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 | 18.92% | 31.23% | 7.00% | 10.80% | 14.18% | 15.56% | 13.77% | 14.86% |
| Sharpe Ratio | 1.34 | 1.90 | 0.45 | 0.54 | 0.88 | 0.68 | 0.87 | 0.66 |
| Max Drawdown | -9.04% | -9.04% | -20.14% | -25.32% | -20.14% | -40.60% | -20.14% | -40.60% |
| % Time Invested | 82.5% | 100.0% | 79.7% | 100.0% | 81.9% | 100.0% | 79.3% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.4 | 0.0 | 0.7 | 0.0 | 0.7 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-07-02 | Open | Open | 100% | $62.86 | $74.19 | 18.03% | Mark-to-Market |
| 2025-04-07 | 2025-07-02 | Interest | 100% | $1.00 | $1.01 | 1.01% | Interest Income |
| 2023-12-06 | 2025-04-07 | Completed | 100% | $46.99 | $50.68 | 7.85% | Stop |
| 2023-11-13 | 2023-12-06 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2022-12-23 | 2023-11-13 | Completed | 100% | $41.15 | $43.87 | 6.60% | Signal |
| 2022-04-07 | 2022-12-23 | Interest | 100% | $1.00 | $1.02 | 2.34% | Interest Income |
| 2020-08-13 | 2022-04-07 | Completed | 100% | $30.14 | $44.31 | 47.03% | Signal |
| 2020-03-27 | 2020-08-13 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2020-03-24 | 2020-03-27 | Completed | 100% | $20.65 | $22.99 | 11.35% | Signal |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-03-29 | 2020-03-02 | Completed | 100% | $26.37 | $28.52 | 8.15% | Stop |
| 2019-01-23 | 2019-03-29 | Interest | 100% | $1.00 | $1.00 | 0.48% | Interest Income |
| 2019-01-15 | 2019-01-23 | Completed | 100% | $24.51 | $25.15 | 2.59% | Signal |
| 2018-11-23 | 2019-01-15 | Interest | 100% | $1.00 | $1.00 | 0.38% | Interest Income |
| 2016-05-10 | 2018-11-23 | Completed | 100% | $17.23 | $25.09 | 45.64% | Signal |
| 2015-12-29 | 2016-05-10 | Interest | 100% | $1.00 | $1.01 | 0.67% | Interest Income |
Return Distribution Analysis
