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

Wed 2024-01-17? to Fri 2025-10-17	YTD Return	TR Price
JEPI ×	+5.26% 2025-10-17	1.811 TR 2025-10-17
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
YMAX ×	+15.19% 2025-10-17	1.455 TR 2025-10-17
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SCHD ×	+0.87% 2025-10-17	4.997 TR 2025-10-17
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Returns

Wed 2024-01-17? to Fri 2025-10-17	Overall Return	Exponential Trendline
JEPI ×	+18.58% +10.23%/yr	+7.90%/yr (R2=0.712)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
YMAX ×	+45.46% +23.89%/yr	+17.95%/yr (R2=0.693)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SCHD ×	+13.95% +7.75%/yr	+6.30%/yr (R2=0.425)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Growth of $10,000

Wed 2024-01-17? to Fri 2025-10-17	Start Value	End Value
JEPI ×	$10,000.00 2024-01-17	$11,857.64 2025-10-17
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
YMAX ×	$10,000.00 2024-01-17	$14,546.23 2025-10-17
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SCHD ×	$10,000.00 2024-01-17	$11,395.15 2025-10-17
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Annual Returns

Year	JEPI	YMAX	SCHD
2025 (YTD)	+5.26%	+15.19%	+0.87%
2024	+12.59%	+26.28%	+11.66%
2023	+9.83%	—	+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%

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Drawdowns

Wed 2024-01-17? to Fri 2025-10-17	Current Drawdown	Worst Drawdown
JEPI ×	−0.30%	−13.26% 2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
YMAX ×	−3.70%	−25.55% 2025-04-08
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SCHD ×	−5.81%	−16.13% 2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund