SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
ETF
$41.28+0.31 (+0.76%)Close Oct 2, 2026
Nov 3, 2017 – Oct 2, 2026, Dividends reinvested
- Final balance
- $24,032
- CAGR
- +10.34%
- Max drawdown
- −44.70%
- Sharpe ratio
- 0.53
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.99%
- 3M
- −4.12%
- 6M
- +4.37%
- YTD
- +8.48%
- 1Y
- +9.84%
- 3Y
- +15.66%
- 5Y
- +9.36%
- Since 2017
- +10.34%
Metrics
Since 2017| Volatility | 24.45% |
|---|---|
| Sortino ratio | 0.76 |
| Calmar ratio | 0.23 |
| Best year, 2021 | +29.13% |
| Worst year, 2018 | −15.26% |
| Positive years | 6 of 8 |
| Longest drawdown | 1.5 years |
Worst drawdowns
Since 2017| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −44.7% | Jul 2019 | Mar 2020 | Nov 2020 | 1.3 years |
| −26.1% | Nov 2024 | Apr 2025 | Jan 2026 | 1.1 years |
| −24.4% | Jan 2022 | Sep 2022 | Jul 2023 | 1.5 years |
| −22.6% | Aug 2018 | Dec 2018 | Jul 2019 | 11 months |
| −12.5% | Aug 2023 | Oct 2023 | Dec 2023 | 4 months |
Annual returns
2017 from Nov 3 · 2026 through Oct 2