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

Total Real Returns

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

Thu 2020-05-21? to Tue 2025-07-15 YTD
Return
TR
Price
JEPI
×
+2.53%
2025-07-15
1.764 TR
2025-07-15
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
VIG
×
+5.30%
2025-07-15
6.003 TR
2025-07-15
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund

Returns

Thu 2020-05-21? to Tue 2025-07-15 Overall
Return
Exponential
Trendline
JEPI
×
+76.38%
+11.65%/yr
+9.44%/yr
(R2=0.892)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
VIG
×
+98.70%
+14.26%/yr
+10.30%/yr
(R2=0.834)
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Tue 2025-07-15 Start
Value
End
Value
JEPI
×
$10,000.00
2020-05-21
$17,637.91
2025-07-15
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
VIG
×
$10,000.00
2020-05-21
$19,869.66
2025-07-15
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year JEPI VIG
2025 (YTD) +2.53% +5.30%
2024 +12.59% +16.99%
2023 +9.82% +14.51%
2022 −3.49% −9.81%
2021 +21.53% +23.76%
2020 +18.61% +15.43%
2019 +29.62%
2018 −2.08%
2017 +22.22%
2016 +11.96%
2015 −1.94%
2014 +10.08%
2013 +28.87%
2012 +11.65%
2011 +6.16%
2010 +14.74%
2009 +19.58%
2008 −26.69%
2007 +5.63%
2006 +8.55%

Drawdowns

Thu 2020-05-21? to Tue 2025-07-15 Current
Drawdown
Worst
Drawdown
JEPI
×
−1.76% −13.71%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
VIG
×
−1.67% −20.39%
2022-09-30
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund