Performance analysis of SDVY (FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF)
Annual Return
Over the past 3 years, SDVY has had an average annual return of +17.28%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, SDVY has had an average annual return of +8.43%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Nov 3, 2017, SDVY has had an average annual return of +10.70%, underperforming the benchmark SPY, which returned +15.06% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.71% | +8.83% | +11.18% | +28.55% | -12.00% | +29.10% | +11.71% | +25.62% | -15.26% | +5.78% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.39% | +3.77% | -5.68% | +7.38% | -2.53% | -0.24% | +7.71% | ||||||
| 2025 | +4.27% | -5.08% | -4.89% | -2.96% | +5.72% | +3.15% | +2.15% | +5.30% | +0.43% | -1.81% | +2.33% | +0.65% | +8.83% |
| 2024 | -2.53% | +3.28% | +5.87% | -5.89% | +4.88% | -2.44% | +9.92% | -1.88% | +1.44% | -0.85% | +10.76% | -9.83% | +11.18% |
| 2023 | +11.10% | -1.18% | -6.33% | -1.41% | -3.06% | +11.98% | +6.82% | -1.89% | -4.52% | -4.85% | +9.57% | +11.98% | +28.55% |
| 2022 | -4.63% | -0.76% | -2.58% | -6.35% | +3.49% | -11.03% | +11.14% | -4.15% | -8.55% | +11.98% | +6.91% | -5.09% | -12.00% |
| 2021 | +1.59% | +10.99% | +6.25% | +3.50% | +2.17% | -2.83% | -0.19% | +2.34% | -4.61% | +4.39% | -2.35% | +5.60% | +29.10% |
| 2020 | -3.92% | -10.36% | -23.27% | +13.72% | +6.20% | +2.60% | +2.36% | +4.78% | -2.59% | +2.52% | +18.52% | +7.46% | +11.71% |
| 2019 | +11.38% | +6.24% | -4.04% | +4.98% | -8.77% | +8.73% | +0.84% | -6.38% | +4.85% | +2.71% | +2.79% | +1.66% | +25.62% |
| 2018 | +2.83% | -2.02% | -1.73% | -0.77% | +2.17% | +0.34% | +1.03% | +2.37% | -1.84% | -7.87% | +2.31% | -12.07% | -15.26% |
| 2017 | +5.26% | +0.49% | +5.78% |
Drawdown analysis of SDVY (FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF)
The maximum drawdown for the SDVY was -44.70%, occurring on Mar 23, 2020. Recovery took 167 trading sessions.
The current SDVY drawdown is -3.08%.
Since Nov 3, 2017 SDVY has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 4 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -44.70% | Jul 24, 2019 | 167 | Mar 23, 2020 | 167 | Nov 17, 2020 | 334 |
| -25.92% | Nov 25, 2024 | 90 | Apr 8, 2025 | 186 | Jan 5, 2026 | 276 |
| -24.44% | Jan 4, 2022 | 182 | Sep 26, 2022 | 203 | Jul 19, 2023 | 385 |
| -22.58% | Aug 21, 2018 | 86 | Dec 24, 2018 | 145 | Jul 24, 2019 | 231 |
| -12.52% | Aug 7, 2023 | 58 | Oct 27, 2023 | 25 | Dec 4, 2023 | 83 |
| -9.76% | Jul 31, 2024 | 5 | Aug 7, 2024 | 46 | Oct 11, 2024 | 51 |
| -9.27% | Feb 20, 2026 | 26 | Mar 30, 2026 | 19 | Apr 27, 2026 | 45 |
| -8.85% | May 7, 2021 | 49 | Jul 19, 2021 | 76 | Nov 3, 2021 | 125 |
| -8.09% | Jan 23, 2018 | 13 | Feb 9, 2018 | 133 | Aug 21, 2018 | 146 |
| -7.23% | Nov 16, 2021 | 10 | Dec 1, 2021 | 23 | Jan 4, 2022 | 33 |
| -7.15% | Mar 28, 2024 | 13 | Apr 17, 2024 | 20 | May 15, 2024 | 33 |
| -6.13% | Mar 15, 2021 | 7 | Mar 24, 2021 | 7 | Apr 5, 2021 | 14 |
| -6.08% | Dec 26, 2023 | 14 | Jan 17, 2024 | 35 | Mar 7, 2024 | 49 |
| -6.07% | May 15, 2024 | 21 | Jun 14, 2024 | 19 | Jul 15, 2024 | 40 |
| -5.95% | Jan 20, 2021 | 7 | Jan 29, 2021 | 5 | Feb 5, 2021 | 12 |
| -4.38% | May 6, 2026 | 9 | May 19, 2026 | Ongoing | Ongoing | Ongoing |
| -4.32% | Nov 24, 2020 | 3 | Nov 30, 2020 | 4 | Dec 4, 2020 | 7 |
| -4.17% | Oct 17, 2024 | 6 | Oct 25, 2024 | 8 | Nov 6, 2024 | 14 |
| -3.64% | Feb 24, 2021 | 6 | Mar 4, 2021 | 2 | Mar 8, 2021 | 8 |
| -2.82% | Jul 16, 2024 | 6 | Jul 24, 2024 | 2 | Jul 26, 2024 | 8 |
| -2.71% | Nov 11, 2024 | 6 | Nov 19, 2024 | 3 | Nov 22, 2024 | 9 |
| -2.67% | Apr 16, 2021 | 2 | Apr 20, 2021 | 3 | Apr 23, 2021 | 5 |
| -2.66% | Nov 30, 2017 | 10 | Dec 14, 2017 | 9 | Dec 28, 2017 | 19 |
| -1.86% | Apr 27, 2026 | 5 | May 4, 2026 | 2 | May 6, 2026 | 7 |
| -1.80% | Jan 21, 2026 | 5 | Jan 28, 2026 | 5 | Feb 4, 2026 | 10 |