Performance analysis of RDVY (FIRST TRUST RISING DIVIDEND ACHIEVERS ETF)
Annual Return
Over the past 3 years, RDVY has had an average annual return of +20.30%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, RDVY has had an average annual return of +11.20%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, RDVY has had an average annual return of +15.66%, outperforming the benchmark SPY, which returned +15.53% annual.
Since Jan 7, 2014, RDVY has had an average annual return of +13.27%, underperforming the benchmark SPY, which returned +14.03% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.75% | +18.90% | +16.40% | +20.36% | -13.28% | +31.12% | +13.43% | +37.70% | -9.91% | +22.75% | +21.86% | -3.01% |
| 2014 | |||||||||||
| +10.58% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.03% | +0.03% | -5.29% | +9.40% | +0.75% | +1.04% | +9.75% | ||||||
| 2025 | +5.75% | -1.71% | -4.36% | -2.60% | +5.56% | +4.52% | +0.97% | +3.77% | +2.54% | +0.03% | +1.56% | +1.96% | +18.90% |
| 2024 | -0.62% | +2.90% | +6.73% | -5.07% | +3.62% | -0.43% | +6.78% | +0.50% | +1.11% | -0.29% | +8.89% | -7.57% | +16.40% |
| 2023 | +9.10% | -3.46% | -2.53% | +1.36% | -3.12% | +7.60% | +5.27% | -3.39% | -3.60% | -3.72% | +9.09% | +7.78% | +20.36% |
| 2022 | -2.82% | -2.27% | -0.08% | -7.35% | +3.85% | -12.76% | +8.58% | -3.40% | -8.92% | +12.40% | +7.69% | -5.87% | -13.28% |
| 2021 | -2.13% | +9.11% | +6.94% | +4.86% | +2.35% | -1.35% | +0.23% | +2.99% | -4.02% | +5.37% | -1.58% | +5.55% | +31.12% |
| 2020 | -4.13% | -8.34% | -18.38% | +13.65% | +3.61% | +2.74% | +3.34% | +5.40% | -2.17% | -1.46% | +16.60% | +6.79% | +13.43% |
| 2019 | +10.75% | +3.30% | -1.30% | +6.47% | -10.13% | +9.30% | +3.48% | -5.07% | +4.81% | +4.27% | +4.56% | +3.88% | +37.70% |
| 2018 | +4.25% | -1.22% | -3.11% | +0.11% | +1.10% | -0.07% | +2.71% | +2.99% | -0.12% | -7.36% | +1.75% | -10.35% | -9.91% |
| 2017 | +2.35% | +5.55% | -0.19% | +1.28% | -0.11% | +1.14% | +1.63% | -1.82% | +3.55% | +1.26% | +4.65% | +1.62% | +22.75% |
Drawdown analysis of RDVY (FIRST TRUST RISING DIVIDEND ACHIEVERS ETF)
The maximum drawdown for the RDVY was -40.60%, occurring on Mar 23, 2020. Recovery took 162 trading sessions.
The current RDVY drawdown is -0.48%.
Since Jan 7, 2014 RDVY has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -40.60% | Feb 12, 2020 | 27 | Mar 23, 2020 | 162 | Nov 10, 2020 | 189 |
| -25.33% | Jan 4, 2022 | 186 | Sep 30, 2022 | 303 | Dec 14, 2023 | 489 |
| -21.93% | Sep 21, 2018 | 64 | Dec 24, 2018 | 85 | Apr 29, 2019 | 149 |
| -19.11% | Nov 25, 2024 | 90 | Apr 8, 2025 | 59 | Jul 3, 2025 | 149 |
| -19.07% | May 21, 2015 | 183 | Feb 11, 2016 | 134 | Aug 23, 2016 | 317 |
| -10.13% | Apr 30, 2019 | 22 | May 31, 2019 | 35 | Jul 22, 2019 | 57 |
| -9.76% | Jul 24, 2019 | 16 | Aug 15, 2019 | 46 | Oct 21, 2019 | 62 |
| -9.47% | Jan 26, 2018 | 9 | Feb 8, 2018 | 138 | Aug 27, 2018 | 147 |
| -9.35% | Sep 30, 2014 | 11 | Oct 15, 2014 | 20 | Nov 12, 2014 | 31 |
| -9.03% | Jan 29, 2026 | 41 | Mar 30, 2026 | 9 | Apr 13, 2026 | 50 |
| -8.18% | Jul 31, 2024 | 3 | Aug 5, 2024 | 19 | Aug 30, 2024 | 22 |
| -7.18% | Jan 15, 2014 | 14 | Feb 5, 2014 | 20 | Mar 6, 2014 | 34 |
| -6.57% | May 7, 2021 | 29 | Jun 18, 2021 | 37 | Aug 11, 2021 | 66 |
| -6.07% | Dec 29, 2014 | 12 | Jan 15, 2015 | 19 | Feb 12, 2015 | 31 |
| -6.07% | Jan 17, 2020 | 9 | Jan 31, 2020 | 8 | Feb 12, 2020 | 17 |
| -5.99% | Jan 12, 2021 | 12 | Jan 29, 2021 | 6 | Feb 8, 2021 | 18 |
| -5.90% | Nov 16, 2021 | 10 | Dec 1, 2021 | 17 | Dec 27, 2021 | 27 |
| -5.55% | Mar 28, 2024 | 14 | Apr 18, 2024 | 57 | Jul 11, 2024 | 71 |
| -5.50% | Nov 24, 2014 | 15 | Dec 16, 2014 | 5 | Dec 23, 2014 | 20 |
| -5.43% | Aug 27, 2021 | 16 | Sep 21, 2021 | 18 | Oct 15, 2021 | 34 |
| -4.79% | Oct 27, 2025 | 18 | Nov 20, 2025 | 5 | Nov 28, 2025 | 23 |
| -4.61% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -4.23% | Oct 6, 2025 | 4 | Oct 10, 2025 | 11 | Oct 27, 2025 | 15 |
| -4.10% | Jul 24, 2014 | 6 | Aug 1, 2014 | 14 | Aug 21, 2014 | 20 |
| -3.98% | Apr 4, 2014 | 6 | Apr 14, 2014 | 29 | May 27, 2014 | 35 |