RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
RDVY Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 33.19% | 31.23% | 6.06% | 10.80% | 12.54% | 15.56% | 12.09% | 14.86% |
| Sharpe Ratio | 1.99 | 1.90 | 0.38 | 0.54 | 0.71 | 0.68 | 0.69 | 0.66 |
| Max Drawdown | -9.04% | -9.04% | -26.32% | -25.32% | -26.32% | -40.60% | -26.32% | -40.60% |
| % Time Invested | 99.6% | 100.0% | 73.7% | 100.0% | 76.0% | 100.0% | 75.3% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.8 | 0.0 | 1.1 | 0.0 | 1.3 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-04-30 | Open | Open | 100% | $55.71 | $74.19 | 33.16% | Mark-to-Market |
| 2025-04-07 | 2025-04-30 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2023-12-11 | 2025-04-07 | Completed | 100% | $47.26 | $50.68 | 7.24% | Stop |
| 2022-11-17 | 2023-12-11 | Interest | 100% | $1.00 | $1.04 | 4.15% | Interest Income |
| 2022-10-18 | 2022-11-17 | Completed | 100% | $38.91 | $42.07 | 8.11% | Signal |
| 2022-09-26 | 2022-10-18 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2022-07-14 | 2022-09-26 | Completed | 100% | $37.73 | $37.06 | -1.75% | Stop |
| 2022-06-21 | 2022-07-14 | Interest | 100% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2022-06-02 | 2022-06-21 | Completed | 100% | $43.24 | $38.41 | -11.18% | Stop |
| 2022-05-10 | 2022-06-02 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2020-03-24 | 2022-05-10 | Completed | 100% | $20.65 | $42.14 | 104.09% | Stop |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-11-27 | 2020-03-02 | Completed | 100% | $31.12 | $28.52 | -8.36% | Stop |
| 2019-11-01 | 2019-11-27 | Interest | 100% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2019-10-30 | 2019-11-01 | Completed | 100% | $29.99 | $29.85 | -0.48% | Signal |
| 2019-08-27 | 2019-10-30 | Interest | 100% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2019-01-11 | 2019-08-27 | Completed | 100% | $24.28 | $26.80 | 10.37% | Signal |
| 2018-12-18 | 2019-01-11 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2017-01-20 | 2018-12-18 | Completed | 100% | $21.53 | $23.65 | 9.84% | Stop |
| 2016-11-17 | 2017-01-20 | Interest | 100% | $1.00 | $1.00 | 0.40% | Interest Income |
| 2016-11-15 | 2016-11-17 | Completed | 100% | $20.68 | $20.64 | -0.21% | Signal |
| 2016-07-21 | 2016-11-15 | Interest | 100% | $1.00 | $1.01 | 0.54% | Interest Income |
| 2016-07-19 | 2016-07-21 | Completed | 100% | $18.10 | $18.15 | 0.28% | Signal |
| 2016-03-31 | 2016-07-19 | Interest | 100% | $1.00 | $1.01 | 0.51% | Interest Income |
| 2016-02-16 | 2016-03-31 | Completed | 100% | $15.88 | $17.57 | 10.61% | Signal |
| 2016-01-22 | 2016-02-16 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2015-12-31 | 2016-01-22 | Completed | 100% | $17.76 | $15.97 | -10.05% | Stop |
| 2015-12-29 | 2015-12-31 | Interest | 100% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
