🎉
Summer Launch Special: Get 1 month of Pro free. Use code SUMMER_2026_1_MONTH at checkout.
DASHBOARDS: Portfolio Hub Market Pulse Performance

RDVY

First Trust Rising Dividend Achievers ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-07-26
Executive Summary
The quantitative backtest for RDVY (First Trust Rising Dividend Achievers ETF) using the Excess Return MMA* strategy in a Trading context demonstrated its primary role in risk mitigation, experiencing a maximum drawdown of -14.7% (compared to the benchmark's drawdown of -40.6%). Over the evaluated period, this protective approach generated a Compound Annual Growth Rate (CAGR) of 8.9%, compared to a Buy-and-Hold benchmark return of 13.6%. The strategy executed 101 total trades.

* Excess Return MMA: Multi-Moving Average (Triple-Band) model utilizing sophisticated long/short cross durations optimized against volatility.

RDVY Quality Metrics & KPI Summary

Metric1Y5Y10YFull History
StrategyB&HStrategyB&HStrategyB&HStrategyB&H
CAGR18.71%26.15%6.37%12.62%11.27%16.02%8.92%13.56%
Sharpe Ratio1.421.610.550.630.870.710.730.62
Max Drawdown-5.10%-9.04%-14.67%-25.32%-14.67%-40.60%-14.67%-40.60%
% Time Invested100.0%100.0%90.5%100.0%93.5%100.0%92.2%100.0%
Trades / Year3.00.07.60.07.60.08.40.0

Cumulative Growth Performance

Return Distribution Analysis

Return Distribution

Trade History

This log shows every signal-driven transition. Completed trades reflect standard market cycles. An Open or Mark-to-Market exit denotes an active position (either in the primary asset or a cash/yield sleeve) valued at the current price for reporting purposes. Interest entries record yield accrued from cash or cash alternatives (like BIL) during out-of-market defensive periods.

Entry DateExit DateTypeAllocationEntry PriceExit PriceNet Return %Exit Reason
🔒 Active Positions & Recent Execution Signals Hidden
Trading on delayed data carries high execution risk. Current allocations, pending next-day rebalances, and active execution signals (last 60 days) require a Premium subscription.
Upgrade to Pro to Unlock
2026-04-09 2026-05-15 Completed 33.33% $71.68 $73.76 2.86% Signal
2026-03-23 2026-05-04 Interest (CASH) 33.33% $1.00 $1.00 0.42% Interest Income
2026-02-17 2026-04-09 Interest (CASH) 33.33% $1.00 $1.01 0.52% Interest Income
2025-05-29 2026-03-23 Completed 33.33% $59.81 $69.40 15.98% Signal
2025-12-11 2026-02-17 Completed 33.33% $69.51 $71.54 2.87% Signal
2025-11-18 2025-12-11 Interest (CASH) 33.33% $1.00 $1.00 0.24% Interest Income
2025-11-10 2025-11-18 Completed 33.33% $67.22 $65.13 -3.15% Signal
2025-10-17 2025-11-10 Interest (CASH) 33.33% $1.00 $1.00 0.25% Interest Income
2025-04-30 2025-10-17 Completed 33.33% $55.61 $65.28 17.33% Signal
2025-03-19 2025-07-15 Interest (CASH) 33.33% $1.00 $1.01 1.37% Interest Income
2025-03-24 2025-05-29 Interest (CASH) 33.33% $1.00 $1.01 0.78% Interest Income
2025-04-07 2025-04-30 Interest (CASH) 33.33% $1.00 $1.00 0.27% Interest Income
2025-03-31 2025-04-07 Completed 33.33% $56.89 $50.58 -11.12% Stop
2025-02-18 2025-03-31 Interest (CASH) 33.33% $1.00 $1.00 0.49% Interest Income
2025-02-24 2025-03-24 Completed 33.33% $60.60 $58.35 -3.75% Signal
2024-01-08 2025-03-19 Completed 33.33% $49.55 $57.68 16.33% Signal
2025-01-22 2025-02-24 Interest (CASH) 33.33% $1.00 $1.00 0.37% Interest Income
2025-01-16 2025-02-18 Completed 33.33% $60.72 $61.86 1.81% Signal
2024-07-22 2025-01-22 Completed 33.33% $55.75 $61.75 10.71% Signal
2024-12-18 2025-01-16 Interest (CASH) 33.33% $1.00 $1.00 0.30% Interest Income
2024-11-26 2024-12-18 Completed 33.33% $62.96 $59.86 -4.97% Signal
2024-11-04 2024-11-26 Interest (CASH) 33.33% $1.00 $1.00 0.29% Interest Income
2024-10-09 2024-11-04 Completed 33.33% $57.67 $57.65 -0.08% Signal
2024-09-17 2024-10-09 Interest (CASH) 33.33% $1.00 $1.00 0.29% Interest Income
2024-08-28 2024-09-17 Completed 33.33% $56.39 $56.47 0.09% Signal
2024-08-06 2024-08-28 Interest (CASH) 33.33% $1.00 $1.00 0.33% Interest Income
2024-06-28 2024-08-06 Completed 33.33% $53.23 $52.49 -1.44% Stop
2024-06-27 2024-07-22 Interest (CASH) 33.33% $1.00 $1.00 0.34% Interest Income
2024-06-05 2024-06-28 Interest (CASH) 33.33% $1.00 $1.00 0.34% Interest Income
2024-06-25 2024-06-27 Completed 33.33% $53.79 $53.25 -1.06% Signal
2024-05-30 2024-06-25 Interest (CASH) 33.33% $1.00 $1.00 0.36% Interest Income
2024-05-09 2024-06-05 Completed 33.33% $53.26 $52.97 -0.60% Signal
2023-12-08 2024-05-30 Completed 33.33% $46.80 $52.62 12.39% Signal
2024-04-17 2024-05-09 Interest (CASH) 33.33% $1.00 $1.00 0.34% Interest Income
2024-02-08 2024-04-17 Completed 33.33% $49.54 $52.10 5.11% Signal
2024-01-17 2024-02-08 Interest (CASH) 33.33% $1.00 $1.00 0.34% Interest Income
2023-11-09 2024-01-17 Completed 33.33% $43.89 $48.28 9.93% Signal
2023-11-06 2024-01-08 Interest (CASH) 33.33% $1.00 $1.01 0.89% Interest Income
2023-09-22 2023-12-08 Interest (CASH) 33.33% $1.00 $1.01 1.17% Interest Income
2023-09-21 2023-11-09 Interest (CASH) 33.33% $1.00 $1.01 0.76% Interest Income
2023-07-25 2023-11-06 Completed 33.33% $47.10 $44.62 -5.31% Signal
2023-06-13 2023-09-22 Completed 33.33% $44.40 $44.40 -0.05% Signal
2023-09-12 2023-09-21 Completed 33.33% $45.14 $44.64 -1.17% Signal
2023-08-16 2023-09-12 Interest (CASH) 33.33% $1.00 $1.00 0.39% Interest Income
2023-05-30 2023-08-16 Completed 33.33% $42.64 $45.51 6.66% Signal
2023-05-08 2023-07-25 Interest (CASH) 33.33% $1.00 $1.01 1.11% Interest Income
2023-03-16 2023-06-13 Interest (CASH) 33.33% $1.00 $1.01 1.22% Interest Income
2023-05-05 2023-05-30 Interest (CASH) 33.33% $1.00 $1.00 0.33% Interest Income
2023-04-05 2023-05-08 Completed 33.33% $41.91 $42.06 0.29% Signal
2023-04-04 2023-05-05 Completed 33.33% $43.10 $41.43 -3.93% Signal
2023-03-14 2023-04-05 Interest (CASH) 33.33% $1.00 $1.00 0.30% Interest Income
2023-02-27 2023-04-04 Interest (CASH) 33.33% $1.00 $1.00 0.49% Interest Income
2022-11-16 2023-03-16 Completed 33.33% $42.88 $39.94 -6.90% Stop
2022-12-23 2023-03-14 Completed 33.33% $41.08 $41.39 0.71% Stop
2023-01-11 2023-02-27 Completed 33.33% $43.37 $44.19 1.82% Signal
2022-12-13 2023-01-11 Interest (CASH) 33.33% $1.00 $1.00 0.33% Interest Income
2022-03-31 2022-12-23 Interest (CASH) 33.33% $1.00 $1.02 1.92% Interest Income
2022-10-18 2022-12-13 Completed 33.33% $38.84 $44.05 13.36% Signal
2022-09-26 2022-11-16 Interest (CASH) 33.33% $1.00 $1.01 0.56% Interest Income
2022-09-02 2022-10-18 Interest (CASH) 33.33% $1.00 $1.00 0.41% Interest Income
2022-08-17 2022-09-26 Completed 33.33% $42.83 $37.00 -13.66% Stop
2022-07-14 2022-09-02 Completed 33.33% $37.65 $40.34 7.08% Stop
2022-02-25 2022-08-17 Interest (CASH) 33.33% $1.00 $1.01 0.62% Interest Income
2022-06-14 2022-07-14 Interest (CASH) 33.33% $1.00 $1.00 0.14% Interest Income
2022-05-31 2022-06-14 Completed 33.33% $43.50 $39.02 -10.36% Stop
2022-04-14 2022-05-31 Interest (CASH) 33.33% $1.00 $1.00 0.11% Interest Income
2022-03-23 2022-04-14 Completed 33.33% $46.16 $44.45 -3.76% Signal
2020-07-01 2022-03-31 Completed 33.33% $27.96 $46.27 65.41% Signal
2022-02-28 2022-03-23 Interest (CASH) 33.33% $1.00 $1.00 0.03% Interest Income
2022-02-16 2022-02-28 Completed 33.33% $46.89 $45.10 -3.87% Signal
2021-08-12 2022-02-25 Completed 33.33% $45.47 $44.81 -1.49% Signal
2022-01-25 2022-02-16 Interest (CASH) 33.33% $1.00 $1.00 0.02% Interest Income
2021-12-27 2022-01-25 Completed 33.33% $47.40 $45.14 -4.80% Stop
2021-12-02 2021-12-27 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2021-10-12 2021-12-02 Completed 33.33% $44.83 $45.11 0.58% Signal
2021-09-20 2021-10-12 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2021-08-18 2021-09-20 Completed 33.33% $44.53 $43.64 -2.05% Signal
2021-07-27 2021-08-18 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2021-07-21 2021-08-12 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2021-07-15 2021-07-27 Completed 33.33% $43.93 $43.90 -0.11% Signal
2020-05-12 2021-07-21 Completed 33.33% $25.87 $43.68 68.75% Signal
2021-06-22 2021-07-15 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2021-06-18 2021-06-22 Completed 33.33% $42.62 $43.06 0.98% Signal
2021-05-26 2021-06-18 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2021-03-02 2021-05-26 Completed 33.33% $40.15 $44.44 10.64% Signal
2021-02-05 2021-03-02 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2020-11-25 2021-02-05 Completed 33.33% $34.94 $37.82 8.20% Signal
2020-11-03 2020-11-25 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2020-10-13 2020-11-03 Completed 33.33% $31.68 $30.29 -4.44% Signal
2020-09-21 2020-10-13 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2020-07-15 2020-09-21 Completed 33.33% $28.86 $29.23 1.24% Signal
2020-06-12 2020-07-15 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2020-04-03 2020-07-01 Interest (CASH) 33.33% $1.00 $1.00 0.03% Interest Income
2020-06-08 2020-06-12 Completed 33.33% $30.22 $28.06 -7.20% Stop
2020-05-14 2020-06-08 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2020-04-03 2020-05-14 Completed 33.33% $22.04 $23.94 8.56% Stop
2020-03-02 2020-05-12 Interest (CASH) 33.33% $1.00 $1.00 0.04% Interest Income
2020-03-23 2020-04-03 Completed 33.33% $19.93 $22.04 10.54% Signal
2020-03-02 2020-04-03 Interest (CASH) 33.33% $1.00 $1.00 0.03% Interest Income
2020-02-28 2020-03-23 Interest (CASH) 33.33% $1.00 $1.00 0.03% Interest Income
