SCHD,JEPI 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

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

Dividends Reinvested:

Thu 2020-05-21^? to Tue 2024-12-31	YTD Return	TR Price
SCHD ^×	+11.66% 2024-12-31	4.954 TR 2024-12-31
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ^×	+11.82% 2024-12-31	1.708 TR 2024-12-31
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21^? to Tue 2024-12-31	Overall Return	Exponential Trendline
SCHD ^×	+90.92% +15.05%/yr	+9.71%/yr (R²=0.680)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ^×	+70.85% +12.31%/yr	+9.62%/yr (R²=0.868)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21^? to Tue 2024-12-31	Start Value	End Value
SCHD ^×	$10,000.00 2020-05-21	$19,092.48 2024-12-31
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ^×	$10,000.00 2020-05-21	$17,084.80 2024-12-31
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year	SCHD	JEPI
2024	+11.66%	+11.82%
2023	+4.54%	+9.82%
2022	−3.26%	−3.49%
2021	+29.87%	+21.53%
2020	+15.03%	+18.61%
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 Tue 2024-12-31	Current Drawdown	Worst Drawdown
SCHD ^×	−6.62%	−16.85% 2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ^×	−4.80%	−13.71% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund