Mar 28, 2024 | 12 | Apr 16, 2024 | 32 | May 31, 2024 | 44 |
| -6.56% | Nov 30, 2022 | 13 | Dec 19, 2022 | 16 | Jan 12, 2023 | 29 |
| -6.49% | Jan 14, 2022 | 27 | Feb 24, 2022 | 21 | Mar 25, 2022 | 48 |
| -5.82% | Mar 12, 2021 | 7 | Mar 23, 2021 | 24 | Apr 27, 2021 | 31 |
| -5.71% | Oct 29, 2013 | 65 | Feb 3, 2014 | 20 | Mar 4, 2014 | 85 |
| -5.34% | Jun 23, 2016 | 2 | Jun 27, 2016 | 4 | Jul 1, 2016 | 6 |
| -5.11% | Jul 31, 2024 | 3 | Aug 5, 2024 | 14 | Aug 23, 2024 | 17 |
| -4.84% | Sep 26, 2025 | 10 | Oct 10, 2025 | 9 | Oct 23, 2025 | 19 |
| -4.73% | Apr 27, 2016 | 15 | May 18, 2016 | 12 | Jun 6, 2016 | 27 |
| -4.72% | Jun 19, 2014 | 33 | Aug 6, 2014 | 16 | Aug 28, 2014 | 49 |
| -4.55% | Feb 11, 2026 | 21 | Mar 13, 2026 | 33 | Apr 30, 2026 | 54 |
| -4.01% | Dec 29, 2014 | 4 | Jan 5, 2015 | 20 | Feb 3, 2015 | 24 |
| -3.94% | Nov 11, 2025 | 7 | Nov 20, 2025 | 4 | Nov 26, 2025 | 11 |
| -3.64% | May 31, 2024 | 10 | Jun 14, 2024 | 17 | Jul 11, 2024 | 27 |