2020-02-26 2020-03-02 Completed 33.33% $30.08 $28.47 -5.41% Stop
2019-10-04 2020-03-02 Completed 33.33% $27.66 $28.47 2.88% Stop
2019-01-15 2020-02-28 Completed 33.33% $24.46 $27.38 11.88% Stop
2020-02-03 2020-02-26 Interest (CASH) 33.33% $1.00 $1.00 0.10% Interest Income
2019-10-29 2020-02-03 Completed 33.33% $29.85 $30.92 3.51% Signal
2019-10-07 2019-10-29 Interest (CASH) 33.33% $1.00 $1.00 0.11% Interest Income
2019-09-05 2019-10-07 Completed 33.33% $27.54 $27.92 1.32% Signal
2019-09-12 2019-10-04 Interest (CASH) 33.33% $1.00 $1.00 0.12% Interest Income
2019-07-18 2019-09-12 Completed 33.33% $27.73 $28.76 3.70% Signal
2019-08-13 2019-09-05 Interest (CASH) 33.33% $1.00 $1.00 0.12% Interest Income
2019-06-12 2019-08-13 Completed 33.33% $26.81 $26.71 -0.40% Signal
2019-06-13 2019-07-18 Interest (CASH) 33.33% $1.00 $1.00 0.21% Interest Income
2019-01-15 2019-06-13 Completed 33.33% $24.46 $26.75 9.27% Signal
2019-05-15 2019-06-12 Interest (CASH) 33.33% $1.00 $1.00 0.18% Interest Income
2019-04-08 2019-05-15 Completed 33.33% $27.37 $26.29 -4.02% Signal
2019-03-15 2019-04-08 Interest (CASH) 33.33% $1.00 $1.00 0.15% Interest Income
2019-01-10 2019-03-15 Completed 33.33% $24.06 $26.61 10.56% Signal
2018-11-21 2019-01-15 Interest (CASH) 33.33% $1.00 $1.00 0.33% Interest Income
2018-10-26 2019-01-15 Interest (CASH) 33.33% $1.00 $1.00 0.50% Interest Income
2018-11-29 2019-01-10 Interest (CASH) 33.33% $1.00 $1.00 0.26% Interest Income
2018-11-09 2018-11-29 Completed 33.33% $26.58 $25.98 -2.32% Signal
2018-07-25 2018-11-21 Completed 33.33% $26.56 $25.24 -5.03% Signal
2018-09-20 2018-11-09 Interest (CASH) 33.33% $1.00 $1.00 0.32% Interest Income
2018-09-04 2018-10-26 Completed 33.33% $27.59 $25.02 -9.37% Signal
2018-07-25 2018-09-20 Completed 33.33% $26.56 $27.76 4.46% Signal
2018-08-10 2018-09-04 Interest (CASH) 33.33% $1.00 $1.00 0.13% Interest Income
2018-06-06 2018-08-10 Completed 33.33% $26.84 $26.87 0.08% Signal
2018-07-02 2018-07-25 Interest (CASH) 33.33% $1.00 $1.00 0.13% Interest Income
2018-05-25 2018-07-25 Interest (CASH) 33.33% $1.00 $1.00 0.32% Interest Income
2018-05-30 2018-07-02 Completed 33.33% $26.25 $25.87 -1.49% Signal
2018-03-22 2018-06-06 Interest (CASH) 33.33% $1.00 $1.00 0.38% Interest Income
2018-05-07 2018-05-30 Interest (CASH) 33.33% $1.00 $1.00 0.12% Interest Income
2016-05-05 2018-05-25 Completed 33.33% $17.01 $26.52 55.86% Signal
2018-04-18 2018-05-07 Completed 33.33% $26.49 $25.83 -2.55% Signal
2018-03-26 2018-04-18 Interest (CASH) 33.33% $1.00 $1.00 0.11% Interest Income
2018-03-02 2018-03-26 Completed 33.33% $26.07 $25.66 -1.65% Signal
2017-10-10 2018-03-22 Completed 33.33% $24.44 $26.39 7.92% Signal
2018-02-07 2018-03-02 Interest (CASH) 33.33% $1.00 $1.00 0.10% Interest Income
2017-12-07 2018-02-07 Completed 33.33% $25.42 $25.87 1.75% Stop
2017-11-14 2017-12-07 Interest (CASH) 33.33% $1.00 $1.00 0.08% Interest Income
2017-09-14 2017-11-14 Completed 33.33% $23.43 $24.27 3.52% Signal
2017-09-14 2017-10-10 Interest (CASH) 33.33% $1.00 $1.00 0.07% Interest Income
2017-08-14 2017-09-14 Interest (CASH) 33.33% $1.00 $1.00 0.09% Interest Income
2016-07-06 2017-09-14 Completed 33.33% $16.90 $23.43 38.59% Signal
2017-07-25 2017-08-14 Completed 33.33% $23.79 $23.81 0.02% Signal
2017-06-30 2017-07-25 Interest (CASH) 33.33% $1.00 $1.00 0.07% Interest Income
2017-06-15 2017-06-30 Completed 33.33% $23.34 $23.23 -0.50% Signal
2017-05-23 2017-06-15 Interest (CASH) 33.33% $1.00 $1.00 0.06% Interest Income
2017-04-25 2017-05-23 Completed 33.33% $23.17 $22.81 -1.61% Signal
2017-03-24 2017-04-25 Interest (CASH) 33.33% $1.00 $1.00 0.07% Interest Income
2017-02-01 2017-03-24 Completed 33.33% $21.71 $22.51 3.62% Signal
2017-01-09 2017-02-01 Interest (CASH) 33.33% $1.00 $1.00 0.03% Interest Income
2016-11-18 2017-01-09 Completed 33.33% $20.67 $21.44 3.69% Signal
2016-10-27 2016-11-18 Interest (CASH) 33.33% $1.00 $1.00 0.03% Interest Income
2016-10-11 2016-10-27 Completed 33.33% $19.09 $19.00 -0.52% Signal
2016-09-19 2016-10-11 Interest (CASH) 33.33% $1.00 $1.00 0.02% Interest Income
2016-07-18 2016-09-19 Completed 33.33% $18.04 $18.53 2.68% Signal
2016-06-23 2016-07-18 Interest (CASH) 33.33% $1.00 $1.00 0.02% Interest Income
2016-06-13 2016-07-06 Interest (CASH) 33.33% $1.00 $1.00 0.02% Interest Income
2016-06-03 2016-06-23 Completed 33.33% $17.68 $17.72 0.15% Signal
2016-03-18 2016-06-13 Completed 33.33% $17.60 $17.76 0.91% Signal
2016-05-11 2016-06-03 Interest (CASH) 33.33% $1.00 $1.00 0.02% Interest Income
2016-05-02 2016-05-11 Completed 33.33% $17.44 $17.21 -1.35% Signal
2015-08-24 2016-05-05 Interest (CASH) 33.33% $1.00 $1.00 0.13% Interest Income
2016-04-08 2016-05-02 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2016-03-10 2016-04-08 Completed 33.33% $17.13 $17.29 0.91% Signal
2016-01-05 2016-03-18 Interest (CASH) 33.33% $1.00 $1.00 0.06% Interest Income
2016-02-17 2016-03-10 Interest (CASH) 33.33% $1.00 $1.00 0.02% Interest Income
2016-02-10 2016-02-17 Completed 33.33% $15.79 $16.24 2.83% Signal
2016-01-12 2016-02-10 Interest (CASH) 33.33% $1.00 $1.00 0.02% Interest Income
2016-01-08 2016-01-12 Completed 33.33% $16.79 $16.40 -2.36% Signal
2015-11-20 2016-01-08 Interest (CASH) 33.33% $1.00 $1.00 0.03% Interest Income
2015-11-06 2016-01-05 Completed 33.33% $18.33 $17.33 -5.49% Signal
2015-10-20 2015-11-20 Completed 33.33% $17.89 $18.30 2.22% Signal
2015-07-09 2015-11-06 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2015-09-28 2015-10-20 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2015-09-18 2015-09-28 Completed 33.33% $17.54 $16.91 -3.65% Signal
2015-08-10 2015-09-18 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2014-07-09 2015-08-24 Completed 33.33% $17.29 $16.70 -3.45% Signal
2015-07-29 2015-08-10 Completed 33.33% $18.61 $18.65 0.13% Signal
2015-07-07 2015-07-29 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2015-02-25 2015-07-09 Completed 33.33% $18.85 $18.37 -2.58% Signal
2015-07-01 2015-07-07 Completed 33.33% $18.50 $18.26 -1.31% Signal
2015-06-09 2015-07-01 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2015-06-02 2015-06-09 Completed 33.33% $18.68 $18.50 -1.01% Signal
2015-05-08 2015-06-02 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2015-04-07 2015-05-08 Completed 33.33% $18.61 $18.73 0.62% Signal
2015-03-13 2015-04-07 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2015-02-11 2015-03-13 Completed 33.33% $18.34 $18.19 -0.86% Signal
2015-01-29 2015-02-25 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2015-01-20 2015-02-11 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2014-11-25 2015-01-29 Completed 33.33% $18.20 $17.40 -4.45% Signal
2015-01-08 2015-01-20 Completed 33.33% $17.95 $17.70 -1.45% Signal
2014-12-15 2015-01-08 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2014-10-29 2014-12-15 Completed 33.33% $17.43 $17.41 -0.18% Signal
2014-10-22 2014-11-25 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2014-09-23 2014-10-29 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2014-07-09 2014-10-22 Completed 33.33% $17.29 $17.15 -0.86% Signal
2014-08-29 2014-09-23 Completed 33.33% $17.76 $17.56 -1.19% Signal
2014-08-07 2014-08-29 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2014-07-09 2014-08-07 Completed 33.33% $17.29 $16.87 -2.51% Signal
2014-07-07 2014-07-09 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2014-07-07 2014-07-09 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2014-07-07 2014-07-09 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income