JEPI,SCHD Total Return Stock Chart (Dividends Reinvested) | Total Real Returns

All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

JEPI,SCHD: Total Return Chart (with Dividends Reinvested)

Dividends Reinvested:

Thu 2020-05-21^? to Mon 2025-05-05	YTD Return	TR Price
JEPI ^×	−0.69% 2025-05-05	1.708 TR 2025-05-05
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SCHD ^×	−4.71% 2025-05-05	4.72 TR 2025-05-05
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2020-05-21^? to Mon 2025-05-05	Overall Return	Exponential Trendline
JEPI ^×	+70.84% +11.41%/yr	+9.54%/yr (R²=0.884)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SCHD ^×	+81.93% +12.84%/yr	+9.46%/yr (R²=0.709)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21^? to Mon 2025-05-05	Start Value	End Value
JEPI ^×	$10,000.00 2020-05-21	$17,084.07 2025-05-05
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SCHD ^×	$10,000.00 2020-05-21	$18,192.84 2025-05-05
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year	JEPI	SCHD
2025 (YTD)	−0.69%	−4.71%
2024	+12.59%	+11.66%
2023	+9.82%	+4.54%
2022	−3.49%	−3.26%
2021	+21.53%	+29.87%
2020	+18.61%	+15.03%
2019	—	+27.29%
2018	—	−5.56%
2017	—	+20.85%
2016	—	+16.45%
2015	—	−0.30%
2014	—	+11.69%
2013	—	+32.88%
2012	—	+11.39%
2011	—	+5.31%

Drawdowns

Thu 2020-05-21^? to Mon 2025-05-05	Current Drawdown	Worst Drawdown
JEPI ^×	−4.84%	−13.71% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SCHD ^×	−11.02%	−16.85% 2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund