First Trust Rising Dividend Achievers ETF (RDVY) Performance
RDVY total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +14.0% since Dec 31, 2025
- 1 year
- +17.9% total return
- 5 years
- +11.1% a year
- 10 years
- +15.4% a year
- Since first price
- +13.2% a year since 2014
RDVY trailing returns vs SPY, QQQ, AGG
| Period | RDVY total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.1% | −0.3% | −1.0% | −5.0% | +0.9% |
| 3 months | −1.0% | −1.2% | +3.2% | +1.9% | −0.4% |
| 6 months | +5.8% | +5.4% | +7.8% | +8.4% | −1.5% |
| YTD | +14.0% | +13.3% | +12.3% | +15.1% | −1.0% |
| 1 year | +17.9% | +16.8% | +14.4% | +15.9% | −1.1% |
| 3 years | +86.9%+23.2%/yr | +79.2% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +68.9%+11.1%/yr | +55.3% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +317.8%+15.4%/yr | +255.8% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| Since inceptionJan 7, 2014 | +388.0%+13.2%/yr | +291.2% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: RDVY vs SPY
From Jan 7, 2014: RDVY grew to $48,798, SPY to $51,251.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
RDVY returns by calendar year
8 of 11 full years positive. Best 2019 (+37.7%), worst 2022 (−13.3%). 2026 is year to date.
RDVY annual returns table
| Year | RDVY | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +14.0% | −9.0% | +12.3% | +15.1% | −1.0% |
| 2025 | +18.9% | −18.3% | +17.7% | +20.8% | +7.2% |
| 2024 | +16.4% | −8.4% | +24.9% | +25.6% | +1.3% |
| 2023 | +20.4% | −12.8% | +26.2% | +54.9% | +5.7% |
| 2022 | −13.3% | −25.3% | −18.2% | −32.6% | −13.0% |
| 2021 | +31.1% | −6.6% | +28.7% | +27.4% | −1.8% |
| 2020 | +13.5% | −40.6% | +18.3% | +48.6% | +7.5% |
| 2019 | +37.7% | −10.1% | +31.2% | +39.0% | +8.5% |
| 2018 | −9.9% | −21.9% | −4.6% | −0.1% | +0.1% |
| 2017 | +22.8% | −3.9% | +21.7% | +32.7% | +3.6% |
| 2016 | +21.8% | −11.7% | +12.0% | +7.1% | +2.4% |
| 2015 | −3.0% | −12.1% | +1.2% | +9.4% | +0.5% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
RDVY largest drawdowns
Now 6.0% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 12, 2020 | −40.6% | Mar 23, 2020 | Nov 9, 2020 | 40 days | 9 months |
| Jan 4, 2022 | −25.3% | Sep 30, 2022 | Dec 14, 2023 | 9 months | 1.9 years |
| Sep 21, 2018 | −21.9% | Dec 24, 2018 | Apr 29, 2019 | 3 months | 7 months |
| Nov 25, 2024 | −19.1% | Apr 8, 2025 | Jul 3, 2025 | 4 months | 7 months |
| May 21, 2015 | −19.1% | Feb 11, 2016 | Aug 23, 2016 | 9 months | 1.3 years |
| Apr 30, 2019 | −10.1% | May 31, 2019 | Jul 22, 2019 | 31 days | 3 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
RDVY risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2014 |
|---|---|---|---|---|
| Annualized return | +21.1% | +12.4% | +15.3% | +13.7% |
| Volatility (annualized) | 15.3% | 18.3% | 19.0% | 17.7% |
| Sharpe ratio | 1.05 | 0.54 | 0.73 | 0.71 |
| Sortino ratio | 1.99 | 0.87 | 1.16 | 1.15 |
| Best month | +9.4% | +12.4% | +16.6% | +16.6% |
| Worst month | −7.6% | −12.7% | −18.4% | −18.4% |
| Best 12 months | +36.0% | +36.0% | +80.6% | +80.6% |
| Worst 12 months | +6.0% | −16.7% | −16.7% | −16.7% |
| Positive months | 69% | 58% | 62% | 62% |
| Beta vs S&P 500 | 0.94 | 1.00 | 1.10 | — |
| Correlation with S&P 500 | 0.77 | 0.86 | 0.89 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
RDVY rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 142 | −16.7% | +13.6% | +80.6% | 79% |
| 3-year (a year) | 118 | +0.4% | +13.2% | +27.0% | 100% |
| 5-year (a year) | 94 | +4.8% | +12.7% | +20.6% | 100% |
| 10-year (a year) | 34 | +11.9% | +13.3% | +16.7% | 100% |
Every holding period starting at a month-end since 2014. Returns for 3 years and longer are annualized.
RDVY performance overview
First Trust Rising Dividend Achievers ETF (RDVY) returned +17.9% over the past year and +15.4% a year over ten years, with distributions reinvested. Since its first recorded price in 2014 it has returned +13.2% a year, turning $10,000 into about $48,798. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −40.6%, from Feb 12, 2020 to Mar 23, 2020, and it took 8 months to get back to the old high. RDVY finished 8 of its 11 full calendar years with a gain; the best year was 2019 (+37.7%) and the worst 2022 (−13.3%). Volatility has been 17.7% a year.
Related: RDVY chart, RDVY holdings, RDVY dividends, RDVY valuation. See the RDVY overview for the latest quote and fund facts.
RDVY performance FAQ
What is the RDVY return over the past year?
RDVY returned +17.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 16.8%.
What is the average annual return of RDVY?
RDVY has returned +11.1% a year over 5 years, +15.4% a year over 10 years, +13.2% a year since January 7, 2014 (total return, distributions reinvested).
How much would $10,000 invested in RDVY be worth?
$10,000 invested in RDVY at its first recorded close on January 7, 2014 would be worth about $48,798 on October 23, 2026 with distributions reinvested.
What was the worst year for RDVY?
The worst calendar year was 2022, with a total return of −13.3%. The best was 2019 at +37.7%.
What is the biggest drawdown of RDVY?
The largest peak-to-trough decline was −40.6% between February 12, 2020 and March 23, 2020. It recovered to the old high on November 9, 2020, 8 months after the bottom.
How volatile is RDVY?
Over the past 3 years RDVY had an annualized volatility of 15.3% and a Sharpe ratio of 1.05 (excess return over 1–3 month T-bills per unit of risk).