All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2020-05-21💬 to Mon 2026-10-19 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| O × |
+53.17%
+6.88%/yr |
+3.54%/yr
R2=0.369 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| JEPI × |
+96.81%
+11.14%/yr |
+9.27%/yr
R2=0.938 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SCHD × |
+154.78%
+15.70%/yr |
+9.95%/yr
R2=0.827 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21💬 to Mon 2026-10-19 |
Start
Value |
End
Value |
|---|---|---|
| O × |
$10,000.00
2020-05-21 |
$15,317.33
2026-10-19 |
| JEPI × |
$10,000.00
2020-05-21 |
$19,680.68
2026-10-19 |
| SCHD × |
$10,000.00
2020-05-21 |
$25,477.71
2026-10-19 |
| YTD | YoY | |
|---|---|---|
| O × | +2.44% | −2.29% |
| JEPI × | +5.83% | +8.69% |
| SCHD × | +27.89% | +32.29% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| O × |
−15.25%
on 2026-10-19 from 2026-03-02 peak |
−34.47%
on 2023-10-30 from 2022-08-15 peak |
| JEPI × |
−0.65%
on 2026-10-19 from 2026-08-26 peak |
−13.71%
on 2022-09-30 from 2022-04-20 peak |
| SCHD × |
−1.98%
on 2026-10-19 from 2026-08-24 peak |
−16.85%
on 2022-09-30 from 2022-01-11 peak |
| Period ending Mon 2026-10-19 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| O × | −2.29% |
−4.26% −2.15%/yr |
+32.69% +9.89%/yr |
+6.05% +1.18%/yr |
+48.03% +4.00%/yr |
| JEPI × | +8.69% |
+12.08% +5.87%/yr |
+36.17% +10.84%/yr |
+43.18% +7.44%/yr |
— |
| SCHD × | +32.29% |
+27.72% +13.01%/yr |
+63.76% +17.87%/yr |
+58.57% +9.66%/yr |
+247.41% +13.26%/yr |
| Year | O | JEPI | SCHD |
|---|---|---|---|
| 2026 (YTD) | +2.44% | +5.83% | +27.89% |
| 2025 | +12.22% | +8.10% | +4.34% |
| 2024 | −2.11% | +12.59% | +11.66% |
| 2023 | −4.55% | +9.83% | +4.54% |
| 2022 | −7.37% | −3.49% | −3.26% |
| 2021 | +24.09% | +21.53% | +29.87% |
| 2020 | −11.47% | +18.61% | +15.03% |
| 2019 | +21.27% | — | +27.29% |
| 2018 | +15.95% | — | −5.56% |
| 2017 | +3.68% | — | +20.85% |
| 2016 | +15.78% | — | +16.45% |
| 2015 | +13.38% | — | −0.30% |
| 2014 | +34.35% | — | +11.69% |
| 2013 | −2.30% | — | +32.88% |
| 2012 | +20.32% | — | +11.39% |
| 2011 | +7.53% | — | +5.31% |
| 2010 | +39.32% | — | — |
| 2009 | +20.82% | — | — |
| 2008 | −8.22% | — | — |
| 2007 | +3.27% | — | — |
| 2006 | +36.05% | — | — |
| 2005 | −9.40% | — | — |
| 2004 | +33.87% | — | — |
| 2003 | +21.61% | — | — |
| 2002 | +27.48% | — | — |
| 2001 | +28.13% | — | — |
| 2000 | +32.73% | — | — |
| 1999 | −9.12% | — | — |
| 1998 | +5.59% | — | — |
| 1997 | +14.76% | — | — |
| 1996 | +14.71% | — | — |
| 1995 | +46.27% | — | — |
| 1994 | +10.02% | — | — |
