Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RDVY (First Trust Rising Dividend Achievers ETF) | 12.17% | 28.18% | 20.54% | 11.78% | 16.05% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 01/07/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RDVY (First Trust Rising Dividend Achievers ETF) | 01/07/2014 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.00 | 28.18 | 20.54 | 11.78 | 16.05 | NA | NA | … | … | 12.17 | 18.90 | 16.41 | 20.36 | -13.27 | 31.13 | 13.43 | 37.70 | -9.91 | 22.31 | 20.65 | -3.01 | 10.58 |
| Sharpe Ratio | NA | 1.63 | 1.03 | 0.44 | 0.66 | NA | NA | … | … | 1.20 | 0.85 | 0.83 | 0.97 | -0.58 | 1.91 | 0.31 | 2.26 | -0.63 | 2.33 | 1.23 | -0.19 | 0.80 |
| Standard Deviation(%) | NA | 14.18 | 16.61 | 18.91 | 21.17 | NA | NA | … | … | 16.51 | 18.81 | 15.37 | 17.35 | 25.57 | 16.26 | 41.92 | 16.03 | 17.99 | 9.33 | 16.60 | 16.13 | 13.47 |
| Draw Down(%) | NA | 9.04 | 19.11 | 25.32 | 40.60 | NA | NA | … | … | 9.04 | 18.25 | 8.45 | 12.80 | 25.32 | 6.56 | 40.60 | 10.14 | 21.94 | 3.93 | 12.35 | 12.07 | 9.36 |
| Yield(%) | 0.00 | 1.14 | 2.00 | 1.81 | 3.24 | 2.50 | 1.88 | … | … | 0.26 | 1.31 | 1.88 | 2.47 | 1.86 | 1.37 | 1.69 | 2.10 | 1.48 | 1.06 | 1.48 | 2.03 | 2.07 |
Data as of 06/11/2026, Common starting date is 01/07/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDVY (First Trust Rising Dividend Achievers ETF) |
0.31%
Mar 2017 – Mar 2020 |
4.46%
Mar 2015 – Mar 2020 |
11.73%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDVY (First Trust Rising Dividend Achievers ETF) |
27.00%
Dec 2018 – Dec 2021 |
20.50%
Jun 2016 – Jun 2021 |
15.89%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart