Performance analysis of RFDA (ALPS DYNAMIC US DIVIDEND ADVANTAGE ETF)
Annual Return
Over the past 3 years, RFDA has had an average annual return of +17.23%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, RFDA has had an average annual return of +12.57%, outperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, RFDA has had an average annual return of +13.07%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Jun 7, 2016, RFDA has had an average annual return of +13.24%, underperforming the benchmark SPY, which returned +15.07% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +12.28% | +16.42% | +20.12% | +16.98% | -8.56% | +25.93% | +11.26% | +27.15% | -9.26% | +19.86% | +8.15% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.51% | -1.04% | -1.50% | +9.31% | +2.35% | +0.87% | +0.55% | +12.28% | |||||
| 2025 | +0.75% | -0.87% | -4.23% | -2.58% | +6.25% | +6.06% | +1.87% | +3.94% | +2.94% | +1% | -0.46% | +1.18% | +16.42% |
| 2024 | -0.79% | +2.78% | +5.17% | -3.27% | +5.35% | +3% | +2.84% | +0.52% | +1.47% | -0.90% | +6.69% | -3.79% | +20.12% |
| 2023 | +5.24% | -2.60% | +0.83% | +0.64% | +0.13% | +7.06% | +3.20% | -3.14% | -4.41% | -2.49% | +7.26% | +5% | +16.98% |
| 2022 | -0.78% | -0.96% | +4.12% | -4.77% | +2.97% | -8.13% | +7.08% | -4.54% | -10.73% | +9.12% | +5.73% | -5.75% | -8.56% |
| 2021 | -0.87% | +2.22% | +5% | +4.47% | +1.07% | +1.94% | +2.32% | +2.25% | -5.18% | +5.76% | -0.97% | +5.82% | +25.93% |
| 2020 | -1.01% | -8.54% | -14.14% | +12.33% | +4.78% | +2.27% | +4.83% | +6.49% | -3.07% | -4.21% | +10.58% | +3.75% | +11.26% |
| 2019 | +9.53% | +3.07% | +1.63% | +2.65% | -8.02% | +6.88% | +1.05% | -2.58% | +3.60% | +2.04% | +2.17% | +3.27% | +27.15% |
| 2018 | +4.99% | -3.88% | -1.54% | +0.47% | +2.30% | +1.16% | +2.11% | +2.36% | -1.19% | -7.11% | +1.16% | -9.50% | -9.26% |
| 2017 | +1.41% | +2.99% | -0.44% | +0.32% | +1.20% | +0.92% | +2.33% | -0.63% | +4.25% | +1.92% | +2.97% | +1.14% | +19.86% |
Drawdown analysis of RFDA (ALPS DYNAMIC US DIVIDEND ADVANTAGE ETF)
The maximum drawdown for the RFDA was -34.61%, occurring on Mar 23, 2020. Recovery took 109 trading sessions.
The current RFDA drawdown is -1.20%.
Since Jun 7, 2016 RFDA has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.61% | Feb 12, 2020 | 27 | Mar 23, 2020 | 109 | Aug 26, 2020 | 136 |
| -21.21% | Aug 29, 2018 | 80 | Dec 24, 2018 | 209 | Oct 23, 2019 | 289 |
| -19.35% | Dec 4, 2024 | 84 | Apr 8, 2025 | 56 | Jun 30, 2025 | 140 |
| -18.76% | Mar 29, 2022 | 128 | Sep 30, 2022 | 195 | Jul 13, 2023 | 323 |
| -11.40% | Jul 31, 2023 | 63 | Oct 27, 2023 | 32 | Dec 13, 2023 | 95 |
| -9.64% | Jan 26, 2018 | 9 | Feb 8, 2018 | 134 | Aug 21, 2018 | 143 |
| -9.18% | Sep 2, 2020 | 14 | Sep 23, 2020 | 38 | Nov 16, 2020 | 52 |
| -8.79% | Jul 16, 2024 | 16 | Aug 7, 2024 | 30 | Sep 19, 2024 | 46 |
| -6.21% | Jan 14, 2022 | 27 | Feb 24, 2022 | 21 | Mar 25, 2022 | 48 |
| -5.54% | Sep 3, 2021 | 18 | Sep 30, 2021 | 15 | Oct 21, 2021 | 33 |
| -5.45% | Feb 9, 2026 | 28 | Mar 20, 2026 | 15 | Apr 13, 2026 | 43 |
| -5.32% | Aug 15, 2016 | 57 | Nov 3, 2016 | 7 | Nov 14, 2016 | 64 |
| -4.78% | Nov 16, 2021 | 10 | Dec 1, 2021 | 11 | Dec 16, 2021 | 21 |
| -4.69% | Feb 12, 2021 | 13 | Mar 4, 2021 | 6 | Mar 12, 2021 | 19 |
| -4.69% | Oct 28, 2025 | 17 | Nov 20, 2025 | 22 | Dec 23, 2025 | 39 |
| -4.66% | Mar 28, 2024 | 15 | Apr 19, 2024 | 14 | May 9, 2024 | 29 |
| -3.82% | Mar 1, 2017 | 31 | Apr 13, 2017 | 33 | Jun 1, 2017 | 64 |
| -3.61% | May 7, 2021 | 3 | May 12, 2021 | 14 | Jun 2, 2021 | 17 |
| -3.48% | Jun 9, 2016 | 13 | Jun 28, 2016 | 14 | Jul 19, 2016 | 27 |
| -3.31% | Jan 23, 2020 | 6 | Jan 31, 2020 | 4 | Feb 6, 2020 | 10 |
| -3.26% | Jul 25, 2017 | 19 | Aug 21, 2017 | 15 | Sep 12, 2017 | 34 |
| -3.00% | Jan 26, 2021 | 3 | Jan 29, 2021 | 4 | Feb 4, 2021 | 7 |
| -2.81% | Jul 23, 2025 | 7 | Aug 1, 2025 | 5 | Aug 8, 2025 | 12 |
| -2.76% | Oct 8, 2025 | 2 | Oct 10, 2025 | 11 | Oct 27, 2025 | 13 |
| -2.55% | Dec 26, 2023 | 14 | Jan 17, 2024 | 4 | Jan 23, 2024 | 18 |